Iris Ortiz Guzman Email & Phone Number

Raynham, Ma

Raleigh-Durham, North Carolina Area

• Documented face-to-face and telephone based insurance related inquiries.• Identified customer insurance needs and assisted prospects in the process of pairing the client needs and insurance product.• Applied knowledge of insurance products and underwriting guidelines to determine insurable risks.• Developed and bound auto, umbrella, property, and ocean marine insurances applications.• Developed and resolved insurance underwriting concerns.• Calculated premiums… Show more • Documented face-to-face and telephone based insurance related inquiries.• Identified customer insurance needs and assisted prospects in the process of pairing the client needs and insurance product.• Applied knowledge of insurance products and underwriting guidelines to determine insurable risks.• Developed and bound auto, umbrella, property, and ocean marine insurances applications.• Developed and resolved insurance underwriting concerns.• Calculated premiums. • Established payment methods and collected insurance premiums.• Handled billing inquiries.• Explained features, advantages and disadvantages of various policy types and coverage to promote sale of insurance plans and bundle of various insurance products. • Responded to customer questions, concerns and inquiries in regards to policy coverage.• Performed interpreter duties.• Developed and established sales quotas and commission goals in a daily, weekly, monthly and yearly basis• Handled sales leads.• Developed and conducted training presentations.• Trained new hires on sales and underwriting procedures. Show less