Dynamic insurance professional with extensive experience at Alejandro Ortiz Insurance Agency, excelling in customer service and relationship building. Bilingual in English and Spanish, adept at managing policy renewals and enhancing client satisfaction. Proven ability to utilize CRM systems effectively while maintaining high responsiveness and empathy in client interactions.
- Supported daily operations for a licensed insurance agent, handling both personal and commercial lines.
- Sold and serviced policies for auto, home, and life insurance.
- Delivered excellent customer service through phone and email, assisting clients with policy changes, billing questions, and claims
.- Prepared ACORD forms and other documents for underwriting and client records.
- Managed policy renewals and followed up with clients to ensure retention and satisfaction.
- Created and maintained spreadsheets and reports for agency tracking and productivity.
- Provided information and clear explanations to policyholders regarding group life insurance coverage.
- Responded to inbound calls with professionalism and empathy, maintaining high availability and responsiveness.- Assisted customers with requests for forms, statements, and other policy-related documents.
- Delivered excellent customer service, often serving as the first point of contact for claims, billing, and policy questions.
- Maintained accurate records of interactions and followed up on open issues to ensure timely resolution