Brenda San Roman
Harlingen
Summary
Results-driven sales professional with expertise in life insurance and knowledge of the auto and home insurance industry. Proven track record of meeting and exceeding sales targets while qualifying for company conferences. Skilled in leading teams, agent coaching, customer retention, and building long-lasting client relationships.
Overview
2027
2027
years of professional experience
Work History
Sales Manager
American National Life Insurance
Harlingen
2020 - 05.2026
- Generated new life insurance and supplemental product sales through referrals, networking and relationship based selling
- Built and maintained long term client relationships resulting in strong customer retention and repeat business
- Conducted policy reviews and customized insurance solutions based on client needs and financial goals
- Consistently met or exceeded sales performance expectations
- Managed daily sales activity, development and follow up strategies
- Trained and mentored new agents on sale techniques, prospecting, an customer service practices
- Assisted clients with claims support, billing and policy questions
- Established strong relationships with key clients, resulting in increased customer retention and satisfaction.
- Managed a successful sales team, consistently achieving and exceeding monthly sales targets.
- Developed a positive work environment within the sales team by encouraging open communication, teamwork, and mutual support among team members.
- Accompanied sales reps in field for ride-alongs to teach, observe and work one-on-one.
- Maintained compliance with insurance regulations and company standards
Agent
American National Insurance Company
Harlingen, TX
10.2016 - 2020
- Developed comprehensive knowledge of insurance products and services to better assist clients.
- Sought out new clients and developed client relationships through networking, and direct referrals.
- Generated quotes and proposals for clients to match individual needs.
- Serviced clients at home for payments, billing questions, and changes on their policies
- Established credibility and trust with clients through transparent communication about policy options, costs, and benefits.
Agent
All State
Weslaco
08.2016 - 09.2016
- Clearly communicated product features and benefits, helping customers make informed decisions about their purchases.
- Assisted customers with inquiries, providing accurate information and solutions to enhance satisfaction.
Agent
American National Insurance Company
Harlingen, TX
07.2007 - 2016
Customer Service Representative
Direct Insurance
Weslaco, TX
2006 - 2007
- Assisted clients with insurance inquiries and policy details.
- Managed documentation for new policies
- Cross-sold insurance products to existing clients to reach sales targets.
- Built strong relationships with clients through consistent communication and excellent customer service.
Education
Education
South Texas College
Weslaco, TXSkills
- Bilingual: English & Spanish, Verbal and Written
- Life & Health Certified
- Property & Casualty Certified
- 12 Conference Qualifications
- Insurance Sales
- Prospecting & Sales Presentation
- Customer Service, Relationship Building & Client Retention
- Cross-Selling & Product Knowledge
- Coaching, Mentoring, Staff management & Sales team training
Timeline
Agent
American National Insurance Company
10.2016 - 2020
Agent
All State
08.2016 - 09.2016
Agent
American National Insurance Company
07.2007 - 2016
Sales Manager
American National Life Insurance
2020 - 05.2026
Customer Service Representative
Direct Insurance
2006 - 2007
Education
South Texas College