Danielle Escalona
VICTORIA,TX
Summary
Excellent communicator and dependable team player with strong understanding of insurance industry. Adept at building relationships with clients, brokers and other stakeholders while delivering outstanding service. Highly organized and detail-oriented with strong ability to identify potential risks and develop solutions. Accountable Insurance Representative with excellent client management and insurance plan promotion. Highly effective juggler of multiple competing responsibilities simultaneously. Proven history of exceptional time management and customer service.
Overview
13
13
years of professional experience
Work History
Licensed Insurance Agent
Allstate Insurance Company
05.2021 - 07.2023
- Calculated quotes and educated potential clients on insurance options.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Provided coverage option information to assist clients in protecting assets.
- Exceeded corporate quotas for monthly policy sales.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Maintained high standards of customer service by building relationships with clients.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Cross-sold insurance products to existing clients to reach sales targets.
- Developed and implemented marketing strategies to boost sales and increase customer base.
Licensed Insurance Agent
Fred Loya Insurance
03.2020 - 01.2021
- Exceeded corporate quotas for monthly policy sales.
- Maintained high standards of customer service by building relationships with clients.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Calculated quotes and educated potential clients on insurance options.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
Licensed Insurance Agent
Pronto Insurance Company
07.2019 - 10.2019
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Provided coverage option information to assist clients in protecting assets.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
Apartment Leasing Consultant
Villa Chateau Apartments
01.2019 - 06.2019
- Conducted property showings to highlight features, answer questions, and redirect concerns to close contracts.
- Responded to messages and inquiries from various parties and used well-developed active listening and open-ended questioning skills to promote quick issue resolution.
- Verified tenant incomes and other information before accepting lease applications.
- Distributed and followed up on tenant renewal notices.
- Collected monthly rent payments and other fees, always properly recording, and processing money.
- Assisted prospective tenants in paperwork completion and other logistics to facilitate smooth move-in processes.
- Greeted clients, showed apartments, and prepared leases.
- Inspected properties before and after new tenant move-ins to schedule maintenance, cleaners, and other services.
- Responded to requests and scheduled appointments for property showings.
- Collected rent and tracked resident payments and information in computer system.
Cashier Assistant
Invista
11.2016 - 10.2017
- Met customer needs through polite, friendly and attentive service.
- Cleaned and sanitized cashier workstation and scanning area.
- Helped customers complete purchases, locate items, and join reward programs.
- Trained new cashier team members in customer service and money handling processes.
- Worked with other associates to support cashiers and management needs.
- Removed trash, swept, and mopped floors for professional appearance.
- Cleaned, swept, mopped, and disinfected shop area to maintain customer safety and health.
- Answered questions about store policies and addressed customer concerns.
- Counted cash drawers before and after shifts to verify accuracy and report discrepancies.
- Packed customer orders into boxes and bags, transferring to shopping cart.
- Helped clients transport large or bulky items into vehicles.
- Bagged items securely to minimize breakages and reduce losses.
Sales Associate
Boost Mobile Store
02.2014 - 11.2016
- Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
- Helped customers locate products and checked store system for merchandise at other sites.
- Prepared merchandise for sales floor by pricing or tagging.
- Rotated stock and restocked shelves to maintain product availability and store appearance.
- Answered customer questions about sizing, accessories, and merchandise care.
- Engaged with customers to build rapport and loyalty.
- Solved customer challenges by offering relevant products and services.
- Generated new sales leads to achieve and exceed monthly sales goals.
Night Clerk
UPS
07.2014 - 09.2015
- Answered customers questions and provided information about available [Name], [Name] and [Name] options.
- Maintained work areas in clean and organized fashion.
- Restocked [Description] and entered purchase requests.
- Utilized [Software] to update records and submit payments.
- Answered customer telephone calls promptly and appropriately handled needs.
- Took reservations over phone, in person, and via computer for guests and provided confirmation information.
- Used internal software to process reservations, check-ins and check-outs.
Shift Manager
McDonald's Restaurant
08.2010 - 07.2014
- Trained and mentored new employees to maximize team performance.
- Kept employees operating productively and working on task to meet business and customer needs.
- Supervised employees and oversaw quality compliance with company standards for food and services.
- Worked closely with team members to schedule breaks and shifts to meet state regulations.
- Tracked receipts, employee hours, and inventory movements.
- Cooperated with coworkers to improve customer experience and manage storefront.
- Coached crew members to optimize performance and motivate toward more efficient work.
- Consistently exhibited calm demeanor during periods of high volume or unusual events to keep store operating smoothly and set positive example for shift team.
- Scheduled staff to establish adequate coverage during peak business hours.
Education
GED -
Adult Education Center
Victoria, TX05.2014
Skills
- Deposit Collection
- Quote Information
- Client Retention
- Operations Management
- Policy Writing
- Client Relationship Management
- Marketing Strategy Development
- Customer Service and Assistance
- Property and Casualty Insurance Sales
- Insurance Industry Knowledge
- Insurance Coverage Review
- Insurance Practices
- Client Service
- Quotes and Sales
- Advertising Strategy
- Team Meetings
- Customer Follow-Up
Timeline
Licensed Insurance Agent
Allstate Insurance Company
05.2021 - 07.2023
Licensed Insurance Agent
Fred Loya Insurance
03.2020 - 01.2021
Licensed Insurance Agent
Pronto Insurance Company
07.2019 - 10.2019
Apartment Leasing Consultant
Villa Chateau Apartments
01.2019 - 06.2019
Cashier Assistant
Invista
11.2016 - 10.2017
Night Clerk
UPS
07.2014 - 09.2015
Sales Associate
Boost Mobile Store
02.2014 - 11.2016
Shift Manager
McDonald's Restaurant
08.2010 - 07.2014
GED -
Adult Education Center