Daisy Zambrano
Dallas,TX
Summary
Dynamic Insurance Sales Agent and Commercial Landscape Administrator with a proven track record at AllState, excelling in customer service and policy management expertise. Leveraged strong negotiation and problem-solving aptitude to exceed sales targets and enhance team productivity. Skilled in fostering client relationships and driving revenue growth through effective lead generation and multitasking.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Insurance Sales Agent
AllState
02.2019 - Current
- Coached team members on best practices for underwriting and policy administration, enhancing overall productivity.
- Provided comprehensive product knowledge and guidance to help team members on product education.
- Maximized revenue growth with proactive lead generation tactics and efficient time management skills.
- Contributed to agency success by consistently meeting or exceeding monthly sales targets.
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
- Generated quotes and proposals for clients to match individual needs.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Followed up promptly with interested clients to close sales.
- Collected premiums on or before effective date of coverage.
Commercial Landscape Administrator
Southern Botanical
01.2016 - 02.2019
- Documented human resources records and maintained confidentiality of sensitive personal information.
- Partnered with management team to coordinate on-boarding and off-boarding processes.
- Enhanced customer satisfaction through efficient order processing, timely invoicing, and accurate pricing updates.
- Managed filing system, entered data and completed other clerical tasks.
- Effectively managed multiple projects simultaneously, prioritizing tasks according to urgency and importance.
- Optimized inventory levels by conducting regular audits and adjusting purchasing strategies accordingly.
- Reduced errors in timesheets and payroll by meticulously proofreading and editing written materials.
- Enhanced team collaboration by effectively scheduling meetings and coordinating calendars for multiple executives.
- Facilitated smooth communication between departments, acting as a liaison to ensure prompt resolution of issues.
Education
Associate of Arts - General Studies
Tarrant County College
Arlington, TX06-2014
Skills
- Strong negotiation
- Cold-calling
- Team training and development
- Large account management
- Contract review and analysis
- Policy management expertise
- Customer Service
- Customer follow-up
- Product Knowledge
- Multitasking
- Problem-solving aptitude
Certification
- OSHA Certified
- Property and Casualty License - All 50 States: Department of Insurance.
- Excel Expert Certification – Microsoft Office Specialist Program.
- Data Entry Operator Certification – National Career Certifications Board.
- Human Resources Assistant Certificate – HR Certification Institute.
Languages
Spanish
Professional Working
Timeline
Insurance Sales Agent
AllState
02.2019 - Current
Commercial Landscape Administrator
Southern Botanical
01.2016 - 02.2019
Associate of Arts - General Studies
Tarrant County College
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