Annie G Hernandez-Ball
Torrance,CA
Summary
Highly dedicated and passionate individual with over 10 years of proven professional customer service sales experience, seeking a Insurance Sales Associate Representative position to drive new long-term customers at Comparion Insurance Agency.
Overview
11
11
years of professional experience
Work History
Account Executive
Goosehead Insurance Agency
03.2024 - Current
- Deliver informative presentations to potential clients, showcasing the unique value of products or services offered.
- Assist in the onboarding process for new clients, ensuring a smooth transition into the company''s roster of accounts.
- Exceeded sales targets consistently by working hand in hand with referral partners (Loan officers, Realtors etc.) by providing best insurance options for closing on new home purchases
- Attend marketing events and luncheons to provide insight on the current insurance market to current and potential future referral partners
- Assist current clients in reshopping at renewals if they are unsatisfied with current carrier or would like to see other available options
- Follow up with current book of business to cross sell and offer services on additional insurance needs
Sales Specialist
STATE FARM
12.2013 - 02.2024
- Manage sales accounts and maintain customer portfolios well-organized and updated
- Communicate effectively and regularly with current and potential clients to establish strong and lasting relationships
- Implement sales strategies to successfully meet company goals
- Conduct research to efficiently target and market prospective clients
- Address client inquiries promptly and confidently with outstanding customer service survey results
- Oversee high volumes of commercial and personal accounts following industry-standard consumer privacy protocols
- Collaborate with technical support team members to efficiently and quickly resolve user interface or platform issues for customers
- Execute post onboarding assessment with customers to identify areas for improvement and growth
- Lead all business marketing events at professional stadiums, amphitheaters and sports centers
- Develop and customize business social media accounts
Skills
- Proficient computer skills: Microsoft Office Suite & Google Suite
- Salesforce CRM (10 years)
- Leadership and decisiveness skills
- Client Needs Assessment
- Customer service
- Sales Expertise (10 years)
- Strong time management
- Goal and detail-oriented
- Excellent oral and written communication skills
- Executive administrative skills
- Office management skills
- Proficient Spanish speaking skills
Accomplishments
- Property & Casualty License
- Life/Health/Disability License
DOI-State of CA & WA:
Timeline
Account Executive
Goosehead Insurance Agency
03.2024 - Current
Sales Specialist
STATE FARM
12.2013 - 02.2024