Insightful Insurance Sales Agent bringing 5 years of insurance product and policy management expertise to growing organization. Focused and analytical with passion for client satisfaction and team goal achievement.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Sales
Mane Man Hair Boutique
01.2015 - Current
Inventory management
Account management
Exceeded sales quotas and increased profitability through effective sales strategy and business planning.
Worked with sales team during sales process and assisted with business requirement gathering.
Used sales tactics and client relationship building techniques to reach monthly, quarterly and annual sales goals, boosting sales 48%.
Regulating prices and stocking
Managing multiple locations (Area Supervisor).
Life Insurance Agent
PHP Agency
08.2019 - 05.2024
Help people have a better understanding on why having life insurance is crucial and beneficial to their lives and the ones that come after
Educate, inform, and sell life insurance to those who need it from the lowest amount of coverage to the highest amount of coverage.
Provided coverage option information to assist clients in protecting assets.
Attended continuing education courses and workshops to gain additional insurance industry knowledge.
Maintained high standards of customer service by building relationships with clients.
Promoted products and services using upselling and other sales strategies.
Subject Matter Expert
Genpact LLC
06.2017 - 02.2020
Developer, modifying and maintaining broad/complex computer systems
Subject Matter Expert- Consulting across business operations, providing mentorship, and contributing specialized knowledge
Identifying areas where technical solutions would improve business performance.
Maintained overall safe work environment with employee training programs and enforcement of safety procedures.
Installed, configured, and monitored new system features based on user needs.
Overnight Manager
QuikTrip
07.2016 - 09.2019
Greet customers in a friendly and professional manner, providing excellent customer service
Operate cash registers to process payments for merchandise and services
Stock shelves with products, ensuring that all items are properly labeled and priced
Assist customers with locating items, answering questions about product availability and pricing.
Call Center Representative
TeleTech Holdings
10.2017 - 12.2018
Promptly responded to inquiries and requests from prospective customers.
Educated customers about billing, payment processing and support policies and procedures.
Investigated and resolved accounting, service and delivery concerns.
Maintained up-to-date knowledge of product and service changes.
Followed-through on all critical inter-departmental escalations to increase customer retention rates.
Call Center Representative
FEMA
02.2017 - 12.2017
Digital marketing
Taking customer calls and answering questions or addressing any concerns they may have
Handling many inbound and outbound calls to and from customers
Listening to customers needs or issues and providing helpful solutions to their problems
Tracking orders and processing order form compilation
Recognizing ongoing customer call trends, acting on them, and communicating the situation to management.
Shift Lead
Boston Market
01.2014 - 01.2016
Overseeing operations when the manager is absent
Assigning duties to staff during shifts
Providing customer service and managing complaints.
Education
Diploma in Basic education -
Plano Senior High School
Plano, TX
01.2015
Skills
Building Relationships
Email Marketing
Referral management
Insurance Policy Sales
New Agent Training
Client Account Management
Upselling strategies
Policy Management
Underwriter Collaboration
Insurance sales expertise
Continuing education
Financial Planning
Appointment Scheduling
Lead prospecting
Negotiation Tactics
Certification
Life Insurance
Personal Information
Authorized To Work: Authorized to work in the US for any employer
Timeline
Life Insurance Agent
PHP Agency
08.2019 - 05.2024
Call Center Representative
TeleTech Holdings
10.2017 - 12.2018
Subject Matter Expert
Genpact LLC
06.2017 - 02.2020
Call Center Representative
FEMA
02.2017 - 12.2017
Overnight Manager
QuikTrip
07.2016 - 09.2019
Sales
Mane Man Hair Boutique
01.2015 - Current
Shift Lead
Boston Market
01.2014 - 01.2016
Diploma in Basic education -
Plano Senior High School
Life Insurance
Similar Profiles
Marisah SerratoMarisah Serrato
Hairstylist Booth Renter at Mane Mystique Hair Studio LLCHairstylist Booth Renter at Mane Mystique Hair Studio LLC