ADRIAN FERNANDEZ - DAVILA - INSURANCE BROKER - POPULAR RISK SERVICES

INSURANCE BROKER

POPULAR RISK SERVICES

12.200 - Current

Provided exceptional customer service by responding quickly to inquiries, resolving issues, and anticipating client needs.
Educated clients on various insurance products, enabling informed decisions regarding their coverage options.
Maintained thorough knowledge of insurance regulations, staying up-to-date on changes that could impact clients or business operations.
Generated referral business from satisfied customers who shared positive experiences with friends and colleagues.
Developed strong relationships with insurance carriers, allowing for more efficient claim resolution processes.
Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
Assisted clients with claims processing, ensuring a smooth experience during difficult times.
Collaborated with underwriters to negotiate favorable terms for clients, ensuring competitive pricing and comprehensive coverage.
Calculated quotes and educated potential clients on insurance options.
Conducted risk assessments to identify potential liabilities and recommend appropriate coverage levels based on clients'' unique situations.
Achieved high customer retention rates by maintaining open communication channels and addressing concerns promptly.
Participated in ongoing professional development, staying current with insurance best practices and emerging industry trends.
Evaluated accuracy and quality of data entered into agency management system.
Streamlined the insurance application process, resulting in faster approvals and increased efficiency.
Enhanced customer loyalty by delivering timely and accurate policy updates and renewal information.
Organized regular check-ins with clients to review coverage limits and ensure adequate protection as their life circumstances changed.
Reported policy changes and company conditions affecting customer satisfaction.
Sold property and casualty, life, health, disability, group policies and annuities to new and existing customers.
Retained 95% of policyholders during annual renewal period.
Adhered to health and prescription insurance products, delivery systems, and claims systems.
Met with prospective customers and business owners in homes, businesses, and other settings.
Developed sales leads from direct referrals, networking and targeted marketing campaigns.
Implemented an organized system for managing client files, improving overall productivity and data management capabilities.
Advised small businesses on selecting employee benefit packages that balanced cost-effectiveness with comprehensive offerings.
Contributed to company growth through participation in industry events, conferences, and seminars promoting our services.
Improved operational efficiency by implementing new technologies that streamlined policy quoting and comparison processes.
Expanded the company''s client base through effective networking and relationship-building strategies.
Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
Mentored 20 entry-level brokers.
Called potential clients to set up appointments according to mutual availability.
Responded to customer calls swiftly to resolve issues and answer questions.
Maintained high standards of customer service by building relationships with clients.
Identified potential risks in client businesses and recommended appropriate insurance coverage.
Cross-sold insurance products to existing clients to reach sales targets.
Prepared and reviewed insurance applications to verify compliance with regulations.
Built relationships with clients using active listening and issue resolution to provide excellent service.
Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
Utilized CRM software to manage client relationships.
Determined client needs and financial situations by listening and scheduling fact-finding appointments.
Analyzed customer needs to provide customized insurance solutions.
Finalized sales and collected necessary deposits.
Educated clients on insurance policies and procedures.
Met with customers to provide information about available products and policies.
Conducted annual reviews of existing policies to update information.
Designed presentations and marketing materials to promote insurance products.
Negotiated contracts and terms of sale with potential customers.
Created sources for continuous client referrals within community and with businesses using extensive networking skills.
Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
Analyzed risk factors to recommend appropriate coverage levels.
Conducted research and identified market trends to develop better strategies for sales.
Collected premiums on or before effective date of coverage.
Developed and implemented promotional strategies to increase customer base.
Monitored customer feedback and identified areas of improvement.
Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
Generated leads through cold-calling, networking and other outreach methods.

ADRIAN FERNANDEZ - DAVILA

Summary

Overview

Work History

INSURANCE BROKER

Insurance Broker

Education

High School Diploma -

Skills

Certification

Languages

Timeline

Insurance Broker

High School Diploma -

INSURANCE BROKER

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