Summary
Overview
Education
Work History
Skills
Certification
Timeline
Generic

Anna Gonzales

San Antonio,Texas

Summary

Highly motivated individual with experience in the insurance sector. Proven record of success in meeting sales targets, managing customer relations and providing exceptional customer service. Skilled in using technology to streamline operations and develop innovative strategies to increase sales. Looking to increase knowledge and experience to generate a positive impact in a new role.

Overview

11
11
years of professional experience
1
1
Certification

Education

No Degree - Vocational Nursing

St.Philips Collage

Work History

Licensed Insurance Agent

USAA Insurance
08.2024 - Current
  • Use of discovery to understand members needs
  • Recommended type and amount of coverage based on analysis of members' circumstances, such as financial situation and coverage goals.
  • Calculated drug cost and educated members on insurance options.
  • Leveraged knowledge of company insurance products and services to advise members on appropriate choices.
  • Maintained high standards of customer service by building relationships with clients., while overcoming objections using sales techniques and persuasion skills.

Bartender/Server

Blue Star Brewing
10.2023 - 10.2024
  • Obtained cash bank and stocked service bar to prepare for operation.
  • Kept bar presentable and well-stocked to meet customer needs.
  • Performed opening and closing duties, printing sales reports, setting up for incoming shift, preparing cash drawers, and taking inventory.
  • Trained new bartenders on drink preparation, product promotion, garnish preparation, and sanitation protocol.
  • Managed bar inventory, restocked supplies and placed orders for spirits, beer, wines, and mixers.
  • Cultivated strong relationships with repeat customers, engaging in friendly conversation and memorizing drink orders to promote loyalty.

.

Waitress

Casa Rio
10.2022 - 06.2023
  • Cultivated positive relationships with customers through friendly interactions, providing a welcoming atmosphere for dining guests
  • Exhibited exceptional problem-solving skills by resolving difficult customer complaints quickly and efficiently
  • Acquired knowledge of menu items and specials to assist customers with their selections.
  • Remained calm and poised when dealing with difficult customers or during busy shifts.

Insurance Broker

E-telequote Insurance
01.2019 - 05.2022
  • Knowledgeable about the company's insurance products and services, allowing me to advise customers on their best options
  • Kept 92% of policyholders during the annual renewal period
  • Used persuasion sales techniques to recommend the type and amount of coverage based on an analysis of the customers' circumstances
  • Used advanced sales skills to overcome objections, persuade clients to purchase policies, and close deals
  • Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.

Healthcare Agent/Supervisor

Connexion Point
09.2014 - 01.2019
  • Was in charge of supervising a team of 25+ agents
  • Responsible for providing them guidance to provide excellent customer service to callers with Medicare issues
  • Increased efficiency and productivity through effective staff training in customer service protocols and call resolution techniques
  • Explained the benefits, features, and drawbacks of various policies in order to promote plan sales and increase our overall production.

Bartender

Joes Volcano
06.2013 - 03.2014
  • Consistently achieved highest per-night sale average (out of 10+ servers)
  • Maintain stock levels to prevent shortage of critical items
  • Participate in bar incentives and contest to drive sales and promote the venue
  • Promote upcoming bar events, programs, and discount nights
  • Strictly abided by all state liquor regulations, particular in regards to intoxicated persons and minors
  • Work well under pressure in a fast-paced environment with lots of distractions and interruptions.

Skills

  • Insurance sales strategy
  • Team training and development
  • Asset protection expertise

  • Sales strategy development
  • Marketing techniques

Certification

  • Texas General Lines Lic # 2080303
  • Ahip 2024
  • Licensed in 51 states

Timeline

Licensed Insurance Agent

USAA Insurance
08.2024 - Current

Bartender/Server

Blue Star Brewing
10.2023 - 10.2024

Waitress

Casa Rio
10.2022 - 06.2023

Insurance Broker

E-telequote Insurance
01.2019 - 05.2022

Healthcare Agent/Supervisor

Connexion Point
09.2014 - 01.2019

Bartender

Joes Volcano
06.2013 - 03.2014
  • Texas General Lines Lic # 2080303
  • Ahip 2024
  • Licensed in 51 states

No Degree - Vocational Nursing

St.Philips Collage
Anna Gonzales