Claudia Reyes
Delray Beach,FL
Summary
Dynamic sales professional with a proven track record at Humana, excelling in client management and consultative sales. Adept at leveraging CRM systems to enhance customer satisfaction and retention. Skilled in strategic outreach, I build lasting relationships and deliver tailored insurance solutions that meet evolving client needs.
Overview
3
3
years of professional experience
Work History
Sales Agent
Humana
Delray Beach, USA
06.2023 - Current
- Phone etiquette, telesales, and managing client portfolios.
- Providing personalized insurance solutions aligned with individual needs, using spreadsheets and CRM systems.
- Conducted assessments and recommended coverage options through a consultative sales approach.
- Built long-term client relationships through exceptional customer service.
- Educated clients on products.
- Maintained a strong pipeline of prospects through strategic outreach and follow-up.
Insurance Broker
Elite Agency
Deerfield Beach, USA
08.2022 - 06.2023
- Evaluated existing client policies to identify gaps and provide upgrades.
- Developed strong client relationships to understand their evolving needs and propose the best solutions.
- Delivered personalized recommendations to increase customer satisfaction and retention.
Education
Bachelor of Arts - Interdisciplinary Studies - Multimedia Journalism
Florida Atlantic University
Boca Raton, FL12.2017
Associate of Arts - Communication Studies
Florida Gulf Coast University
Fort Myers, FL04.2016
Skills
- Client Management
- Negotiation
- Consultative Sales & Lead Qualification
- Pipeline Management
- Customer Needs Assessment
- Strategic outreach and follow-up
- CRM Proficiency
- Skilled in Microsoft and Google products
Timeline
Sales Agent
Humana
06.2023 - Current
Insurance Broker
Elite Agency
08.2022 - 06.2023
Bachelor of Arts - Interdisciplinary Studies - Multimedia Journalism
Florida Atlantic University
Associate of Arts - Communication Studies
Florida Gulf Coast University