Claudia Sambrano

• Owned and operated a full-service insurance agency specializing in Property, Casualty, and Life insurance.
• Recruited, trained, and managed a high-performing team of 5 staff members.
• Served as B&I Networking Group President, fostering key business partnerships and client referrals.
• Led strategic marketing campaigns and community outreach programs to expand client base.
• Oversaw daily operations, sales forecasting, and compliance with licensing requirements.

• Managed daily agency operations, staff schedules, and sales activities.
• Oversaw client onboarding, renewals, and claims support.
• Coordinated marketing efforts and cultivated long-term client relationships.
• Mentored junior agents and assisted with training and licensing support.

• Managed multiple accounts simultaneously while meeting deadlines for each one.

• Delivered outstanding customer support for Auto, Home, Life Insurance policies.

• Proceed claims, built a strong relationship with clients, leading to increase in retention satisfaction.

• Exceeded Sales requirements above office expectations.

• Ordered supplies and equipment to maintain adequate inventory levels.
• Tracked invoices and payments to ensure accuracy of accounts receivable and payable information.
• Supervised staff members, organized schedules and delegated tasks.

• Supported sales and claims processes, ensuring accuracy in client files and data entry.
• Assisted with underwriting documentation and daily banking reconciliation.