Summary
Overview
Work History
Education
Skills
Professional Development
Professional Highlights
Websites
Languages
Timeline
AdministrativeAssistant
Abby Vallejos

Abby Vallejos

Albuquerque,NM

Summary

Seasoned Solutions Consultant with robust experience in providing strategic solutions to complex business problems. Strengths include deep industry knowledge, superior problem-solving skills, and ability to collaborate effectively with diverse teams. Previous roles have contributed significantly to improving operational efficiency and driving revenue growth through innovative solutions implementation. Bilingual communicator (English/Spanish) skilled in leveraging data analytics to drive sales and deliver outstanding customer service.

Overview

10
10
years of professional experience

Work History

Solutions Consultant

PEOPLEASE
07.2024 - 12.2024
  • Focus on meeting with, and selling PEO solutions to, blue-collar and gray-collar organizations on the East Coast.
  • Develop relationships with P&C brokers, PEO brokers, and employee benefit brokers.
  • Generate leads from broker relationships for PEO-fit business.
  • Run a detailed cadence outreach to brokers and direct clients.
  • Run a detailed sales process of 45 to 90 days with interested organizations.
  • Utilize statistics and data from Sales Tableau, Sales Navigator, ZoomInfo, Salesforce, Vega RFP, Apollo.io, PrismHR, etc., in product presentations.
  • Provide pre-sales technical support and product demonstrations.
  • Optimize operational productivity while collaborating with senior leadership to share and implement process improvements.
  • Create detailed cost estimates for solutions implementation projects.
  • Collect, track and evaluate current business and market trend data.
  • Evaluate alternative technologies and products available in the marketplace for potential integration.
  • Analyze customer needs, challenges, and opportunities to develop appropriate solutions.

District Manager

TotalSource PEO, ADP
11.2021 - 07.2024
  • Specialize in offering PEO solutions to a diverse range of businesses across the Omaha/Lincoln region.
  • Established rapports with top-tier executives and company proprietors.
  • Conduct 3-5 executive overview meetings weekly to garner interest in ADP’s PEO solution.
  • Run a detailed sales process of 60 to 90 days with interested organizations.
  • Utilize statistics and data from Sales Tableau, Oracle, and Vega RFP.
  • Mentor and train new sales associates, overseeing their development until they are prepared to run their own meetings.
  • Lead team meetings, and develop thought leadership to present to our team.
  • Conducted market research and reported on competitors.
  • Enhanced sales volume through skilled support to both new and inactive customers.
  • Organize promotional events in order to drive sales volume for the team.
  • Foster crucial client relationships to expand referral network and long-term success.
  • Cultivate positive rapport with associates and team leadership.
  • Develop and significantly grew assigned territory using strong engagement and marketing skills.
  • Mentor team members by demonstrating best practices for sales and customer service.
  • Work with cross-functional teams to achieve goals.
  • Provide support and guidance to colleagues to maintain a collaborative work environment.

Business Development Lead

Applied Underwriters
02.2020 - 11.2021
  • Establish strong networks with producers and brokers in the territory.
  • Manage relationships between our underwriting division and retail/wholesale brokers.
  • Increase growth and retention of more than 1,000 retail and wholesale agencies in designated area.
  • Cultivate relationships with business owners in my territory.
  • Handle a steady volume of 3 to 5 new business submissions each week.
  • Achieve 50-75 outbound dials every day.
  • Provide extensive product presentations regularly, ensuring accurate product knowledge among producers and clients.
  • Develop strategies to increase customer satisfaction and loyalty.
  • Collaborate with internal teams to identify areas for improvement.
  • Monitor and report on the effectiveness of business development strategies and tactics, suggesting adjustments as needed.
  • Identify potential new markets for business development.
  • Draft proposals outlining product features, benefits, and value propositions.
  • Assist in the creation of business development policies, processes, and standards.
  • Monitor competitor activities and market conditions to identify threats and opportunities.
  • Provide regular reports on business development activities, outcomes, and ROI to senior management.
  • Manage CRM database, ensuring accurate and up-to-date information on leads and clients.
  • Produce sales documents, finalized deals and filed records.
  • Review customer feedback surveys to assess customer experience levels.

Insurance Sales Representative

Ken Brudos State Farm
07.2017 - 12.2019
  • Achieve a sales requirement of 40 new personal lines insurance policies monthly, done through prospecting new business only.
  • Develop plans to grow each individual client’s wealth and protect their assets.
  • Increase market share in the Albuquerque area for the current agent.
  • Monitor clients' insurance coverages to ensure changing needs were met.

  • Increase agency revenue by applying in-depth policy knowledge and persuasive communication skills to complete sales.
  • Facilitate policy renewals, ensuring clients' coverage needs were continuously met.
  • Build and maintain strong relationships with clients through regular follow-ups and excellent customer service.
  • Identify cross-selling opportunities within existing customer accounts.
  • Create customized presentations tailored to individual client needs.
  • Network and lead monthly events with the Albuquerque Hispano Chamber of Commerce, large auto dealerships, mortgage companies/lenders, and realtors.
  • Lead team meetings and train newly onboarded sales team members and share best practices.
  • Manage hundreds of customer accounts and policies, and handle the de-escalation of customer complaints.
  • Design a program for the customer service team to increase upselling outreach.
  • Create a referral program for newly onboarded clients and accounts.

Customer Service Rep/Jr. Sales Rep

Marty Saiz State Farm
03.2015 - 07.2017
  • Master State Farm CRMs, handle payments, and assist with customer questions.
  • Develop strong relationships with customers by providing personalized assistance and support.
  • Provide excellent customer service to resolve customer complaints in a timely manner.
  • Increase customer satisfaction ratings by effectively answering questions, suggesting effective solutions, and resolving issues quickly.
  • Adjust bills to resolve customers' service or billing complaints.
  • Prevent key account losses by researching discrepancies and correcting problems.
  • Update databases with new and modified customer data.
  • Perform administrative tasks such as filing paperwork, updating databases and generating reports.
  • Keep records of customer interactions or transactions, thoroughly recording details of inquiries.
  • Set financial planning and life insurance appointments.
  • Upsell current clients on additional, needed lines of business.
  • Present solutions to increase market share in the Albuquerque area, with help from the lead agent.
  • Network with various business owners, coaches, and athletic teams in the Albuquerque area, and help organize events to cater to these individuals.

Education

Bachelor of Arts - Spanish

University of New Mexico
Albuquerque, NM
05.2017

Skills

  • SPIN Selling Techniques
  • BANT Methodology Expertise
  • Partnership Engagement Strategies
  • Client-Centric Sales Approach
  • Leadership Strategy Consultant
  • Tailored Solution Development
  • Financial Analysis
  • Experienced with Microsoft Office Suite
  • Salesforce Proficiency
  • HubSpot Proficiency
  • Apolloio Expertise

Professional Development

  • Salesforce Certification
  • Customer Service Excellence Training
  • Leadership Management Workshop

Professional Highlights

  • Developed and implemented efficient sales processes, resulting in a 45% closure rate for personally generated new business submissions.
  • Always over 100% of plan quota achievement.
  • Led team meetings and mentored new associates, contributing to their successful transition into independent roles which resulted in additional revenue opportunities for the organization.
  • Established and maintained retail and wholesale insurance agency relationships, fostering long-term partnerships to leverage in any future roles.
  • Created monthly team marketing/lead generation thought leadership and material resulting in a 1/3 appointment set ratio for team members.
  • Implemented a custom calendar strategy to increase account management efforts and improve outreach experience.

Languages

English
Native/ Bilingual
Spanish
Native/ Bilingual

Timeline

Solutions Consultant

PEOPLEASE
07.2024 - 12.2024

District Manager

TotalSource PEO, ADP
11.2021 - 07.2024

Business Development Lead

Applied Underwriters
02.2020 - 11.2021

Insurance Sales Representative

Ken Brudos State Farm
07.2017 - 12.2019

Customer Service Rep/Jr. Sales Rep

Marty Saiz State Farm
03.2015 - 07.2017

Bachelor of Arts - Spanish

University of New Mexico
Abby Vallejos