Jose Montanez

Insurance Agent @Farmers Insurance

Modesto, CA, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Dec 2022 — Present

Insurance Agent @Farmers Insurance

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Modesto, CA, US

Advised current and potential clients on home, auto, and life insurance benefits and options designed to provide personal and property protection in unforeseen circumstances• Completes coverage by delivering policy, planning future follow-up visits, and evaluations of needs.• Analyze potential client requirements and prepare comprehensive plans that meet individual insurance needs and financial goals• Increased customer retention by communicating and following up with clients ensuring all needs were satisfied

EDUCATION

2021 — 2023

California State University, Stanislaus

Bachelor of Business Administration - BBA

ABOUT JOSE MONTANEZ

Hello my name is Jose Montanez I graduated from Stanislaus State University May of…

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Jose Montanez — Insurance Agent at Farmers Insurance in Modesto, CA, US | Unifers