Betty Cerda
Houston,TX
Summary
Dynamic and results-driven professional with a proven track record at Freeway Auto Insurance, where I spearheaded sales teams to exceed targets through strategic upselling and effective motivation. Skilled in Microsoft Excel and adept at fostering team collaboration, I consistently deliver successful project outcomes, demonstrating a strong ability to drive professional growth and achieve significant sales milestones.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Sales Agent
AMAX Auto Insurance
Houston, TX
10.2018 - 02.2022
- Assisted customers in opening new accounts or payment transactions in cash or debit
- Answered customers' questions and addressed problems and complaints in person and via phone
- Helped with sales slips and sales contracts
- Contributed to team success by meeting team sales goals
Underwriting clerk
Accc Insurance Company
Houston, TX
08.2015 - 10.2018
- Evaluates policies, processes procedures and may recommend changes to management to improve productivity, reduce expense and/or enhance customer service
- Manage data collection and data entry into pricing models
- Perform initial screening and analysis of prospective cases
- Participate in underwriting projects as assigned by manager
- Keep the underwriting files properly documented and organized with accurate, clear and complete information
Manager/Sales Agent
Baja Auto Insurance
Houston, TX
06.2014 - 08.2015
- Handling inbound calls and warm transfers from other agents
- Prospecting for new business by cold-calling, lead databases and networking
- Setting appointments to pinpoint prospective client's needs, financial goals and resources
- Developing a coordinated protection plan for immediate coverage and long-term strategy
- Cross-selling and upselling additional company products to existing clients
- Oversee all Customer Service Representatives in daily aspects of the job
- Draft efficiency reports for each employee as well as the department as a whole
- Train new representatives in answering and placing calls meeting with customers filing claims accepting payments etc
- Make bi-weekly schedules as well as daily checklists for representatives to follow
Assembler
Assembly Line
Houston, TX
06.2014 - 07.2015
- Shipping and Receiving, wiring/cabling rack that servers are installed
- Responsible for testing and configuring servers and Racked Solutions
- Build test configurations(set up server platform & components to achieve test configuration and network link
- Download standardized or custom software images
- Inspected and tested components, assemblies and power tools
- Disassembled, reassembled and corrected changeover
- Recognized and reported detective material and equipment to shift supervisor
Sales Manager
Freeway Auto Insurance
Houston, TX
04.2011 - 06.2015
- Established sales goals by forecasting annual sales quotas and projecting expected sales volume
- Managed sales employees and counseled employees based on their professional growth and productivity
- Developed strategies to stand out as a company against competitors
- Developed and implemented sales plans to expand customer base and increase customer retention
Housekeeper
Leticia's Cleaning Services
Houston, TX
04.2008 - 06.2014
- Responsible for the overall cleanliness and sanitation of the residents' rooms, bathrooms and common areas including scrubbing, mopping, vacuuming, polishing, dusting, windows and using germicides
- Monitor and maintain housekeeping supplies
- Clean and maintain housekeeping equipment
- Respond appropriately to resident's special requests
- Observe and report any potential safety hazards
- Collect linen and assist in laundry
- Dispose of trash and other rubbish
- Restock toilet paper, paper towels, soaps and other products
Education
High School -
Sam Houston High School
Houston, Tx07.2002
Skills
- Consistent Contributor
- Driven Professional
- Consistent Performance
- Strong Verbal Communication
- Rapid Knowledge Acquisition
- Successful Project Delivery
- Collaborative Team Player
- Effective Motivator
- Critical Thinker
- Experienced with Microsoft Word
- Advanced Microsoft Excel
- Advanced PowerPoint Presentation Skills
- Proficient in Microsoft Outlook
- Cold calling
- Strategic Upselling Initiatives
- Making offers
- Administrative Paperwork Coordination
- Sales follow-up
- Cross-Selling Proficiency
- Proposal development
- Document Analysis Skills
- Closing sales
- Skilled in Call Coordination
- Skilled in Call Coordination
Certification
P&C License, Driven Property & Casualty Insurance Agent who delivers high quality customer service by accurately assessing client needs and recommending the most useful policies and products.
Languages
English
Native/ Bilingual
Spanish
Full Professional
References
References available upon request.
Timeline
Sales Agent
AMAX Auto Insurance
10.2018 - 02.2022
Underwriting clerk
Accc Insurance Company
08.2015 - 10.2018
Manager/Sales Agent
Baja Auto Insurance
06.2014 - 08.2015
Assembler
Assembly Line
06.2014 - 07.2015
Sales Manager
Freeway Auto Insurance
04.2011 - 06.2015
Housekeeper
Leticia's Cleaning Services
04.2008 - 06.2014
High School -
Sam Houston High School
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