Shantal Solomon
Arroyo Grande
Summary
Detail-oriented and experienced insurance agent dedicated to exceeding expectations and delivering exceptional results. Strong customer service and sales skills, attention to detail and evaluating risks and applications. Proven ability to navigate complex insurance products while providing tailored solutions that meet diverse client needs. Committed to continuous professional development and mentoring sales staff to enhance team performance and drive success.
Overview
2
2
Languages
1
1
Certification
13
13
years of professional experience
Work History
Internet Sales Agent
AGS-Jason Stefely State Farm
03.2024 - Current
- Formulated and executed effective sales strategies to boost online customer engagement.
- Trained and mentored new team members on product knowledge and sales techniques.
- Utilized CRM software to track leads, manage client relationships, and optimize follow-up processes.
- Analyzed market trends to identify opportunities for service expansion and revenue growth.
- Conducted regular training sessions to improve team performance and sales effectiveness.
- Evaluated risk factors to determine policy eligibility and coverage options.
- Collaborated with agents to clarify information and resolve discrepancies in applications.
- Documented underwriting decisions and provided evidence of compliance with applicable regulations.
- Identified and resolved application discrepancies for accuracy and compliance with relevant regulations.
- Consistently met or exceeded performance targets by effectively managing daily workload and adhering to strict deadlines.
- Collaborated with agents to develop customized insurance packages, meeting specific client needs.
- Reduced errors in policy documentation by meticulously reviewing contracts before submission to underwriting teams.
- Evaluated risk factors and assessed insurance applications for commercial clients.
- Maintained up-to-date knowledge of industry trends and regulatory changes, ensuring compliance while optimizing business practices.
Assistant Manager
TH Smart & Associates Insurance Services Inc.
09.2022 - 03.2023
- Coached sales associates in product specifications, sales incentives, and selling techniques, significantly increasing customer satisfaction ratings.
- Created company brand messaging such as radio and TV commercials, managed office events, promotional strategies, and product commercialization.
- Updated reports, managed accounts, and generated reports for company database.
- Assisted Office Manager and Agency Owner with any task given.
- Translated all office advertisement from English to Spanish.
- Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
- Developed detailed plans based on broad guidance and direction.
- Analyzed insurance applications to evaluate risk and determine coverage terms.
- Led initiatives to streamline underwriting processes, reducing turnaround times significantly.
Internet Sales Representative
TH Smart & Associates Insurance Services/GEICO
08.2018 - 07.2022
- Average of 200 calls per day.
- Called leads and closed sales at high percentage.
- Surpassed office record of monthly online sales.
- Evaluated word track weekly and made adjustments according to what would bring in more sales and satisfied customers.
- Organized lead data for larger sales potential.
- Participated weekly in live radio segment to educate the Hispanic community about insurance coverages and benefits while doing office advertisement.
- Provided ongoing training and support to junior sales representatives, promoting a collaborative team environment focused on achieving results.
- Analyzed website traffic data to identify areas of opportunity for growth within target markets.
- Achieved monthly sales quotas by effectively managing time, prioritizing tasks, maintaining excellent organizational skills throughout the entire process from lead generation to post-sales follow-up activities.
Home Insurance Specialist
TH Smart & Associates Insurance Services Inc/GEICO
08.2014 - 08.2018
- Followed up on denials, late payments, extensions and other special circumstances.
- Maintained high standards of customer service by building relationships with clients.
- Resolved discrepancies in insurance payments by collaborating with carriers.
- Processed eligibility and benefits verification and authorization requests.
- Cross-sold insurance products to existing clients to reach sales targets.
- Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
- Performed cautious online inspections of homes placing it with best company accordingly.
- Surpassed highest home insurance sales in office history, 85 sales in that month.
- Conducted thorough policy reviews to ensure compliance with industry regulations.
- Collaborated with underwriting teams to secure optimal coverage terms for clients.
- Trained junior consultants on best practices in client engagement and service delivery.
- Coordinated with internal departments to facilitate efficient policy issuance processes for new customers.
- Negotiated favorable claims settlements on behalf of clients, minimizing financial impact on their businesses.
- Assisted clients in risk assessment and mitigation, resulting in reduced potential financial losses.
Insurance Sales Agent
Adriana's Insurance
08.2013 - 08.2014
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Negotiated contracts with clients to establish best coverage with lowest cost.
- Developed strong referral network in community to raise awareness and increase sales opportunities.
- Researched and identified potential new markets.
- DMV services.
- Generated leads through cold-calling, networking and other outreach methods.
- Conducted office advertisement events.
- Conducted comprehensive market analysis to identify competitive coverage options.
- Negotiated terms and pricing with insurers to secure optimal coverage for clients.
- Educated clients on policy details, benefits, and claims processes to enhance understanding and satisfaction.
- Provided exceptional customer service by responding quickly to inquiries, resolving issues, and anticipating client needs.
- Maintained thorough knowledge of insurance regulations, staying up-to-date on changes that could impact clients or business operations.
- Assisted clients with claims processing, ensuring a smooth experience during difficult times.
Education
Some College (No Degree) - Liberal Arts And General Studies
Bakersfield College
Bakersfield, CASkills
- Management
- Underwriting
- Bilingual (Spanish)
- Problem-solving
- Time management
- Risk analysis
- Teamwork and collaboration
- Analyzing data
- Application review
- Goals and performance
- Positive and upbeat
- Account management
Certification
Property and Casualty Insurance License
Languages
Spanish
Native or Bilingual
Interests
Singing, Painting, Hiking, Photography, Indoor gardening, Reading
Timeline
Internet Sales Agent
AGS-Jason Stefely State Farm
03.2024 - Current
Assistant Manager
TH Smart & Associates Insurance Services Inc.
09.2022 - 03.2023
Internet Sales Representative
TH Smart & Associates Insurance Services/GEICO
08.2018 - 07.2022
Home Insurance Specialist
TH Smart & Associates Insurance Services Inc/GEICO
08.2014 - 08.2018
Insurance Sales Agent
Adriana's Insurance
08.2013 - 08.2014
Some College (No Degree) - Liberal Arts And General Studies
Bakersfield College