Anival Jimenez
Long Beach,CA
Summary
Dynamic professional with versatile skills in project management, problem-solving, and collaboration. Offers a fresh perspective along with a strong commitment to quality and success. Recognized for adaptability and a proactive approach in delivering effective solutions that drive results. Eager to leverage expertise to contribute to team objectives and enhance organizational performance.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Account Manager I
USAA Insurance Agency
San Antonio, TX
02.2024 - Current
- Facilitated member satisfaction by executing timely follow-ups, contributing to a 46% close ratio.
- Fostered member relationships to identify financial requirements and offer personalized solutions in California.
- Cultivated strong relationships within account portfolio, prioritizing customer satisfaction through consistent communication and dedicated support.
- Coordinated efforts with cross-functional teams to enhance service delivery and swiftly resolve member issues.
- Analyze member feedback and market trends to identify opportunities for service improvements and product offerings.
- Drove sales performance by effectively marketing USAA products and services to both current and potential members.
- Introduce and implement solutions tailored to the California Market, Enhancing member engagement.
- Operational improvements and clear feedback
- Strategic Sales and Planning for the California market
- Delivered targeted feedback during mentoring and coaching interactions to foster skill growth and performance improvement.
- Achieved improved data accuracy through rigorous CRM data hygiene practices. Enhanced pipeline management processes, resulting in streamlined operations. Drove initiatives that elevated overall data quality and reliability.
Business Develop. Manager
Express Emp. Professionals
Covina, CA
08.2022 - 02.2024
- Present, Promote and sell products/services using solid arguments to existing and prospective customers
- Establish, develop and maintain positive business and customer relationships
- Coordinate sales efforts with team members and other departments
- Analyze the territory/market’s potential, track sales and status reports
- Expedite the resolution of customer problems and complaints to maximize satisfaction
- Supply management with reports on customer needs, problems, interest, competitive activities, and potential for new products and services
- Strategic Sales and Planning
- Operational process and improvement
- Managed team performance through regular training, coaching, and feedback sessions.
- Led operational strategies to optimize workflow efficiency and resource allocation.
Sales Manager
Geico
Santa Ana, CA
08.2020 - 07.2022
- Oversaw sales production and generated comprehensive reports, including key performance indicators.
- Developed training programs that improved team product knowledge and customer engagement techniques.
- Orchestrated comprehensive training and development initiatives to empower team in achieving and exceeding sales goals.
- Developed and implemented innovative insurance product offerings to meet diverse client needs.
- Served as a key liaison to streamline interactions between sales teams and ownership, ensuring alignment on objectives.
- Established and maintained weekly and monthly goals to drive representatives' accountability and performance.
- Achieved successful candidate selection through effective interviewing processes. Enhanced team capabilities by delivering comprehensive training for new staff members.
- Managed and guided agents of eight or more to support operational efficiency.
- Identified and engaged potential dealership and mortgage company partners to drive mutual growth and expand market reach.
- Educate and assist consumers on products available best suited for their needs
- Sold policies consisting of auto, home, umbrella, and watercraft
- Underwrite insurance policies
- Analyzed market trends and developed targeted strategies to empower sales team in consistently exceeding quarterly performance benchmarks.
- Designed and implemented training programs to enhance team product knowledge and customer engagement techniques, which increase production by25%.
- Conducted regular performance evaluations to mentor staff and promote professional development within the team.
- Held one-on-one meetings with sales team members to identify selling hurdles and offered insight into best remedy.
Sales/Marketing Manager
Allstate
Huntington Beach, CA
11.2018 - 07.2020
- Responsible for production of sales team
- Develop new efficient ways of producing sales and developing relationships
- Assist consumers on products available that best suits their needs
- Sold policies consisting of auto, home, umbrella, watercraft, retirement and financial portfolios
- Underwrite insurance policies
- Responsible for meeting and or exceeding monthly goals
- Joined the Business Network International (BNI) to generate referrals
- Analyzed market trends to identify opportunities for new product development and service enhancements.
- Developed and implemented strategic marketing campaigns to increase brand awareness and customer engagement.
National Account Manager
SelectQuote
San Diego, CA
10.2016 - 11.2018
- Generated an average of $85k in monthly premium sales to enhance revenue growth.
- Assist consumers in 30 states on products available and best suited for their needs
- Sold policies consisting of auto, home, umbrella, and watercraft
- Conducted thorough reviews of insurance policies to maintain accuracy and mitigate risk across national operations.
- Cultivated client relationships and identified opportunities to achieve monthly sales growth.
- Ranked among top ten producers in insurance premiums, contributing significantly to overall sales performance for two years.
Sales Agent
Auto Club of Southern California
Inglewood, CA
05.2010 - 08.2016
- Consistently ranked among top ten agents in region, demonstrating sustained performance excellence over four years.
- Responsible for actively generating sales growth
- Attended several Top producer sales conferences
- Cross sell policies; auto, home, umbrella, watercraft, etc.
- Underwrite insurance policies
- Ensured complete adherence to policies, maintaining a standard of 100% accuracy.
- Partnered with life and travel agents for referrals
- Collaborated with insurance business manager to create comprehensive training memos and detailed sales reports.
- Maintained a track record of exceeding sales objectives throughout six years in the role.
- Developed and maintained strong client relationships to enhance customer loyalty and retention.
- Executed sales strategies to meet and exceed monthly targets in competitive markets.
Education
High School Diploma -
David Starr Jordan High
Long Beach, CA06-1999
Management Certification - Management
University of Denver
Denver, CO12-2024
Skills
- Account management
- Customer service
- Teamwork and collaboration
- Client relations
- Sales development
- Issue resolution
- Goals and performance
- Team Training
- Policy administration
- Insurance underwriting
Accomplishments
- Training - Designed and executed one-month training program for company sales team, increasing employee productivity and product knowledge.
- Business Development: - Developed strong relationships with key referral sources which resulted in 12% increase in referrals over one-year. Initiated two key partnerships which resulted in 15% revenue growth.
- Achieved Top Agent by out selling other producers with accuracy and efficiency.
Certification
- Personal Lines License
- Leadership Management Certification
Languages
Spanish
Full Professional
Agent of The Year
Sold 1.2 million in Home Premium.
Top sales of Auto Premium.
Timeline
Account Manager I
USAA Insurance Agency
02.2024 - Current
Business Develop. Manager
Express Emp. Professionals
08.2022 - 02.2024
Sales Manager
Geico
08.2020 - 07.2022
Sales/Marketing Manager
Allstate
11.2018 - 07.2020
National Account Manager
SelectQuote
10.2016 - 11.2018
Sales Agent
Auto Club of Southern California
05.2010 - 08.2016
High School Diploma -
David Starr Jordan High
Management Certification - Management
University of Denver