Alondra Morales
@alondramorales
Results-oriented insurance professional with expertise in sales and account management.
What I'm looking for
With over five years of experience in the insurance industry, I have honed my skills in sales, account management, and office operations. Currently, I serve as a Commercial Insurance Producer and Account Manager at Oklahoma Insurance Connection, LLC, where I have achieved an impressive average retention rate of 92% for B2B insurance products. My role involves identifying new business opportunities, negotiating terms with insurance carriers, and managing a $1.7 million book of business. I take pride in developing automation workflows that enhance client communication and streamline renewal processes.
Prior to my current position, I worked at State Farm-Tania Bledsoe Agency, where I successfully marketed insurance offerings, significantly reducing paid leads by 36%. My background also includes experience as a Merchandiser at JCPenney, where I increased sales through strategic product displays. I am committed to building strong customer relationships and mentoring new agents to achieve their sales goals.
Experience
Work history, roles, and key accomplishments
Commercial Insurance Producer
Oklahoma Insurance Connection, LLC
Mar 2022 - Present (3 years 3 months)
As a Commercial Insurance Producer & Account Manager, I excelled in B2B sales, achieving a 92% retention rate. I identified new business opportunities, negotiated terms with carriers, and managed a $1.7 million book of business while developing efficient workflows for client renewals.
Insurance Producer
State Farm - Tania Bledsoe Agency, LLC
Feb 2020 - Mar 2022 (2 years 1 month)
In my role as an Insurance Producer & Account Manager, I advised clients on insurance products, marketed offerings through various channels, and conducted annual reviews, successfully decreasing paid leads by 36%.
Merchandiser
JCPenney
Sep 2015 - Nov 2019 (4 years 2 months)
As a Merchandiser, I increased sales by 23% through effective product displays and collaborated with vendors to resolve customer issues, enhancing overall store performance.
Education
Degrees, certifications, and relevant coursework
The Institutes Knowledge Group
Associate in Commercial Underwriting, Insurance
Pursuing an Associate in Commercial Underwriting (AU), focusing on the principles of underwriting and risk assessment in the insurance industry.
Tulsa Technology Center
Certificate in Legal Assistant, Legal Studies
2017 -
Completed the Legal Assistant Program, gaining foundational knowledge in legal procedures and documentation.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Job categories
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