Austin Estrada
San Diego,,California
Summary
Client relationship professional with experience in financial services, insurance, and healthcare. Expertise in customer engagement, consultative conversations, and account support. Committed to educating clients on financial products, resolving service issues, and enhancing satisfaction and retention through cross-team collaboration. Licensed insurance professional focused on advancing within retail banking and financial services.
Overview
4
4
years of professional experience
Work History
Account Manager
State Farm
2026.04 - Current
- Developed customer relationships through consultative conversations and consistent follow-up.
- Assisted with identifying customer needs and recommending appropriate coverage and financial protection solutions.
- Addressed customer concerns effectively, ensuring high levels of professionalism and trust to strengthen client relationships.
- Supported customers with policy servicing, billing questions, account updates, and insurance product education.
- Utilized CRM and digital systems to document customer interactions and maintain accurate records.
Financial Representative
Northwestern Mutual
2025.08 - 2026.03
- Facilitated client financial discussions to assess needs and present tailored insurance, retirement, and long-term planning solutions.
- Guided clients in defining financial goals and offered personalized recommendations for suitable financial solutions.
- Conducted needs-based consultations and recommended financial solutions.
- Developed and nurtured client relationships through proactive outreach, consistent follow-up, and personalized service.
- Managed sensitive financial and personal information with accuracy and professionalism.
- Collaborated with internal partners to support client onboarding and policy servicing processes.
- Recognized as Top 3 out of 200+ producers for new clients within San Diego network in November 2025.
Molecular Biologist 2
Hologic
2022.09 - 2025.07
- Communicated complex scientific data to support decision-making across cross-functional teams.
- Led sitewide initiative to enhance product and quality awareness, impacting 20+ departments.
- Conducted internal audits to ensure FDA compliance.
- Developed 20+ training documents to improve team knowledge, recognized as Most Impactful Improvement - Runner Up.
- Saved company 200k from scrap materials and labor after rightsizing inventory requirements with Qlikview.
Medical Assistant
Cardiovascular and Dermatology Clinics
2022.01 - 2022.09
- Conducted outbound calls for cosmetic procedures and scheduling.
- Supported patient care and clinical workflows through scheduling and prior authorizations.
- Aided providers in performing clinical procedures to enhance patient care.
Education
FINRA - SIE, Series 6, Series 63
Licenses
2026-05
B.S. - General Biology
University of California
San Diego, California2022-09
Skills
- Client Relationship Management
- Consultative Selling
- Customer Service
- Consultative Sales
- Community Involvement
- Financial Services
- Team Collaboration
- Salesforce & Oracle
- ERP & CRM Systems
- Microsoft Office
- Insurance Products
- Coachable & Team Player
Leadership And Community Involvement
- Organized semi-annual volleyball tournaments, raising over $2,000 for Promises2Kids.
- Coordinated event marketing, community outreach, and local business partnerships.
Timeline
Account Manager
State Farm
2026.04 - Current
Financial Representative
Northwestern Mutual
2025.08 - 2026.03
Molecular Biologist 2
Hologic
2022.09 - 2025.07
Medical Assistant
Cardiovascular and Dermatology Clinics
2022.01 - 2022.09
FINRA - SIE, Series 6, Series 63
Licenses
B.S. - General Biology
University of California