Bilingual Insurance Agent/SME responsible for individual sales goals in
the agent position while providing new and currant customers with
excellent service and product knowledge.
l Duties included but not limited to customizing insurance programs to
suit individual customers, often covering a variety of risks.
l Sold various types of insurance policies to individuals on behalf of
insurance companies, including automobile, fire, property, or
specialized policies such as marine, farm policies.
l Called upon policyholders to deliver and explain policy information
and analyze insurance programs and suggest additions or changes.
l As a SME (subject matter expert) I was responsible for assisting my
coworkers with any product or system questions that arise during
working hours, Also participated in the hiring and training of new
l Identified process inefficiencies through gap analysis.
l Recommended operational improvements based on tracking and
l Performed competitor bench marking analysis and identified savings
opportunities and potential product enhancements.
l Reviewed sales, customer concerns and new opportunities to drive
business strategy at weekly planning sessions.
l Monitored timelines and flagged potential issues to be addressed.
l Directed planning, budgeting, vendor selection and quality assurance