Vicente Lozano

Cultivated client relationships as an Account Executive through personalized insurance solutions. Analyzed client needs to recommend appropriate policy options and negotiated terms to maximize customer satisfaction.

Connected with individuals using an advanced auto-dialing system to provide peace of mind through the sale of life insurance products. Provided professional active listening to find client needs and met monthly goals to qualify for bonuses.

Performed moderately complex licensing and permitting work, including receiving and reviewing applications and ensuring compliance with policies. Met and screened applicants, administered tests, and collected fees.

Maintained a full-time work schedule, obtaining and verifying income and resources to determine client financial eligibility. Interviewed clients to gather information and conducted reviews for continued eligibility.

Conducted and data entered SNAP E&T Orientations and performed one-on-ones for customers requesting exemptions. Created folders and case notes for exemptions, conversations, follow-ups, and case closures.

Answered telephones, provided customer service for inbound calls, and assisted with account history and technical problems. Served as an assistant manager, overseeing employee production and scheduling.

Completed high school education, earning a diploma. Acquired foundational knowledge across various subjects.