Veronica Ramirez Email & Phone Number

New York, Ny

Represent a full line insurance and financial products serving as a trusted advisor to business and individuals. Organize workshops to inform customers of new insurance products and services. Plan and attend meetings to sole insurance related problems. Developed, implemented and monitored new underwriting guidelines for the agency. Hire,train and supervise support staff. Maintain and monitor the follow up schedule for each active client. Create a productive work environment . Process payroll… Show more Represent a full line insurance and financial products serving as a trusted advisor to business and individuals. Organize workshops to inform customers of new insurance products and services. Plan and attend meetings to sole insurance related problems. Developed, implemented and monitored new underwriting guidelines for the agency. Hire,train and supervise support staff. Maintain and monitor the follow up schedule for each active client. Create a productive work environment . Process payroll for all staff. Set and evaluate each employee performance standards. Make a daily checklist for staff to follow. develop Life Insurance and commercial insurance leads to meet monthly sales target. Show less

New York, Ny

Contacted over 50 warm leads per week to expand client base. Interviewed prospective clients to learn about their financial needs and discuss any existing coverage. Complied coverage rating information in an accessible format. Submitted up to date activity and production logs to agency owner for review. Managed over 2000 policy renewals each year. Follow up with potential clients regarding online information request. Developed productive working relationships with car dealers, loan processors… Show more Contacted over 50 warm leads per week to expand client base. Interviewed prospective clients to learn about their financial needs and discuss any existing coverage. Complied coverage rating information in an accessible format. Submitted up to date activity and production logs to agency owner for review. Managed over 2000 policy renewals each year. Follow up with potential clients regarding online information request. Developed productive working relationships with car dealers, loan processors and other business partners in the community. Show less

New York, Ny

Processed applications, payments, corrections, endorsements and cancellations. Promoted agency products to customers in person, over the phone, and in writing. Prepare necessary paper work to process insurance sales and renewals. Answer and screen a high volume of calls and emails. Promoted client retention through high quality service and follow up.