Summary
Overview
Work History
Education
Skills
Certification
References
Timeline
Generic

LUISA GONZALEZ

Port Chester

Summary

Results-driven insurance professional with over 8 years of experience in commercial and personal lines insurance. Licensed in 35 states, specializing in sales, account management, and delivering exceptional service to clients. Skilled in developing new business opportunities, maintaining client relationships, and achieving company goals. Fluent in English and Spanish with a strong ability to communicate effectively across diverse teams and clients.


Overview

10
10
years of professional experience
1
1
Certification

Work History

Commercial Account Manager and Sales Representative

Insuritas
10.2022 - Current
  • Manage commercial accounts and develop new business opportunities to meet company sales targets
  • Build and maintain strong relationships with clients, ensuring high satisfaction levels and repeat business
  • Collaborate with internal teams to deliver tailored insurance solutions and achieve client objectives
  • Act as a commercial lines agent, handling policies for businesses including liability, property, and auto coverage

Underwriter

Osprey Underwriters
04.2021 - 08.2022
  • Reviewed insurance applications for compliance and adherence to company standards
  • Managed commercial new business submissions, including GL, BOP, Commercial Auto, and Lessors Risk policies
  • Collaborated with brokers to ensure accurate and timely submission of required documentation

Insurance Agent

Allstate
09.2020 - 04.2021
  • Prepared quotes and closed prospective sales leads to drive revenue growth
  • Administered leads and conducted sales calls to convert prospects into clients
  • Managed policy renewals and maintained high customer satisfaction levels

Insurance Agent

TWFG Insurance Services
07.2017 - 02.2020
  • Prospected clients via phone and direct mail to understand insurance needs and offer solutions
  • Maintained and updated customer records to ensure accurate and efficient service
  • Oversaw renewals, endorsements, and new trucking business policies

Insurance Agent

ASAP Insurance Agency
06.2016 - 07.2017
  • Provided customer support and resolved policyholder inquiries efficiently
  • Sold various types of insurance policies, including automobile and commercial insurance
  • Liaised with underwriters to obtain binder coverage and ensure compliance

Insurance Agent

AAIGOT Insurance
01.2015 - 06.2016
  • Generated and followed up on leads to schedule appointments and increase sales
  • Delivered prompt and accurate customer support to maintain high client retention rates

Education

Liberty University
12-2026

Associates Degree -

Lone Star College
01-2021

High School Diploma -

Langham Creek High School
01.2014

Skills

  • Strong Communication and Sales Skills
  • Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Publisher)
  • Highly Organized and Detail-Oriented
  • Exceptional Time Management and Ability to Work Under Pressure
  • Client relationship building
  • Deal closing

Certification

Property and Casualty License, AL, AZ, CO, CT, FL, GA, IA, IL, IN, KS, KY, MA, MD, MI, MN, MS, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV

References

  • Dawn Hollar, Allstate, (203) 515-1073
  • Esther Florez, TWFG Insurance, (346) 213-0144
  • Candy Sullivan, Insuritas, (678) 517-6319

Timeline

Commercial Account Manager and Sales Representative

Insuritas
10.2022 - Current

Underwriter

Osprey Underwriters
04.2021 - 08.2022

Insurance Agent

Allstate
09.2020 - 04.2021

Insurance Agent

TWFG Insurance Services
07.2017 - 02.2020

Insurance Agent

ASAP Insurance Agency
06.2016 - 07.2017

Insurance Agent

AAIGOT Insurance
01.2015 - 06.2016

High School Diploma -

Langham Creek High School

Liberty University

Associates Degree -

Lone Star College
LUISA GONZALEZ