Juvenal Castro Email & Phone Number

Newport Beach, California, United States

Complete Market research to assess overall risk appetite to determine viability of a new business. Effectively communicate with internal and external senior leadership to gather information, provide guidance, and inform decision making, enhancing customer relationships.Review policy forms to identify and communicate any changes to agents, ensuring they are informed about upcoming renewals and can effectively manage client communications.Accurate record keeping to satisfy carrier requests, fulfill Ad Hoc reports, and meet compliance.

Sacramento, California, United States

Oversaw renewals and new business, from initial assessment to final issuance resulting contributing to over $2M dollars in written premium for the company. Researched carrier guidelines to identify and understand updates or changes, ensuring accurate communication of renewal terms to agents.Reviewed applications to ensure alignment with both our company's and our carrier's underwriting criteria and appetite.Networked with current agents to cultivate relationships and seek new business opportunities.

San Diego, California, United States

Cold called 100+ small business owners daily, converting on average 3 into qualified leads. Designed custom sales script resulting in consistently achieving monthly quote every month.Maintained accurate records of lead interactions and progress in CRM systems, providing regular reports and insights on lead generation and conversion rates.

Elk Grove, California, United States

Cold called 100+ small business owners daily, converting on average 3 into qualified leads. Designed custom sales script resulting in consistently achieving monthly quote every month.Maintained accurate records of lead interactions and progress in CRM systems, providing regular reports and insights on lead generation and conversion rates.

Sacramento, California, United States