Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Brian Santacruz

North Fort Myers,FL

Summary

Dynamic and resourceful Account Manager with a proven track record in client oversight, issue resolution, and relationship building. Expertise in maximizing repeat business opportunities and expanding client bases through effective prospecting techniques. Strong communicator and dependable team player, adept at fostering partnerships and retaining key accounts while enhancing profit channels. Highly organized and detail-oriented, with a deep understanding of the insurance industry and a strategic approach to identifying potential risks and developing tailored solutions.

Overview

14
14
years of professional experience
1
1
Certification

Work History

Account Manager

State Farm-Naples
01.2025 - Current
  • Negotiated contract terms with clients, securing favorable agreements for both parties.
  • Increased client satisfaction by building strong relationships and addressing their needs promptly.
  • Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
  • Successfully resolved escalated issues, preventing potential loss of valuable clients while maintaining positive relationships with all parties involved.
  • Conducted regular account reviews to identify areas for improvement and ensure continued success.
  • Cultivated long-term relationships with key stakeholders in assigned accounts, fostering trust and loyalty among clients.
  • Established clear communication channels between clients and internal teams, ensuring seamless project execution.
  • Actively participated in networking events within the industry, expanding professional connections and generating leads.
  • Streamlined internal processes for better efficiency in account management tasks.

Insurance Sales Representative

Allstate-Jupiter
08.2023 - 12.2024
  • Insurance Sales
  • Sold auto, home, life, and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
  • Exceeded sales targets consistently, utilizing effective closing techniques and persuasive communication skills.
  • Conducted regular policy reviews with existing clients to ensure continued alignment with their evolving needs and risk profiles.
  • Maintained a high level of product knowledge, staying current on industry trends and changes in regulations.
  • Adapted selling strategies based on individual client needs and preferences while maintaining compliance with state regulations.
  • Generated new business opportunities by attending industry events and participating in marketing initiatives.
  • Collaborated with colleagues to identify cross-selling opportunities within existing client accounts, maximizing revenue potential per account.

Insurance Agent

Liberty Mutual-Cape Coral
08.2021 - 06.2023
  • Maintained high standards of customer service by building relationships with clients.
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Determined client needs and financial situations by listening and scheduling fact-finding appointments.
  • Approached potential clients by using direct marketing mailings and phone contacts.
  • Built relationships with clients using active listening and issue resolution to provide excellent service.
  • Sold auto, home, life and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
  • Upsold additional products and services after identifying customer needs and requirements.
  • Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.

Sales Representative Team Leader

State Farm-West Palm Beach
02.2012 - 07.2021
  • Fostered vital customer relationships to generate $250,000 in sales.
  • Enhanced customer experience by addressing concerns promptly and providing tailored solutions based on their needs.
  • Exceeded sales targets consistently with effective management of leads, pipeline development, and closing deals.
  • Expanded market reach by identifying untapped segments and developing targeted campaigns to attract new customers.
  • Coordinated trade shows and promotional events to showcase products effectively while engaging potential clients in person.
  • Established a positive work environment through clear communication, encouragement, and recognition of achievements.

Education

Bachelor's degree - Biology

Florida Atlantic University
Boca Raton, FL
05.2013

Skills

  • Negotiation (10 years)
  • Organizational skills
  • Customer service (10 years)
  • Sales management
  • Bilingual
  • Marketing
  • Communication skills
  • Life Insurance Spanish Native or Bilingual
  • Insurance sales
  • B2B sales
  • Microsoft Office (10 years)
  • Sales
  • Spanish
  • Upselling (10 years)
  • Time management
  • Financial services (10 years)
  • Account management
  • Goals and performance
  • Documentation and reporting
  • Data-driven decision making

Certification

  • Property & Casualty License
  • Insurance Producer License
  • Life & Health Insurance License

Languages

Spanish
Native or Bilingual
English
Native or Bilingual

Timeline

Account Manager

State Farm-Naples
01.2025 - Current

Insurance Sales Representative

Allstate-Jupiter
08.2023 - 12.2024

Insurance Agent

Liberty Mutual-Cape Coral
08.2021 - 06.2023

Sales Representative Team Leader

State Farm-West Palm Beach
02.2012 - 07.2021

Bachelor's degree - Biology

Florida Atlantic University

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