CLAUDIA SANCHEZ
San Antonio
Summary
Insurance professional with extensive experience in delivering tailored insurance solutions and building strong client relationships. Proven track record in risk analysis, policy development, and effective communication. Recognized for exceptional service and adaptability in dynamic environments. Ambitious District Manager with a solid history of enhancing operations across multiple stores and driving team success.
Overview
12
12
years of professional experience
Work History
District Manager
Ai United Insurance
San Antonio
09.2025 - Current
- Conducted regular store visits to ensure compliance with company policies, standards, and regulations.
- Provided ongoing coaching and training for store managers on how to maximize productivity and profits.
- Developed strategic plans for increasing sales, reducing costs, improving operations efficiency.
- Resolved customer complaints quickly and effectively while maintaining a high level of customer service satisfaction.
- Analyzed financial data for each store in the district to identify areas of improvement or growth potentials.
- Identified opportunities for process improvement across multiple locations within the district.
- Mentored team members by demonstrating best practices for sales and customer service.
- Collaborated with other departments such as marketing, human resources, finance, to achieve goals set by upper management.
- Cultivated positive rapport with associates and team leadership.
- Remained calm and professional in stressful circumstances and effectively diffused tense situations.
- Completed thorough opening, closing, and shift change functions to maintain operational standards each day.
- Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
Expert Agent
RATE INSURANCE
Schaumburg
02.2024 - 08.2025
- Self-motivated, with a strong sense of personal responsibility.
- Worked effectively in fast-paced environments.
- Demonstrated respect, friendliness, and willingness to help wherever needed.
- Passionate about learning, and committed to continual improvement.
- Used critical thinking to break down problems, evaluate solutions, and make decisions.
- Learned and adapted quickly to new technology and software applications.
- Demonstrated strong organizational and time-management skills while managing multiple projects.
- Built relationships with customers to encourage repeat business.
- Maintained a calm demeanor and professionally managed issues in busy, high-stress situations.
- Provided positive first impressions to welcome existing, new, and potential customers.
- Solved customer challenges by offering relevant products and services.
- Educated clients on current promotional offerings and products, using persuasive selling tactics.
- Increased customer satisfaction by efficiently handling inbound and outbound sales calls.
- Strengthened customer loyalty through empathetic listening and understanding of individual requirements.
Licensed Sales Agent
Policypro Insurance
Houston
04.2023 - 02.2024
- Maintained up-to-date knowledge of industry trends, products, and regulations to provide accurate advice to clients.
- Retained existing customers by addressing concerns promptly and offering customized solutions for their changing needs.
- Established trust with diverse clientele by demonstrating empathy, professionalism, and expertise throughout all engagements.
- Collaborated with underwriters to ensure timely policy issuance and appropriate coverage for clients' unique requirements.
- Boosted sales revenue by accurately identifying cross-selling opportunities during client interactions.
- Improved client retention rates with thorough follow-ups and proactive communication regarding policy updates or changes.
- Developed a referral network of satisfied clients, leading to increased business growth through word-of-mouth recommendations.
Finance and Insurance Agent
Statefarm Insurance
San Antonio
11.2022 - 04.2023
- 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.
- Maintained high standards of customer service by building relationships with clients.
- Expanded client base by actively prospecting for new business opportunities and generating referrals.
- Participated in ongoing professional development activities, staying current with industry trends and regulatory changes affecting insurance products and services.
- Consistently exceeded monthly sales quotas by effectively presenting product offerings to potential customers.
- Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
Senior Lead Agent
Direct Auto & Life Insurance
San Antonio
07.2020 - 07.2022
- Promoted a positive work environment by fostering collaboration among team members and encouraging professional development opportunities.
- Identified areas for improvement in agent performance, providing constructive feedback and coaching for success.
- Oversaw daily operations within the team, ensuring smooth workflows and efficient task completion.
- Trained new hires on company policies, procedures, and best practices, ensuring consistent service quality across the team.
- Generated leads for sales and rental properties through cold calls and referrals.
- Spearheaded initiatives focused on enhancing customer service delivery, leading to higher satisfaction ratings from clients.
Insurance Manager
Amax Auto Insurance
San Antonio
09.2013 - 07.2020
- Conducted regular performance evaluations for staff members, offering constructive feedback and identifying areas for professional development opportunities.
- Increased customer retention rates through proactive policy reviews and personalized coverage recommendations.
- Developed strategic plans for day-to-day financial operations.
- Negotiated favorable terms with carriers on behalf of clients, securing competitive rates while maintaining appropriate coverage levels.
- Established a referral program that incentivized satisfied customers to recommend our services to friends and family members.
- Increased policy sales by implementing innovative marketing strategies and providing exceptional customer service.
- Developed and maintained strong relationships with clients, resulting in a high level of retention and referrals.
- Led a successful sales team by providing ongoing training, support, and performance evaluations.
Education
GED -
Positive Solutions Charter School
San Antonio, TX05.2007
Skills
- Sales and marketing expertise
- Decision-making skills
- Active listening
- Organizational abilities
- Communication proficiency
- Reliability
- Multitasking
- Attention to detail
- Time management
- Team collaboration
- Negotiation and persuasion
- Team leadership
- Compliance management
- Strategic planning
- Conflict resolution
- Process improvement
Languages
Spanish, Native or Bilingual
Timeline
District Manager
Ai United Insurance
09.2025 - Current
Expert Agent
RATE INSURANCE
02.2024 - 08.2025
Licensed Sales Agent
Policypro Insurance
04.2023 - 02.2024
Finance and Insurance Agent
Statefarm Insurance
11.2022 - 04.2023
Senior Lead Agent
Direct Auto & Life Insurance
07.2020 - 07.2022
Insurance Manager
Amax Auto Insurance
09.2013 - 07.2020
GED -
Positive Solutions Charter School