Richard Fernandez
Los Angeles
Summary
Experienced sales advocate with a proven track record of building and maintaining strong relationships to ensure high client retention and successful network marketing. Skilled in overcoming objections and educating buyers on insurance coverages, resulting in increased sales. Demonstrates strong leadership abilities and a dedicated work ethic. Fluent in Spanish for effective communication with diverse clientele. Proficient in utilizing Epic, EzLynx, and Salesforce software to streamline sales processes and enhance productivity.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Insurance Advisor
Covered Insurance Solutions LLC
06.2019 - Current
- Maintaining quality control standards to protect our clients, carriers, and business
- Mentored new insurance advisors, sharing best practices and industry knowledge to enhance team performance.
- Increased client satisfaction by providing personalized insurance advice and recommending suitable policies.
- Played a key role in the retention team, focusing on retaining customers affected by rate hikes.
- Carried out administrative tasks such as handling policy renewals, maintaining records and collecting insurance payments.
Assistant Account Manager
HUB International
09.2018 - 06.2019
- Quoting auto/home policies for a myriad of carriers for high-end clientele
- Endorsing policies in an efficient and timely manner
- Checking cancellations on a daily basis for producers, creating invoices, and assisting in creating summaries and proposals for customers
- Established strong rapport with new clients by conducting thorough needs assessments and offering tailored account solutions.
Sales Administrator
Answer Financial
01.2016 - 09.2018
- Support Sales Floor on a daily basis with underwriting, assisting in complaint resolutions for customers, running daily reports to support business functions
- Sell multiple insurance products and provide impeccable customer service
- Exercise responsive and timely follow-up customer inquiries in an effort to finalize and/or preserve the sale
- Recommend solutions and provide product options to meet customer needs, including coverage counseling and product combinations
Education
Associates of Science - Undergrad
Los Angeles Trade Technical College
Skills
- Insurance products
- Client needs analysis
- Goal-oriented mindset
- Client retention
- Account management
- Upselling
- Auto insurance
Certification
- Property and Casualty License - CA Department of Insurance.
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Insurance Advisor
Covered Insurance Solutions LLC
06.2019 - Current
Assistant Account Manager
HUB International
09.2018 - 06.2019
Sales Administrator
Answer Financial
01.2016 - 09.2018
- Property and Casualty License - CA Department of Insurance.
Associates of Science - Undergrad
Los Angeles Trade Technical College
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