Daniel Tapia

Lexington,KY

Summary

Knowledgeable Insurance sales agent with solid background in insurance sales, excelling in client relationship management and policy customization. Successfully increased client retention and drove new business growth through personalized insurance solutions. Demonstrated expertise in risk assessment and negotiation.

Overview

years of professional experience

Work History

Customer Success Advisor

HouseCall Pro

03.2024 - Current

Conducted regular account reviews to assess client status, identify opportunities, and ensure continued success.
Collaborated with cross-functional teams to advocate for customer needs and drive product improvements.
Enhanced team collaboration, sharing best practices and working together to resolve complex issues.
Increased customer lifetime value through strategic account management and regular check-ins to ensure satisfaction levels remained high.
Built and managed accurate sales pipeline to maintain high volume of activity.
Established relationships with prospects and customers to promote product understanding and drive sales growth.

Licensed Insurance Sales Agent

KIN Insurance

07.2020 - 11.2023

Met Annual milestone of over one and a half million dollars in home insurance sales in Florida
Increased new business sales by actively prospecting for potential clients and utilizing effective marketing strategies.
Streamlined policy renewal processes for improved efficiency and client retention rates.
Achieved top sales performance by consistently meeting and exceeding monthly quotas through effective territory management.
Managed approximately 40+ incoming and 40+ outgoing calls per day from customers

Server

Taste 222

06.2019 - 03.2020

Strategically upsold seasonal dishes and specialty drinks, significantly boosting sales
Ensured compliance with state regulations for work areas, equipment, and utensils
Fostered personal and professional relationships with guests, driving event reservations.
Enhanced customer satisfaction by promptly attending to their needs and providing personalized service.
Maximized table turnover rate by efficiently managing reservations and seating arrangements.

Education

Associate of Science - Criminal Justice

Harold Washington College

Chicago, IL

06.2019

Skills

Leads Prospecting
CRM Tracking
Payment Processing
Licensed insurance agent

Client Account Management
Sales Pipeline Management
Salesforce
Client onboarding

Timeline