Evelyn Esmeralda Martinez
Houston ,TX
Summary
Dynamic insurance professional with a proven track record at Safe Insurance Services, excelling in customer service and sales. Skilled in customizing insurance solutions and mentoring teams, I consistently surpassed sales targets. Bilingual and adept in data management, I thrive in collaborative environments, driving results through effective communication and problem-solving. Proven history of exceptional time management and customer service.
Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level position. Ready to help team achieve company goals.
Overview
16
16
years of professional experience
Work History
Insurance Agent Brokearage Firm Manager
Safe Insurace Services
04.2012 - 08.2025
- Managed Prepared and reviewed insurance applications to verify compliance with regulations.
- Maintained high standards of customer service by building relationships with clients.
- Worked closely with other team members to optimize sales strategies and achieve regional goals.
- Cross-sold insurance products to existing clients to reach sales targets.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
- Collaborated with underwriters to assess risk and determine appropriate coverage options for clients.
- Achieved top salesperson status by consistently exceeding sales targets through effective client relationship management.
- Customized insurance packages to client needs, enhancing customer satisfaction and loyalty.
- Finalized sales and collected necessary deposits.
- Analyzed customer needs to provide customized insurance solutions.
- Mentored junior team members for career advancement, fostering a pipeline of future leaders within the organization.
- In charge of opening and closing office on a daily basis
- Met audit standards
- Reduced policy lapses by establishing proactive communication strategy to educate clients on importance of continuous coverage.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
HR Assistant
Apache Welding
12.2009 - 04.2012
- Conducted new hire orientation to verify completion of appropriate paperwork, recording information on human resources database.
- Monitored employee attendance and performance to verify punctuality and absences, addressing issues in accordance with company policies and procedures.
- Organized new employee orientation schedules for new hires.
- Answered and redirected incoming phone calls for office.
- Created and completed personnel action forms for hires, terminations, title changes and terminations.
- Conducted exit interviews with terminated employees.
- Set up orientations and initial training for new employees.
- Developed and maintained HR policies and procedures.
- Delivered friendly assistance with new hires throughout interviewing and hiring process.
Education
Associate of Arts - Business Administration And Management
San Jacinto College
Pasadena, TX11-2025
Skills
- Licensed in other areas
- Quotes and sales
- Customer service
- Degrees and certificates
- Teamwork and collaboration
- Problem-solving and able to work well in a team, contributing ideas and cooperating with others to achieve common goals
- Self motivation
- Data entry and documentation (Excel,Word)
- Records maintenance
- Training and mentoring
- Software Development
- Quick to embrace challenge and changes in priority, providing significant result and high levels of accuracy
- Typing Speed Accuracy
Languages
English
Spanish
Timeline
Insurance Agent Brokearage Firm Manager
Safe Insurace Services
04.2012 - 08.2025
HR Assistant
Apache Welding
12.2009 - 04.2012
Associate of Arts - Business Administration And Management
San Jacinto College
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