Summary
Licensed insurance agent with 5 years of experience in property and casualty insurance. Skilled in risk analysis, policy management, and building long-term client relationships. Consistently exceeds sales targets and delivers tailored insurance solutions.
Experience
- Built and managed a book of business with over 400 clients, achieving a 97% retention rate.
- Conducted risk analysis and evaluated underwriting quality for 120+ new policies annually, reducing claim losses by 18%.
- Advised clients in person and over the phone on total insurance needs, resulting in a 25% increase in cross-sold policies.
- Bound new policies and processed changes to in-force policies, maintaining 100% compliance with company standards.
- Completed all documentation efficiently, reducing processing time by 20%.
Education
Courses
- Property and Casualty Insurance License, Texas Department of Insurance
- FINRA Series 6 License, FINRA
- FINRA Series 63 License, FINRA