Greg Machado
Seguin,TX
Summary
Highly organized and motivated Automotive Enthusiast Advisor II with a track record of building strong rapport and relationships with clients, leading to successful closures of software and insurance products. Proficient in identifying and analyzing customer wants and needs, delivering exceptional customer service, and providing effective problem-solving solutions. Experienced in coordinating activities across multiple departments to achieve strategic objectives.
Overview
3
3
years of professional experience
Work History
Automotive Enthusiast Advisor II
Hagerty
11.2024 - Current
- Received over 80 5-Star call surveys within the first month on the phones.
- Maintained up-to-date knowledge on industry trends and regulations, ensuring accurate advice was provided to clients at all times.
- Developed strong relationships with clients through regular communication and excellent customer service.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Utilized CRM software to manage client relationships.
Sales and Marketing Associate
Allstate
02.2024 - 05.2024
- Expanded client base through effective networking and relationship-building strategies.
- Assisted in designing email marketing campaigns with personalized content based on consumer behavior analysis leading to higher open rates.
- Leveraged social media platforms as part of outreach campaigns, raising brand awareness among target audiences online.
- Organized trade shows and promotional events to increase brand visibility and generate leads.
Account Executive
Zoho Corporation
07.2022 - 08.2023
- Serviced accounts and proposed new products and services to maximize revenue within company.
- Closed out Q2 2023 at 148% to goal at Zoho
- Top seller for Premium Support across entire tenure
- Sold over 40+ applications. Including: CRM, HR management , Social Media marketing, inventory, AI, etc.
- Qualified leads, built relationships and executed sales strategies to drive new business.
- Successfully managed portfolio of high-value accounts, maintaining focus on customer satisfaction and account growth.
- Negotiated prices, terms of sales and service agreements.
Insurance Professional
USAA
02.2022 - 07.2022
- Handled approximately 200 outbound and inbound sales-related calls per week to qualify individuals interested in purchasing insurance coverage.
- #1 on team for best customer survey ratings at USAA
- Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
- Calculated premiums and established payment methods for sales.
- Carried out administrative tasks such as handling policy renewals, maintaining records and collecting insurance payments.
Assistant Office Manager
A-Max Auto Insurance
08.2021 - 02.2022
- Placed most outbound sales calls and generated highest premium for my team($15k weekly).
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Created sources for continuous client referrals within community and with businesses using extensive networking skills.
- Prepared bank deposits, processed customer premiums, and sent off invoices.
- Managed accurate and fully compliant AP/AR operations by documenting expenses, reconciling accounts and correcting discrepancies.
Skills
- Customer Relationship Management
- Negotiation
- SaaS Sales
- Insurance sales
- B2B/B2C
- Cold Calling
- Presentation Skills
- Salesforce
- Zoho
- Lead Generation
Timeline
Automotive Enthusiast Advisor II
Hagerty
11.2024 - Current
Sales and Marketing Associate
Allstate
02.2024 - 05.2024
Account Executive
Zoho Corporation
07.2022 - 08.2023
Insurance Professional
USAA
02.2022 - 07.2022
Assistant Office Manager
A-Max Auto Insurance
08.2021 - 02.2022
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