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Alondra Morales

@alondramorales

Results-oriented insurance professional with expertise in sales and account management.

United States

What I'm looking for

I am looking for a role that offers growth opportunities and a collaborative environment.

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

OL
Current

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.

Education

Degrees, certifications, and relevant coursework

The Institutes Knowledge Group logoTG

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 logoTC

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

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Alondra Morales - Commercial Insurance Producer - Oklahoma Insurance Connection, LLC | Himalayas