Experience

InsurePro
• United Kingdom
• Insurance
• 1 - 100 Employee
• Licensed Insurance Agent

  • May 2022 - Present


Allstate Insurance Agency

• Insurance
• 700 & Above Employee

• Client Relations Manager

  • Nov 2014 - Oct 2022

  Successfully sold property-liability or casualty policies to individuals and businesses for protection against future financial losses. Individually analyzed the client’s needs and resources and recommended a specific amount and type of insurance. Maintained Internet leads on our DYL phone system. Made outbound calls to our internet leads. Used Sales Genie system to create potential prospect leads and made cold calls. Reached out to potential prospects my mail, phone call, or email letting them know of our services and our valued proposition. Reach out to communities and apartment complex to do business with them. Reach out to car dealerships to create a relationship to refer business to each other. Providing customers a great service with great positive attitude.



Superior Insurance

• United States
• Insurance
• 1 - 100 Employee

• Insurance Agent

  • Nov 2013 - Nov 2014

  I sold auto and property policies to customers. As well as service polices. Assisted customers with any question or changes they needed to make on their policy. Handled inbound and outbound calls (Cancellation and reinstatement phone calls) Advised customers on their insurance needs. Handled payments made in office and over the phone. Maintained office cleaned and organized. Making sure customer receives best customer service. I sold auto and property policies to customers. As well as service polices. Assisted customers with any question or changes they needed to make on their policy. Handled inbound and outbound calls (Cancellation and reinstatement phone calls) Advised customers on their insurance needs. Handled payments made in office and over the phone. Maintained office cleaned and organized. Making sure customer receives best customer service.



AAA Northern California, Nevada & Utah Insurance Exchange

• Sales and Service Associate

  • Jun 2012 - Nov 2013

  Help members with changes made to their policies, sell and upgrade memberships, quote and bind policies for members. Help agents with their customers. Give out maps in the front line, greet customers and point them to the right direction. Give insurance advice. Covered for the front desk when needed check in members and make sure they get the service they need. Called cancellation list and saves polices from cancelling. Made outbound phone calls to offer customers new products that they don’t have with AAA. Support role for Agents, helped them grow and maintain their book of business. Assisted customers in anything they needed, made sure they were 100% satisfied with their visit.



Six Sigma

• Executive Assistant

  • Jul 2011 - Jun 2012

  Managed the president’s calendar and schedule. Did his A/R with his purchases. Handled and prepared all paper work for environmental and safety department.Filed and scanned all necessary paper in proper folders. Maintained office organized and organized customer visits. Multi-tasked and learned different departments, shipping and receiving, A/R & A/P, EHS, Customer Service and covered for the receptionist when needed. Managed the president’s calendar and schedule. Did his A/R with his purchases. Handled and prepared all paper work for environmental and safety department.Filed and scanned all necessary paper in proper folders. Maintained office organized and organized customer visits. Multi-tasked and learned different departments, shipping and receiving, A/R & A/P, EHS, Customer Service and covered for the receptionist when needed.



Fred Loya Insurance

• United States
• Insurance
• 500 - 600 Employee

• Office Manager

  • Feb 2009 - Apr 2010

  Successfully sold property-liability or casualty policies to individuals and businesses for protection against future financial losses. Individually analyzed the client’s needs and resources and recommended a specific amount and type of insurance. Maintained accurate records, prepared reports, identified prospective customers, assisted in collection of premiums and preparing insurance claims for clients. Knowledge of the fundamentals and procedures of insurance selling as well as details of specific policy coverage. Responsible for all Marketing/Events as well as meeting office and individual sales goals



America's Realty

• United States
• Real Estate

• Transaction Coordinator and Assistant Manager

  • Dec 2005 - Aug 2007

  Processed real estate transactions in facilitating the sale of the property by receiving, holding and transferring funds, deeds and other legal documents in accordance with agreements made between the buyers and sellers. Review title search and pest inspection reports and insurance policies. Audit files within DRE guidelines. Processed real estate transactions in facilitating the sale of the property by receiving, holding and transferring funds, deeds and other legal documents in accordance with agreements made between the buyers and sellers. Review title search and pest inspection reports and insurance policies. Audit files within DRE guidelines.



Law Offices of Samiera Nikaim

• Summer Intern - Assistant

  • Jun 2005 - Sep 2005

  Accustomed to providing a high level of customer service, answered multi-line phone and provided personalized translation services for clients. Maintained Manager’s schedule organized as well as business office operations in preparation of customer files. Accustomed to providing a high level of customer service, answered multi-line phone and provided personalized translation services for clients. Maintained Manager’s schedule organized as well as business office operations in preparation of customer files.