Summary
Overview
Work History
Education
Skills
Internships
Timeline
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Alani Castano

San Antonio,TX

Summary

Detail-oriented Account Executive with 2+ years of experience in marketing and account managment. Remarkable relationship building to maintain clients

Hardworking customer service background with a proven track record of increasing book of business. Successful at meeting customer needs with accuracy, organization, and issue resolution. Strives to meet company needs and promote long-term loyalty. Goal-oriented and effective at maximizing repeat business opportunities.

Overview

8
8
years of professional experience

Work History

Underwriting Account Executive

Goosehead Insurance Agency
San Antonio, Texas
11.2021 - Current
  • Personal Lines, Property, and Casualty insurance services.
  • Conducted accurate and thorough risk selection with proper classification of insureds.
  • Maximize Salesforce CRM to review non-renewal, cancellation, and repair notices that we receive from our partnered carriers, and notify our clients on a timely basis. I provide the notice 1 to 3 months in advance, giving the client an adequate amount of time to see repairs, and communicate through all bases to ensure they understand I am their primary contact throughout this process. And once received, communicate with our carriers to rescind the cancellation notice, and ensure any outstanding risks are taken care of.
  • Maintained detailed records of underwriting decisions and processes.
  • Meeting and exceeding monthly KPIs with a focus on accuracy, retention, and productivity.
  • I also had the pleasure of making the President's Club and qualifying for the yearly Incentive Trip to Puerto Vallarta

Marketing Associate /Account Executive

Alamo Steam Team
San Antonio, Texas
10.2019 - 04.2021
  • Developed relationships with residential homeowners and commercial businesses to keep a re-occurring referral partnership to drive sales, Meet monthly with HVAC, Plumbing, Flooring, Interior Designers, and Natural Stone businesses to grow referral clients through their industry. Conduct monthly breakfast meetings with potential referral partners to discuss the benefits of the referral program and keep as a client
  • In office- prepared service quotes for clients and commercial accounts while upselling special packages
  • Hosted a booth at the Spring Home and Garden Show resulting in an average of $11,000 of profit in services and new leads
  • Drove new business development and client acquisition through lead generation research and exceptional service
  • Maximize Mailchimp to send subscribers monthly promotions and provide reports with suggestions to increase sales

Sales Representative

Fresh Success Marketing Group, FSMG
San Antonio, Texas
12.2018 - 10.2019
  • Market and sell LaVou skincare products inside retail stores Sam's Club and Costco with deep product knowledge and demonstration
  • Meet and exceed daily sales goal of $1,000 in Sam’s Club and $1,500 in Costco
  • Conducted interviews and on-boarding process to hire and train a mini team, including monitoring and review of individual performance
  • Mentored newly hired employees by explaining tactics for building sales pipelines and maximize profit

Sales Associate

Energy One Windows
San Antonio, TX
06.2017 - 09.2018
  • Developed relationships with clients through door-to-door sales visits, promoting energy efficient windows to residential clients with our Marketing Campaign
  • Appointment setting
  • Providing detailed product information and answered questions to homeowners
  • Sit with closers and follow up with installation process
  • Followed up with existing customers to ensure satisfaction with products purchased.

Education

Bachelor of Arts - Business Administration

The University of Texas At San Antonio
San Antonio, TX
12-2025

Associate of Arts - Business Administration

Northwest Vista College
San Antonio, TX
05-2024

Certification -

Texas Property And Casualty Insurance License
11.2021

High School Diploma -

John Paul Stevens
San Antonio
05.2017

Skills

  • CRM tools (Salesforce, Hootsuite, Monday)
  • Proficient in Microsoft Word, Outlook, Powerpoint, and Excel
  • Relationship Building
  • Customer Service and Rapport
  • Upselling and Cross Selling
  • Staff Training
  • Detail-Oriented
  • Reliable and Responsible
  • Adaptable and Flexible
  • Courteous Phone Demeanor
  • Team Leadership
  • Multitasking and Prioritization

Internships

Special Events Manager/ Small Business Navigator | October 2023- January 2024

Maestro Entrepreneur Center

San Antonio, Texas 78201

Summary

Entrepreneur Center - San Antonio, TX

• Developed and implemented comprehensive event plans, including budgets, venues, vendors, staff requirements, and timelines.

  • Coordinated with small business owners to attend events and promote enrollment of Maestro’s Small Business Cohort through cold calling, email advertising and face to face interactions

• Coordinated with caterers, florists, decorators, audio and visual technicians, security personnel and other service providers to ensure successful events.

• Managed all aspects of event logistics including setup and breakdown of the venue space with a detailed “run of show” for each event.

• Provided onsite support for special events as needed including troubleshooting any problems that arise during the event

• Managed social media accounts with Hootsuite and Monday

Timeline

Underwriting Account Executive

Goosehead Insurance Agency
11.2021 - Current

Marketing Associate /Account Executive

Alamo Steam Team
10.2019 - 04.2021

Sales Representative

Fresh Success Marketing Group, FSMG
12.2018 - 10.2019

Sales Associate

Energy One Windows
06.2017 - 09.2018

Bachelor of Arts - Business Administration

The University of Texas At San Antonio

Associate of Arts - Business Administration

Northwest Vista College

Certification -

Texas Property And Casualty Insurance License

High School Diploma -

John Paul Stevens

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