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Barbara Garcia

@barbaragarcia

I grow insurance books through bilingual client service, coverage analysis, and proactive renewals.

United States
Message

What I'm looking for

I'm looking for an insurance or client-facing role where I can grow customer relationships, explain coverage clearly, manage renewals, and apply my bilingual Spanish service and team leadership experience.

I've sold and bound personal-lines P&C policies at Policygenius, helping clients compare carriers and close coverage gaps across auto, home, renters, and umbrella insurance.

I manage renewals, annual coverage reviews, mid-term changes, claims follow-up, and cross-sells to retain and grow client relationships. Previously at State Farm, I exceeded sales quota by 120% in 2023 while selling life, health, auto, and home insurance.

My service background includes resolving 95% of client inquiries and complaints on first contact while maintaining a 98% client satisfaction rate. I'm bilingual in Spanish and English and communicate complex policy details clearly so clients can make informed decisions.

Before insurance, I led hotel operations at JW Marriott and Westin Downtown, where I trained teams, improved occupancy strategies, and strengthened guest satisfaction.

Experience

Work history, roles, and key accomplishments

PL

Insurance Agent

Policygenius (SE2 LLC)

Jul 2025 - Jun 2026 (11 months)

Sold and bound personal-lines P&C policies by running needs analyses and comparing carrier options. Managed an existing book of business through proactive renewal outreach and cross-selling complementary lines.

Education

Degrees, certifications, and relevant coursework

GO

Google

Certificate, Artificial Intelligence

Completed Google AI Certification through Coursera in 2026.

GO

Google

Certificate, Project Management

Completed Google Project Management Certification through Coursera in 2025.

University of Houston logoUH

University of Houston

Bachelor of Science, Hotel Restaurant Management

Bachelor of Science in Hotel Restaurant Management with an emphasis in Lodging Management.

Tech stack

Software and tools used professionally

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