Summary
Overview
Work History
Education
Skills
Timeline
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Carlos Cordova

San Juan,TX

Summary

Bilingual Licensed Insurance Agent with strong customer service and sales background, holding a Property & Casualty License. Experienced in account management, client relations, and navigating insurance regulations. Adept at leveraging CRM tools, mentoring peers, and achieving new customer acquisition goals. Committed to delivering tailored solutions and building lasting client relationships.

Overview

3
3
years of professional experience

Work History

Licensed Insurance Agent

Allstate Insurance
06.2025 - 10.2025
  • Cold calling potential clients for quotes
  • Marketing for other sales agents
  • Only agent with an average of 100+ calls a day
  • Once I transitioned over to service I averaged 6 quotes a day
  • Ended my month of September with over 90 quotes

Assistant Manager

Sonic Drive-In
03.2025 - 06.2025
  • Was tasked to learn the ins and outs of the business in a weeks times
  • Proceeded to open one of the most successful franchise openings the city of Edinburgh has seen to date
  • Consistent training of staff and employees regarding food safety and regulations
  • Monthly gross revenue estimating 100k for the company during my tenure
  • Ensuring low waste to keep profits and loss in check
  • Keeping the companies energy and values in place

Account Manager

Sway Texas
07.2024 - 11.2024
  • Leveraged CRM software to track sales activities, manage leads, and forecast future revenue projections
  • Mentored junior account managers on best practices for relationship building and account management strategies
  • Managed a high-volume workload while maintaining attention to detail and meeting tight deadlines

Licensed Insurance Agent

Fair Trade Outsourcing
02.2024 - 06.2024
  • Helped clients properly understand and settle issues regarding their accounts
  • Answered calls and made call backs when necessary
  • Stayed up to date with Michigan insurance laws and regulations

Server/Waiter

Denny's
12.2022 - 02.2024
  • Served, checked out, and waited on guests
  • Cleaned and restocked as part of front of house
  • Rolled silverware and cleaned work station to ensure the establishment was up to proper standards

Education

Business Administration - Trade school

Southern Careers Institute
12.2023

High school diploma - undefined

Psja High School
San Juan, TX
05.2022

Skills

  • Insurance sales expertise
  • Insurance product expertise
  • Client relationship management
  • Client account management
  • Client service
  • Marketing techniques
  • Sales strategy development
  • Negotiation techniques
  • Team training and development
  • Licensed insurance agent
  • Quotes and sales
  • Upselling

Timeline

Licensed Insurance Agent

Allstate Insurance
06.2025 - 10.2025

Assistant Manager

Sonic Drive-In
03.2025 - 06.2025

Account Manager

Sway Texas
07.2024 - 11.2024

Licensed Insurance Agent

Fair Trade Outsourcing
02.2024 - 06.2024

Server/Waiter

Denny's
12.2022 - 02.2024

High school diploma - undefined

Psja High School

Business Administration - Trade school

Southern Careers Institute
Carlos Cordova