Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Nancy Velazco

Hammond

Summary

Successful Insurance Agent with expertise in providing wide range of insurance solutions. Possesses deep knowledge of insurance industry with extensive experience assessing customer solutions to meet their needs. Delivering outstanding customer service.

Overview

19
19
years of professional experience
1
1
Certification

Work History

Insurance Agent

Insurance Navy
09.2021 - Current
  • Built relationships with clients using active listening and issue resolution to provide excellent service.
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Maintained high standards of customer service by building relationships with clients.
  • Cross-sold insurance products to existing clients to reach sales targets.
  • Calculated quotes and educated potential clients on insurance options.
  • 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.
  • Improved client satisfaction by providing tailored insurance solutions and exceptional customer service.
  • Established trust with clients through transparent communication regarding policy costs, coverages, exclusions, limitations, endorsements or riders available upon request.
  • Fostered strong relationships with carrier representatives to stay informed on new offerings and underwriting guidelines, improving the ability to match clients with appropriate coverage options.

Insurance Agent

Rosenwinkle Insurance
10.2018 - 06.2020
  • Generated quotes and proposals for clients to match individual needs.
  • Followed up promptly with interested clients to close sales.
  • Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
  • Registered customer information on database to enable tracking history and maintain accurate records.
  • Sold auto, home, life, and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
  • Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
  • Developed strong relationships with clients through consistent communication and exceptional customer service.
  • Finalized sales and collected necessary deposits.
  • Negotiated contracts and terms of sale with potential customers.

Insurance Agent

Insureone Insurance Agency
10.2010 - 02.2017
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Maintained high standards of customer service by building relationships with clients.
  • Obtained underwriting approval by completing application for coverage.
  • Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
  • Worked closely with other team members to optimize sales strategies and achieve regional goals.
  • Met with customers to provide information about available products and policies.
  • Finalized sales and collected necessary deposits.
  • Generated leads through cold-calling, networking and other outreach methods.
  • Identified and solicited sales prospects in agency databases.

Insurance Agent

Gayda And Associates
12.2004 - 10.2010
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Maintained high standards of customer service by building relationships with clients.
  • Obtained underwriting approval by completing application for coverage.
  • Educated clients on insurance policies and procedures.
  • Collected premiums on or before effective date of coverage.
  • Finalized sales and collected necessary deposits.
  • Met with customers to provide information about available products and policies.

Education

High School Diploma -

East Chicago Central High School
East Chicago, IN
06.1997

Skills

  • Client Relations
  • Customer Follow-Up
  • Policy Renewals
  • Account Management
  • New Client Acquisition
  • Auto Insurance
  • Licensed Insurance Agent
  • Quotes and Sales
  • Claims Reporting Systems
  • Policy Writing
  • Property Insurance
  • Policy Knowledge
  • Attention to Detail
  • Product Knowledge
  • Teamwork and Collaboration
  • Multitasking Abilities
  • Customer Billing
  • Call Center Customer Service
  • Professionalism and Ethics

Certification

  • IN Property and Casualty License 2000
  • IL Property and Casualty License 2016

Languages

Spanish
Native or Bilingual

Timeline

Insurance Agent

Insurance Navy
09.2021 - Current

Insurance Agent

Rosenwinkle Insurance
10.2018 - 06.2020

Insurance Agent

Insureone Insurance Agency
10.2010 - 02.2017

Insurance Agent

Gayda And Associates
12.2004 - 10.2010

High School Diploma -

East Chicago Central High School
Nancy Velazco