Rosa Carlos
Scottsdale
Summary
Dynamic customer service and sales professional with proven success at Everette Insurance Group LLC, excelling in client retention and achieving sales quotas. Skilled in CRM software and problem-solving, I deliver tailored solutions and exceptional support, enhancing customer satisfaction and loyalty. Reliable and goal-oriented, I thrive in fast-paced environments.
Overview
6
6
years of professional experience
Work History
Customer Service/Sales Agent
Everette Insurance Group LLC
05.2024 - 08.2025
- Retained existing customers by providing exceptional support and addressing concerns proactively before they escalated into larger issues.
- Assisted customers with Spanish-language inquiries in a timely and professional manner.
- Achieved or exceeded company-defined sales quotas.
- Met with customers to discuss and ascertain needs, tailor solutions and close deals.
Customer Service /Life Insurance Agent
Direct Line Insurance Services
05.2019 - 05.2024
- Developed comprehensive financial plans for clients, ensuring proper coverage and security for their families.
- Provided exceptional customer service by addressing concerns promptly and maintaining open lines of communication.
- Improved client retention rates by offering tailored policy recommendations that met their unique requirements and goals.
Education
Artesia High School
Norwalk, CAProperty & Casualty/ Life License Class
IC Insurance Acadamy
Rancho Cucamonga, CA03-2020
Skills
- Goal oriented
- CRM software
- Customer service
- Problem-solving
- Email communication
- Phone etiquette
- Call center experience
- Multitasking Abilities
- Reliability
Languages
Spanish
Full Professional
Timeline
Customer Service/Sales Agent
Everette Insurance Group LLC
05.2024 - 08.2025
Customer Service /Life Insurance Agent
Direct Line Insurance Services
05.2019 - 05.2024
Artesia High School
Property & Casualty/ Life License Class
IC Insurance Acadamy
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