Summary
Overview
Work History
Education
Skills
Timeline
Teacher
Patricia Reynoso

Patricia Reynoso

San Clemente,CA

Summary

Influential Insurance Sales Agent with 20 years of experience customizing insurance programs, explaining features and advantages and developing successful marketing strategies. Motivated professional possessing exceptional multitasking, organizational and time management abilities. Expertise in customer relationship management, prospecting and sales. Proficient in Salesforce and Xcel.

Overview

20
20
years of professional experience

Work History

Licensed Insurance Sales Representative

Elaine LaVine State Farm Insurance Agency
Dana Point, CA
04.2016 - Current
  • Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
  • Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.
  • Analyzed retention, loss ratio trends and sales volume to identify areas for improvement.
  • Conducted research on insurance packages and investment options to generate client recommendations.
  • Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
  • Remained impartial in order to advise clients based on circumstances.
  • Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.

Licensed Insurance Representative

Lisa Newell Farmers Insurance Agency
San Clemente, CA
05.2007 - 03.2016
  • Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
  • Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
  • Approached potential clients by using direct marketing mailings and phone contacts.
  • Determined client needs and financial situations by listening and scheduling fact-finding appointments.
  • Cultivated new business by offering presentations on financial well-being to individuals and groups on term and whole life insurance.
  • Reported policy changes and company conditions affecting customer satisfaction.
  • Utilized advanced sales skills to overcome objections, persuade clients to purchase policies and close deals.
  • Spent ample time with each customer, verbally reviewing and explaining documents for client comprehension.

Licensed Insurance Representative

Elaine LaVine State Farm Agency
Dana Point, CA
04.2002 - 05.2007
  • Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
  • Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
  • Approached potential clients by using direct marketing mailings and phone contacts.
  • Determined client needs and financial situations by listening and scheduling fact-finding appointments.
  • Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
  • Obtained underwriting approval by completing application for coverage.
  • Developed sales leads from direct referrals, networking and targeted marketing campaigns.
  • Sold auto, home, life and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.

Education

High School Diploma -

John A Rowland High School
Rowland Heights, CA
06.1993

Skills

  • Clientele Development
  • Insurance Customization
  • Upselling Products and Services
  • Underwriter Selection
  • Policy Feature Explanations
  • Customer Satisfaction
  • Premium Calculations
  • Calculating Quotes
  • Insurance Industry Knowledge
  • Licensing Requirements

Timeline

Licensed Insurance Sales Representative

Elaine LaVine State Farm Insurance Agency
04.2016 - Current

Licensed Insurance Representative

Lisa Newell Farmers Insurance Agency
05.2007 - 03.2016

Licensed Insurance Representative

Elaine LaVine State Farm Agency
04.2002 - 05.2007

High School Diploma -

John A Rowland High School

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Patricia Reynoso