Dani Marin
USAA
Phoenix,AZ
9
years of professional experience
Results-oriented insurance and customer experience professional with expertise in consultative sales, customer relationship management, and compliance. Pursuing an Associate of Applied Science in General Business with a Marketing focus at Rio Salado College, maintaining a 4.3 GPA. Leverages hands-on experience in customer engagement and sales alongside growing knowledge in marketing strategy and consumer behavior.
Work History
Insurance Professional
2 Years 10 Months- Serve USAA members across all 50 states in a fast-paced contact center environment, providing personalized insurance guidance while balancing member needs, business objectives, compliance, and operational efficiency.
- Consistently demonstrate a member-at-the-center mindset by educating members, identifying needs, addressing concerns, removing obstacles, and recommending appropriate insurance solutions.
- Maintain 100% adherence to Laws, Rules, and Regulations (LRR), demonstrating exceptional attention to compliance, underwriting procedures, and risk management.
- Achieved 94.37% Phone Efficiency while maintaining a 95% Member Satisfaction (MSAT) score, demonstrating the ability to deliver efficient service without compromising the member experience.
- Exceeded Quote and Close Rate targets for all six months of the mid-year performance period.
- Owned complex member situations, resolving issues and serving as a resource for teammates and leadership.
- Supported peers and managers with member issues and process questions while sharing product knowledge and resources.
- Quickly implement coaching feedback and adapt to new working methods designed to improve operational efficiency and member outcomes.
- Led Orange Frog team activities and sustainment efforts through team communication, helping promote positivity, engagement, happiness, and a healthy team mindset.
- Collaborate with leadership and peers to identify member needs and close gaps in insurance engagement while maintaining appropriate quoting and recommendation practices.
- Successfully manage multiple systems, conversations, documentation requirements, and performance expectations in a high-volume contact center environment.
Oral Surgery Assistant
10 Months- Provided compassionate support to patients and families before, during, and after oral surgery procedures.
- Clarified aftercare instructions, ensuring patients understood post-procedure expectations for smoother recovery.
- Recorded EKG readings and medication information, contributing to patient safety during anesthesia administration.
- Ensured clean, organized, and properly prepared treatment rooms and surgical instruments, supporting efficient surgical procedures.
- Recorded EKG readings and medication information for patients receiving anesthesia.
Server
1 Year 4 Months- Delivered attentive, personalized service in a high-volume hospitality environment.
- Created welcoming guest experience while managing multiple tables and prioritizing service efficiency.
- Followed product, service, cash-handling, and operational standards.
- Identified waste reduction opportunities and implemented cost control measures while ensuring service quality.
- Developed strong communication and relationship-building skills through daily interactions with diverse customers.
Education
Associate of Applied Science (AAS) - General Business, Marketing Major
- Current Student
- Relevant coursework includes:
- Digital Marketing
- Marketing Strategy
- Business Management
- Consumer Behavior
- Business Communication
- Marketing Research
- Global Business
- Human Resource Management
- GPA: 4.3
GED
Additional coursework included anatomy, pharmacology, drug administration, law, ethics, and allied health confidentiality.
Skills
Customer Relationship Management
Financial services expertise
Compliance & Risk Awareness
Consultative selling
Product cross-selling
Customer Engagement
Customer Experience
Digital Marketing
Digital marketing basics
Marketing Strategy
Market Research
Data Management
Technology: Microsoft Word
Microsoft Excel
CRM & Contact Center Systems
Problem Solving
Process Improvement
Performance Management
Teamwork
Business Communication
Sales expertise
Consumer Behavior
Conflict Resolution
Detail orientation
Active Listening
Flexibility
Task management
Accomplishments
- USAA Top Performer — Q1
- USAA Top Performer — Q2
- USAA Top Performer — April
- USAA Top Performer — May
- USAA “Living and Breathing the USAA Way” Recognition
- 100% Compliance & Technical Accuracy
- Peer support and floor coaching for new insurance professionals
- Collaboration with leadership and business partners on member engagement initiatives
Timeline
Insurance Professional
USAA
10.2023 - CurrentRead More
Oral Surgery Assistant
PACIFIC DENTAL SERVICES
08.2018 - 06.2019Read More
Server
TWIN PEAKS
11.2017 - 03.2019Read More
PENN FOSTER
GED
Read More
RIO SALADO COLLEGE
Associate of Applied Science (AAS) from General Business, Marketing Major
Read More