Presented and explained insurance policy options based on client's needs and goals.
Oversee day-to-day operations, including underwriting and policy administration, ensuring compliance with industry regulations and company policies.
Conducted regular performance evaluations, providing coaching and training to enhance team skills and productivity.
Involved in the interview of candidates and training of new sales rep.
Developed and maintained a robust client portfolio, generating revenue through effective relationship management and targeted sales techniques.
Account Executive
T-Mobile
04.2023 - 02.2024
Developed new business from existing accounts, assigned leads, and significantly contributed to meeting departmental revenue goals
Managed 7 retail stores for business needs
Utilized SAP CRM to manage and analyze customer interactions, leading to a 20% increase in customer retention.
Conducted data-driven analysis using SAP BW to identify market trends and adjust sales tactics accordingly
Acquired new accounts through cold calling, email campaigns and door knocking within territory model. Maximized revenues by developing lasting relationships with customers
Negotiated contracts and closed agreements to maximize profits.
Presented ROIs to C-suite.
Helped coach newer AE's to be more proficient with cold calling and selling strategies.
Managed sales pipeline and tracked performance metrics to ensure sales goals were met
Technical Recruiter
Eliassen
04.2022 - 01.2023
Partnered with AE and Client to determine priority searches/ open positions. Recruiting various IT roles from Software Engineers, Devops, Cyber Security, Program Managers, and Analysis. This also range from Junior- Princple level.
Updated ATS to maintain detailed records of correspondence with candidate.
Source, screen, and qualify candidates for active requisitions and develop a network of potential talent through ongoing relationship management .
Created and executed sourcing plans that utilize numerous alternative search strategies to activate & engage passive and active talent.
Used Linkedin Recruiter, Dice, Ziprecruiter, and Monster.
Average 6 submits a week.
Recruiter
Ro-Health
11.2021 - 04.2022
Maintained competitive landscape knowledge for recruitment trends, competitors, and industry specific knowledge.
Recruited for CNAs. LVNs, and RNs.
Partnered with hiring managers to attract, source, recruit, and maintain strong candidate pipelines through ongoing engagement, delivery of exceptional service, and leveraging unique personality.
Led hiring and onboarding process for clients across 14 different roles within multiple territories.
Tools Used: LinkedIn Recruiter, Indeed, Career Builder.
Screened and pre-interviewed candidates referred for hiring consideration.
Account Executive
T-Mobile
07.2018 - 11.2021
Developed new business from existing accounts, assigned leads, and significantly contributed to meeting departmental revenue goals.
Acquired new accounts through cold calling, email campaigns and door knocking within territory model. Maximized revenues by developing lasting relationships with customers.
Negotiated contracts and closed agreements to maximize profits.
Leveraged SAP Analytics Cloud to generate sales reports and forecasts, improving sales strategy accuracy
Consistently achieved gross profit attainment rates at 120%-140% against expected GP.
Managed 12 retail stores for business needs.
Received Perfect Year award for 2020 for being the only AE in NorCal to not miss quota.
Presenting ROIs to C-suite.
Education
Skills
Remote Troubleshooting
SaaS
Business-to-Business
Order Processing
Excellent Communication and Negotiation Skills
Talent Acquisition
Cold-calling
Lift Over 50 Pounds
DEI Trained
Strategic Planning and Execution
Screening Candidates
Budget Management and Financial Reporting
Salesforce
SAP CRM (Customer Relationship Management)
Order Processing
Data Analysis and Reporting
Microsoft 360
Sales and Business Development
Leadership
Risk Management
Account management
Certification
Personal Lines License February 2024
Timeline
Branch Manager
Freeway Insurance
02.2024 - Current
Account Executive
T-Mobile
04.2023 - 02.2024
Technical Recruiter
Eliassen
04.2022 - 01.2023
Recruiter
Ro-Health
11.2021 - 04.2022
Account Executive
T-Mobile
07.2018 - 11.2021
Personal Lines License February 2024
Similar Profiles
Gerardo Navarrete BaezGerardo Navarrete Baez
Insurance Agent at Freeway InsuranceInsurance Agent at Freeway Insurance