Anthony Heredia
Los Angeles,California
Summary
Seasoned Broker Officer bringing record of success building high-impact sales through effective team leadership and application of insightful market strategies. Proficient in creating business opportunities through tactical utilization of marketing technology. Distinguished and award-winning customer service and sales expert leveraging and capitalizing on proficiency with markets and industry network.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Broker Agent
State Farm
North Hollywood, CA
02.2024 - Current
- Developed and implemented comprehensive insurance plans for clients according to their individual needs.
- Assessed customer risk levels and recommended appropriate coverage options.
- Conducted research to identify competitive rates and benefits offered by other providers.
- Educated customers on the importance of maintaining adequate insurance coverage.
- Provided customers with information regarding plan features, pricing, and availability.
B2B Sales Executive
Spectrum
Irwindale, CA
02.2022 - 02.2023
- Developed and maintained relationships with key accounts to ensure customer satisfaction.
- Identified new business opportunities through market research, cold-calling, and networking events.
- Conducted sales presentations to potential customers on product features and benefits.
- Generated leads by utilizing social media platforms such as LinkedIn, Twitter, and Facebook.
- Created monthly reports outlining sales goals and progress towards achieving them.
- Researched competitive landscape to determine best practices for positioning products within the marketplace.
- Maintained accurate records of all sales activities including quotes, orders, follow-up activities.
- Cultivated long-term relationships with decision makers at target companies.
Broker Agent
State Farm
Granada Hills, CA
08.2019 - 08.2020
- Answered customer inquiries and provided accurate information regarding products and services.
- Provided excellent customer service to resolve customer complaints in a timely manner.
- Developed sales strategies to increase profitability.
- Exceeded sales goals.
- Resolved discrepancies between insurance coverage and medication costs.
- Filed insurance claims accurately and efficiently.
- Resolved billing discrepancies with insurance companies and patients.
Warehouse Lead
United Consortium
Valencia, CA
03.2017 - 10.2018
- Ensured accuracy of inventory records and maintained accurate stock levels in the warehouse.
- Coordinated daily operations within the warehouse, including receiving, picking, packing, shipping, and returns processing.
- Performed cycle counts to verify physical stock against system-generated data.
- Assisted with unloading trucks upon arrival of merchandise at the loading dock area.
- Utilized computer programs such as Microsoft Office Suite to generate reports on a weekly basis.
- Cooperated with other departments throughout organization when needed in order to achieve desired results.
- Used computer and company software to enter shipment and inventory records.
- Loaded and unloaded trailers with care and efficiency.
- Operated forklifts, pallet jacks and variety of warehouse mechanical equipment according to safe operating standards.
- Staged and sorted products for loading.
- Packaged finished products for shipping by shrink-wrapping, boxing and labeling.
- Operated forklifts or pallet jacks to transport items.
- Protected company inventory by maintaining and organizing storage areas.
- Kept work areas clean, neat and organized for optimal productivity and worker safety.
- Stocked shelves, racks and bins with new or transferred merchandise.
- Received and counted stock items, recording data manually or on computer for inventory purposes.
Education
Associate of Arts - Business Administration And Management
Pasadena City College
Pasadena, CA04-2026
Skills
- Sales strategy development
- Communication proficiency
- Documentation abilities
- Compliance requirements
- Portfolio Management
- Relationship Management
- Prospecting and Networking
- Customer Service
- Critical Thinking
- Team Collaboration
- Interpersonal Skills
- Written Communication
Languages
English
Professional
Spanish
Professional
Certification
- Certificate for Bookkeeping & Accounting from AIPB
Timeline
Broker Agent
State Farm
02.2024 - Current
B2B Sales Executive
Spectrum
02.2022 - 02.2023
Broker Agent
State Farm
08.2019 - 08.2020
Warehouse Lead
United Consortium
03.2017 - 10.2018
Associate of Arts - Business Administration And Management
Pasadena City College