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  • MILTON ESTRADA

    Customer Service/ Sales Representative

    Milton A Estrada
    8125 W Preston Lane
    Phoenix, AZ 85043
    (602) 710-4244
    milton2m@yahoo.com

    Objective:
    Willing to work as an insurance agent in a reputed Insurance Industry where I can apply all my
    education and background experience to increase the profit of the company.

    Work Experience:
    August 2010 " Present Insurance Agent
    Oasis Insurance Agency
    • Sell various types of insurance policies to individuals on behalf of Oasis Insurance including
    • automobile, Homeowners Insurance, Dwelling Fire and Renters Insurance
    • Collecting Insurance premiums, Balancing books, Bank deposits
    • Ensure that policy requirements are fulfilled
    • Underwriting on new policies written by other agents
    • Customer service answering calls helping customers in any questions they have and explaining
    coverage
    .
    May 2010 " July 2010 Insurance Agent
    Mickey Clayton Insurance Agency
    • Collecting information from clients and assessing their risk profiles and insurance needs.
    • Anticipate the insurance needs of clients, such as policy renewals
    • Making research of the various insurance companies and Insurance policies offered by them to
    help clients in choosing most suitable policy.
    • Providing advice to clients on risk management and assist them to develop new ways to
    minimize risk
    • Renewing and modifying existing policies
    • Collecting Insurance premiums and processing accounts
    • Keeping detailed records of each and every policy

    August 2009 " May 2010 Insurance Agent
    L.A Insurance Agency
    • Marketing and making new clients
    • Advising clients when and whether they need to make a claim on their policies
    • Sell various types of insurance policies to individuals on behalf of LA Insurance including
    automobile, fire and property.
    • Explain features, advantages and disadvantages of various policies to promote sales of
    insurance plans
    • Ensure that policy requirements are fulfilled
    • interview prospective clients to obtain data about their financial resources and needs, physical
    condition of the automobile or property to be insured and to discuss any existing coverage

    November 2004 -August 2009
    Mickey Clayton Insurance Agency
    • Collecting information from clients and assessing their risk profiles and insurance needs.
    • Anticipate the insurance needs of clients, such as policy renewals
    • Making research of the various insurance companies and Insurance policies offered by them to
    help clients in choosing most suitable policy.
    • Providing advice to clients on risk management and assist them to develop new ways to
    minimize risk
    • Renewing and modifying existing policies
    • Collecting Insurance premiums and processing accounts
    • Keeping detailed records of each and every policy

    Key Competences
    • ten key by touch
    • 50 W.P.M
    • Bilingual
    • Problem solving
    • adaptability
    • able to work as a team member or individual

    Education and Professional training
    Property and Casualty License Authority 2012
    • Personal Lines License Authority 2009
    • Notary 2010
    • Computer repair and maintenance Certificate 2001
    • High School Diploma 1999

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