ANA M. SANTOS

• Coordinated various tasks in a high-pressure setting, demonstrating adaptability for conducting meetings and traveling within designated areas.Conducted research and analysis to support accurate health insurance quotes and comprehensive proposal creation.
• Developed strategic relationships in assigned territory, emphasizing collaborative problem-solving and maintaining high standards of responsiveness.
• Evaluated industry developments and competitive factors to enhance market strategy in designated territory.
• Utilized effective communication techniques to foster positive interactions and ensure customer satisfaction in service delivery.
• Leveraged high-level skills in Microsoft Office, Outlook, Salesforce, CPQ, and LGIT to support team productivity and project management.
• Engaged with brokers, account managers, and underwriting teams to ensure alignment on project objectives and deliverables.
• Oversaw the timely execution of account updates and meticulous documentation to align with regulatory compliance mandates.
• Engaged with vital stakeholders, such as independent insurance producers and plan sponsors, to identify and capitalize on sales opportunities for sustainable growth.

Achieved high client satisfaction by delivering comprehensive guidance on filing LLCs, DBAs, non-profits, and corporate taxes. Streamlined permit service processes for all 50 states. Responded to client inquiries through calls, emails, and live chats, ensuring accurate and timely information delivery.

Achieved high levels of customer satisfaction and repeat business by managing 40-60 daily calls and participating in Google meetings. Elevated team performance by training and mentoring new sales representatives. Secured excellent client satisfaction ratings through exceptional service delivery. Strengthened sales presentations by developing a comprehensive understanding of products, services, and competitive landscape.

• Achieved client education on filing LLCs, DBAs, non-profits, corporations, taxes, and permits with state authorities. Delivered services to clients in all 50 states. Responded to client inquiries through inbound and outbound calls, emails, and live chats, resulting in high satisfaction levels. Cultivated customer accounts to secure repeat business. Mentored new sales representatives, contributing to team success. Maintained excellent client satisfaction ratings through dedicated service. Strengthened sales presentations by acquiring comprehensive knowledge of products, services, and competitors.

• Achieved high levels of customer satisfaction by managing incoming calls and providing exemplary service as a sales consultant, handling 45-65 calls daily.
• Increased sales through effective upselling to bankers, business owners, small business owners, school districts, and contractors.
• Delivered customized product solutions to clients, enhancing their experience and satisfaction. Established and maintained
• Strong client relationships through timely responses to calls, emails, and faxes in a fast-paced environment. Drove revenue growth by negotiating favorable pricing and promoting bulk purchase savings to clients.
• Strengthened client engagement through diligent follow-up communications, consistently exceeding monthly sales goals as a platnuim sales agent.
• Contributed to team success by training new hires, collaborating with colleagues, and leading meetings that resulted in the team being ranked #1 for three consecutive years.
• Employed a variety of software tools including Outlook, Bisnet, Comet, Salesforce, PS Print, PowerPoint, Citric, Avaya, VPN, Ink Head, and Bags & Bows to streamline operations.