Ana Morales Rodriguez
Brighton
Summary
Driven insurance sales representative with 15 years of experience offering personalized, courteous service. Expert at managing insurance sales cycle, prospecting and follow-up support. Skillful in advising current and potential clients on insurance coverage plans and processing applications, payments and corrections. Resourceful and versatile professional with reputation for consistently achieving aggressive sales goals.
Overview
28
28
years of professional experience
1
1
Certification
Work History
Licensed Insurance Sales Agent
American Family Insurance
03.2017 - Current
- Upsold additional products and services after identifying customer needs and requirements.
- Spent ample time with each customer, verbally reviewing, and explaining documents for client comprehension.
- Sold auto, home, life, and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
- Collected premiums on or before effective date of coverage.
- Educated clients on insurance policies and procedures.
- Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
Licensed Insurance Sales Agent
Aztec Insurance Agency
12.2003 - 08.2010
- Upsold additional products and services after identifying customer needs and requirements.
- Spent ample time with each customer, verbally reviewing, and explaining documents for client comprehension.
- Sold auto, home, life, and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
- Provided comprehensive product knowledge and guidance to help clients on product selection.
- Generated quotes and proposals for clients to match individual needs.
- Followed up promptly with interested clients to close sales.
- Collected premiums on or before effective date of coverage.
- Educated clients on insurance policies and procedures.
Inbound Call Center Representative
VoiceStream
09.2000 - 10.2002
- Handled high volume of inbound calls per shift to offer callers product and service information and generate quotes.
- Answered phone with friendly greeting to create positive inbound calling experience for customers.
- Resolved complaints to satisfy customers and encourage future transactions.
- Asked fact-finding questions to determine customer needs and expectations and recommended specific products and solutions.
- Provided customers with product information and answered inquiries to provide top-quality service.
- Facilitated communication between customers and other departments to facilitate resolution.
- Recorded customer interactions, inquiries and comments in customer service database for traceability.
- Built positive relationships with customers by providing exceptional customer service.
Customer Service Representative
Public Auto Auction
07.1998 - 09.2000
- Responded to customer requests for products, services, and company information.
- Educated customers about billing, payment processing and support policies and procedures.
- Promoted superior experience by addressing customer concerns, demonstrating empathy, and resolving problems swiftly.
Waitress
Playa De Oro Restaurant
05.1997 - 07.1998
- Maintained customer satisfaction with timely table check-ins to assess food and beverage needs.
- Kept server areas clean and stocked to increase efficiency while working tables.
- Remained calm and poised when dealing with difficult customers or during busy shifts.
- Used cash registers and credit card machines to cash out customers.
- Answered customers' questions, recommended items, and recorded order information.
- Processed orders and sent to kitchen employees for preparation.
- Collected payment for food and drinks served, balanced cash receipts and maintained accurate cash drawer.
- Shared knowledge of menu items and flavors, enabling customers to make personal decisions based on taste and interest.
- Maintained order efficiency and accuracy through clear communication with kitchen staff, earning numerous recommendations from satisfied customers.
Cashier
Pic 'N' Save
12.1996 - 04.1997
- Helped customers complete purchases, locate items, and join reward programs.
- Restocked and organized merchandise in front lanes.
- Worked flexible schedule and extra shifts to meet business needs.
- Welcomed customers and helped determine their needs.
Education
No Degree - Travel Tourism
Parks College
Thornton, CO03-2003
High School Diploma -
West High School
Denver, CO05-1999
Skills
- Cold calling
- Policy analysis
- Social media marketing
- New policy quotations
- Licensed insurance representative
- Customer service
- Commercial lines insurance
- Farm Ranch lines insurance
Certification
- Licensed Insurance -
Languages
Spanish
Native or Bilingual
Timeline
Licensed Insurance Sales Agent
American Family Insurance
03.2017 - Current
Licensed Insurance Sales Agent
Aztec Insurance Agency
12.2003 - 08.2010
Inbound Call Center Representative
VoiceStream
09.2000 - 10.2002
Customer Service Representative
Public Auto Auction
07.1998 - 09.2000
Waitress
Playa De Oro Restaurant
05.1997 - 07.1998
Cashier
Pic 'N' Save
12.1996 - 04.1997
No Degree - Travel Tourism
Parks College
High School Diploma -
West High School
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