Detail-oriented individual with proficiency in data and client management that is highly organized and efficient with a proven track record of meeting deadlines. Experienced in sales and customer service, I strive to provide an excellent customer experience while being an asset to the organization.
Overview
19
19
years of professional experience
Work History
Vice-President/Agency Owner
Trinity Insurance Specialist, Inc
Grapevine, USA
09.2011 - 01.2025
Led team of 10 high-performing agents, providing training, motivation and support to achieve key agency sales objectives.
Managed budget and resources to optimize efficiency and profitability for agency.
Developed and implemented sales strategies to increase agency revenue and client base.
Analyzed new market opportunities to identify new business opportunities.
Generated regular increase in agency sales by identifying client needs and offering tailored insurance solutions.
Proficient in reviewing policies, identifying coverage gaps, and recommending suitable coverage.
Resolved customer complaints in a timely manner to maintain high satisfaction levels.
Monitored market conditions to ensure that existing policies remain competitively priced.
Scheduled meetings with prospective clients to discuss available products and services.
Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
Generated reports detailing sales activities, client interactions, and progress towards goals.
Account Manager
AT&T Advertising Solutions
Irving, USA
09.2009 - 09.2011
Managed key client accounts, providing exceptional customer service and resolving issues promptly, while also growing client advertising investment.
Communicated with cross-functional teams to initiate multiple marketing/advertising campaigns and exceed sales goals.
Continuously held meetings with clients to review performance, gather feedback, and strategize additional growth opportunities.
Utilized CRM software to track sales activity, manage pipeline, and forecast revenue accurately.
Maintained accurate records of all customer interactions in the CRM system.
Generated leads through cold calling activities.
Insurance Agent
AAA, Texas
, USA
02.2006 - 10.2008
Answered inbounds sales calls in fast paced, call center environment.
Mastered the art of building immediate rapport with clients in order to bundle auto and home insurance and became an expert in the 'One Call Close' method.
Conducted risk assessments to guide clients in making informed insurance decisions.
Expertise in identifying and matching clients with appropriate insurance policies.
Maintained accurate records of all insurance transactions using computer software systems.
Ensured compliance with applicable laws, regulations, and company policies while selling insurance products.
Maintained policy accuracy level of 99% while also averaging 70+ policies sold per month.
Member of the President's Club as a Top 5 agent in Auto and Home insurance policies sold while maintaining high policy accuracy.
Vice President - Digital Sales & Digital Agency at Reliance General Insurance LtdVice President - Digital Sales & Digital Agency at Reliance General Insurance Ltd