WESLEY LOPEZ
Englewood
Summary
Driven Insurance Broker with 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
6
6
years of professional experience
Work History
Licensed Insurance Broker
Healthinsurance.com
02.2025 - Current
- Generated business through lead vendors and direct referrals.
- Maintained "Top 5 agent" status in perpetuity.
- Followed up promptly with interested clients to close sales.
- Recommend coverage based on analysis of customers' circumstances using persuasive sales techniques.
Field Technician II
Cole Garner Geotechnical
11.2024 - 02.2025
- Utilized safety practices with no complaints or accidents.
- Kept detailed records of field measurements and data.
- Collaborated with other field technicians to resolve complex technical issues.
Field Technician
Ninyo & Moore Geotechnical & Environmental Sciences Consultants
09.2023 - 10.2024
- Experienced at quality control testing on multistory and multifamily developments in downtown urban environments
- Demonstrated a strong commitment to safety by following established protocols and guidelines during fieldwork, leading to incident-free operations
- Oversaw the successful completion of building pad and foundational concrete testing for dozens of commercial buildings, contributing to the structural integrity and safety of the developments
- Completed inspection of rebar for foundations, footings, CMU masonry, shotcrete, concrete and soils on commercial and civil structures with 100% success
Construction Materials Technician
GROUND Engineering Consultants
03.2023 - 09.2023
- Completed inspection of rebar for foundations, footings, CMU masonry, multistory structures
- Coordinated with project managers and superintendents to integrate testing schedules
- Completed inspections of major public and private projects across northern Colorado with 99% accuracy
- Tested soils and aggregates for compaction and moisture content using nuclear density gauges
Insurance Agent
Trailstone Insurance Group
09.2022 - 01.2023
- Maintained a 99% customer satisfaction rate through efficient and accurate claims resolution
- Achieved a 96% customer retention rate by utilizing turboDial to automate policy renewal reminders
Internship
Forest Service – Canyon Lakes Ranger District
10.2019 - 02.2020
- Wrote forest-wide road and trail closure orders using the GPO style
- Experienced working as a team to solve complex billing issues
Education
Bachelor of Science -
Colorado State University
Fort Collins, Colorado05-2020
Skills
- Commercial & Civil Construction
- Policy analysis
- Financial planning
- Medicare
- Insurance sales strategy
- Appointment management
- CRM tracking
- Sales quota achievement
- Account retention
- Carrier relations
Languages
Spanish
Limited Working
Timeline
Licensed Insurance Broker
Healthinsurance.com
02.2025 - Current
Field Technician II
Cole Garner Geotechnical
11.2024 - 02.2025
Field Technician
Ninyo & Moore Geotechnical & Environmental Sciences Consultants
09.2023 - 10.2024
Construction Materials Technician
GROUND Engineering Consultants
03.2023 - 09.2023
Insurance Agent
Trailstone Insurance Group
09.2022 - 01.2023
Internship
Forest Service – Canyon Lakes Ranger District
10.2019 - 02.2020
Bachelor of Science -
Colorado State University