Bachelor of Arts - Marketing Management
Anglia Ruskin University
Barbara Renales
Insurance Agent
Timeline
Work History
Insurance Agent
Pan American Life Insurance
09.2007 - Current
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Maintained high standards of customer service by building relationships with clients.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
Education
Bachelor of Arts - Marketing Management
Anglia Ruskin University
Skills
- Customer follow-up
- Client assessment
- Revenue generation
- Negotiation
- Client relations
Summary
Successful and seasoned Insurance Agent with expertise in providing wide range of high-quality insurance solutions. Possesses deep knowledge of insurance industry with extensive experience assessing customer risk and providing tailored solutions to meet needs. Adept at building trust with clients, providing guidance and financial advice, and delivering outstanding service.
Overview
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Insurance Planning for individuals,families and employers.
Certification
- Licensed insurance Agent
- LUTCF