Kimberly Lopez
Papillion
Summary
Experienced professional with expertise in sales, management, marketing, and customer service. Demonstrated success in surpassing revenue goals and sales targets. Proficient in lead generation, policy renewals, and team management. Extensive understanding of insurance products and regulations, emphasizing team collaboration and growth.
Overview
27
27
years of professional experience
1
1
Certification
Work History
Independent Insurance Agent
Lopez's Insurance and Financial Services
07.1998 - Current
- B2B
- Cold calling
- Door knocking
- Appointment setting
- Train new Agents
- Phone clinics
- Independent Agent mainly in the senior market. I do confidential needs analysis on clients And help educate them going from their working years to their retirement and help fill the gaps that medicare does not cover.
- I work with multiple companies in Life, Long Term Care, Medicare Supplement, Medicare Advantage, Dental, Investments.
Head Pre-need Advisor
John A Gentleman
03.2021 - 02.2024
- I meet with families and help them plan their final wishes, and I also take care of the aftercare program helping families make sure they have everything taken care of after somebody passes away. I was contracted through Precoa with John A Gentleman and our company got bought out and stopped using Precoa so now I am direct with the company which is Heritage. I am very passionate at what i do.
- Sales
- Marketing
- Team building
- Customer Service
- Lunch & Learns
- Education
- Aftercare
- Independent Agent
Career Sales agent/FieldTrainer
Physicians Mutual
07.2009 - 03.2019
- Cold calls, door knocking
- Appointment setting
- Recognized and promoted cross-sell and upsell opportunities in an effort to achieve specific sales production expectations
- Completed confidential client portfolios
- Met with clients one on one in their homes or at office to address their needs
- Thoroughly and accurately completed appropriate applications and forms as necessary always stay compliant
- Helped educate Senior's going from their working years to their retirement
- With all that I trained the new agents out in the field and train them from making phone calls to setting appointments to marketing to prospecting to presenting and making a sale.
- I was one of the top agents in the country for the five years that I was there made every convention every year and was one of the top annuity sales agents lots of awards and acknowledgements!!!
Manager
State Farm Mutual Insurance
01.1999 - 03.2007
- Manager/StaffA gent State Farm Insurance
- Company
- Scope of responsibility included the sales of P&C, Life and health and Commercial insurance products. Also did banking car loans checking savings accounts with State Farm Bank. I was responsible for all my own marketing and claims processing. Successfully manage the workflow of 5 staff members and their accountability in regards to production goals both individually and as a team.
- I hit all of my production goals with bonuses and also wrote 45 life apps in a certain period and got a State Farm ring with the Ruby and a diamond in it. Always exceeded expectations.
Education
High school -
Thomas Jefferson High School
Council Bluffs, IASkills
- Workers' Compensation
- Presentation Skills
- Outside Sales
- Commercial Insurance
- Relationship Management
- Management
- Upselling
- Cold Calling
Marketing
Business Development
- Microsoft Outlook
- Office Management
- Salesforce
- Life Insurance
- Team Management
- Underwriting
- Insurance Sales
- CRM Software
Sales Management
Certification
- Property & Casualty License
- Life & Health Insurance License
- Insurance Producer License
Timeline
Head Pre-need Advisor
John A Gentleman
03.2021 - 02.2024
Career Sales agent/FieldTrainer
Physicians Mutual
07.2009 - 03.2019
Manager
State Farm Mutual Insurance
01.1999 - 03.2007
Independent Insurance Agent
Lopez's Insurance and Financial Services
07.1998 - Current
High school -
Thomas Jefferson High School
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