Summary
Bilingual account representative with 5 years of experience in client relationship management, sales, and insurance services. Skilled at building trust, exceeding sales goals, and providing prompt, accurate support to clients.
Experience
- Managed a portfolio of 250+ client accounts, increasing retention by 15 percent
- Responded to 100+ policy inquiries monthly, resolving 98 percent within 24 hours
- Collaborated with team to exceed quarterly sales targets by $60,000
- Built lasting relationships with bilingual clients, growing Spanish-speaking customer base by 30 percent
- Provided accurate information on insurance products to over 500 clients
- Acted as liaison between customers and agency departments, reducing claim processing time by 25 percent
Education
Courses
- Life and Health Insurance License