Angie Santa Cruz
Chicago,IL
Summary
Results-driven professional provides customers with tailored solutions to meet needs. Successfully establishes relationships with customers and delivers quality service. Agile individual with excellent communication and customer service skills.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Life Insurance Agent
New York Life
10.2023 - 05.2024
- Identify potential clients, understand their needs, and present customized life insurance solutions
- Conducted thorough assessments to determine appropriate coverage amounts and types of policies
- Possess in-depth knowledge of various life insurance products and their benefits
- Developed strong relationships with clients based on trust and personalized service
- Effectively communicate complex insurance concepts in a clear and understandable manner
- Maintained high ethical standards, adheres to industry regulations, and prioritizes client needs
- Participated in professional development opportunities such as training sessions and conferences to stay informed on best practices within the life insurance industry.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Crafted clear, informative reports to explain life insurance policy features and benefits.
- Developed comprehensive financial plans for clients, ensuring proper coverage and security for their families.
Associate Banker
JP Morgan Chase
10.2022 - 07.2023
- Greet and welcome customers, providing exceptional service and building positive relationships
- Process various transactions accurately and efficently, including deposits, withdrawals, transfers, payments, and check cashing
- Assist with branch operations, including cash handling, vault management, and ATM maintenance
- Maintain accurate account records and ensure compliance with bank policies and regulations
- Maintained accurate records of all transactions, keeping track of daily activities for auditing purposes.
- Strengthened client relationships through consistent communication and personalized attention to individual needs.
- Balanced teller drawers and ATM cash.
- Resolved complex client issues by coordinating with relevant departments, ensuring timely resolution and customer satisfaction.
Sales Representative
T-Mobile Wireless Vision
11.2020 - 03.2022
- Contact potential customers to introduce products or services and generate leads
- Enhanced client satisfaction by addressing concerns promptly and providing exceptional service.
- Generated additional sales opportunities with upselling and cross-selling techniques.
- Expanded customer base through cold calling, networking, and relationship building.
- Increased sales revenue by identifying and targeting high-potential accounts.
Internship
Katten Muchin
08.2017 - 03.2020
- Handle incoming and outgoing mail for the conflicts department
- Completed assigned duties and consistently produced high volumes of work to support daily business needs
- Answered phone calls and delivered mail to corresponding departments
- Supported staff members in their daily tasks, reducing workload burden and allowing for increased focus on higher-priority assignments.
- Gained valuable experience working within a specific industry, applying learned concepts directly into relevant work situations.
- Sorted and organized files, spreadsheets, and reports.
- Gained hands-on experience in various software programs, increasing proficiency and expanding technical skill set.
Education
High School diploma -
Cristo Rey Jesuit High School
Chicago, IL06.2021
Skills
- Customer service
- Communication
- Analytical skills
- Problem-solving
- Teamwork
- Prospecting clients
- In-depth product knowledge
- Building Relationships
- Client Account Management
Accomplishments
- Resolved product issue through consumer testing.
- Managed 10 opportunities per month.
- Supervised team of 4 staff members without management title.
Certification
Life and Health License, Qualify leads by understanding their needs.
References
- Matthew Branchik, 5/3rd Bank, Chicago, IL, matthew.branchik@53.com, 216-409-7568
- Michael DeVivo, New York Life, Downers Grove, IL, msdevivo@newyorklife.com, 630-709-6254
- Martha Corral, Wireless Vision, Chicago, IL, 708-427-2056
- Daniel Mojica, Vertiport, Chicago, IL, 312-998-0925
Languages
Spanish
Native or Bilingual
Timeline
Life Insurance Agent
New York Life
10.2023 - 05.2024
Associate Banker
JP Morgan Chase
10.2022 - 07.2023
Sales Representative
T-Mobile Wireless Vision
11.2020 - 03.2022
Internship
Katten Muchin
08.2017 - 03.2020
High School diploma -
Cristo Rey Jesuit High School