Carlos Mejia
Sacramento ,CA
Summary
Sales professional with strong record of driving revenue growth and building lasting client relationships. Skilled in strategic planning, negotiation, and market analysis. Known for effective team collaboration and adaptability in dynamic environments, ensuring reliable delivery of results. Equipped with strong communication skills, problem-solving abilities, and client-focused approach to exceed sales targets.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Sales Account Manager
Farmers Insurance Agency
07.2025 - 11.2025
- Developed and maintained strong client relationships to enhance customer loyalty and retention.
- Identified opportunities to cross-sell additional products to existing clients.
- Proactively generated new business through networking, referrals, outbound calls, and community engagement.
- Prepared and presented insurance Proposals for auto, home, renters, etc.
- Provided ongoing service for existing accounts, including policy changes, renewals, billing inquiries, and claims support.
Insurance Agent
Primos Auto Insurance Services
12.2024 - 06.2025
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Maintained high standards of customer service by building relationships with clients.
- Developed comprehensive knowledge of various insurance products, enabling effective recommendations for clients'' unique situations.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Cross-sold insurance products to existing clients to reach sales targets.
DMV Agent
Bolt Insurance Servicess
05.2020 - 08.2024
- Helped customers with DMV transactions such as;
- Title Transfer, Registration renewals, out of state transfer and Dealership title transfers.
- Created a marketing strategy to help with DMV leads.
Insurance Agent
Bolt Insurance Services
09.2018 - 08.2024
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Expanded client base by actively prospecting for new business opportunities and generating referrals.
- Collected premiums on or before effective date of coverage.
- Created sources for continuous client referrals within community and with businesses using extensive networking skills.
- Designed presentations and marketing materials to promote insurance products.
- Deliver daily, weekly, and monthly reports on productivity and outcomes
- Ensure effective training, and support for all new hires.
Washer
Pavilion Car Wash
06.2014 - 08.2014
Education
Bachelor of Science - Health Administration
California State University, Chico
Chico, CA05-2018
High School Diploma -
Antelope High School
Antelope, CA05-2013
Skills
- Customer service and care
- Market analysis
- Problem-solving
- Relationship building
- Organizational skills
- Goal-oriented mindset
- Microsoft Word and Excel Proficient
- Quickfile and FSC Rater proficient
- ITC Turbo Rater & Agency Matrix Proficient
- APEX
- DocuSign
- Bilingual
- Multitasking
- Sales strategy development
- Account management
- Marketing Skills
- Negotiation & closing
- Coaching & mentoring
- Time management
Certification
- Personal Lines License- California Department of Insurance.
- HIPAA Certified
Languages
Spanish
Full Professional
english
Full Professional
Timeline
Sales Account Manager
Farmers Insurance Agency
07.2025 - 11.2025
Insurance Agent
Primos Auto Insurance Services
12.2024 - 06.2025
DMV Agent
Bolt Insurance Servicess
05.2020 - 08.2024
Insurance Agent
Bolt Insurance Services
09.2018 - 08.2024
Washer
Pavilion Car Wash
06.2014 - 08.2014
High School Diploma -
Antelope High School
Bachelor of Science - Health Administration
California State University, Chico