Valeri Jane Lopez
Cortez
Summary
Dedicated insurance professional with a strong focus on client education, relationship management, and policy compliance. Proven ability to enhance customer service and streamline processes through effective team collaboration.
Overview
3
3
years of professional experience
Work History
Licensed Insurance Agent
UnitedHealthcare
Clarksville, TN
07.2019 - 02.2022
- Educated clients on insurance products and services, addressing inquiries effectively.
- Assisted in processing policy applications and renewals for timely client coverage.
- Maintained accurate records in compliance with regulatory standards and company policies.
- Collaborated with team members to streamline workflow processes and enhance customer service.
- Conducted thorough needs assessments to recommend appropriate coverage options for clients.
- Facilitated training sessions for new agents, enhancing overall team performance and knowledge sharing.
- Developed strategies to improve client retention through proactive communication and follow-ups.
- Calculated quotes and educated potential clients on insurance options.
Education
High School Diploma -
University of California, Riverside
Riverside, CAHigh School Diploma -
University of Alaska Fairbanks
Fairbanks, AKHigh School Diploma -
Texas Tech University
Lubbock, TXHigh School Diploma -
Pueblo Community College
Pueblo, COSkills
- Insurance sales expertise
- Insurance product expertise
- Client relationship management
- Client account management
Timeline
Licensed Insurance Agent
UnitedHealthcare
07.2019 - 02.2022
High School Diploma -
University of California, Riverside
High School Diploma -
University of Alaska Fairbanks
High School Diploma -
Texas Tech University
High School Diploma -
Pueblo Community College