Gissela Umana
Raleigh,North Carolina
Summary
Skilled bilingual sales representative with experience in developing strategic sales solutions, fostering strong client relationships and navigating complex business environments. Possess strong communication skills in both English and Spanish, enabling effective connection with diverse customer base. Previous roles demonstrate significant impact in driving revenue growth through proactive sales initiatives and customer-focused strategies.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Insurance Sales Agent/Bilingual Sales Representative
Jackson Whaley Vreeland Agency/ Piedmont Triad Ins
Raleigh, NC
12.2021 - Current
- Assisting clients in selecting appropriate coverage options for their needs.
- Selling various types of insurance policies to individuals and businesses, such as life, automobile, medical, and property insurance.
- Reviewing clients' current policies and suggesting changes or additions.
- Processing applications and paperwork related to policy issuance or renewal.
- Perform administrative tasks, such as updating databases and filing paperwork.
- Addressed and resolved clients' inquiries and concerns promptly, ensuring high levels of client satisfaction.
Insurance Sales Agent
Mike Embree Insurance, North Carolina
Durham, NC
11.2011 - 12.2021
- Assisted clients in selecting appropriate coverage options for their needs.
- Resolved customer inquiries and complaints in a timely manner.
- Built relationships with existing clients by providing exceptional service.
- Kept client records and preparing reports.
- Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
Senior Vault Teller
Branch Banking & Trust
, North Carolina
05.2004 - 09.2009
- Provided client services dealing with business and personal transactions.
- Performed daily balancing of cash drawers to ensure accuracy.
- Responsible for ordering and shipping all currency in the vault
- Recognized new financial needs for the client and referring them to meet with customer service
- This includes referring new accounts, online banking, insurance, investments, and loan needs.
- Cross-sell banking services and products to clients
- Participated in community events to position the bank as a leader within the territory.
Education
AA -
Wake Technical Community College
Raleigh, NC01-2009
Skills
- Telephone and Front Desk Reception, Customer Service, Filing, Database and Records Management, Executive and Administrative Support, Reports and Spreadsheets, Complaint Handling, Data Entry
- MS Word, Excel, Internet, E-mail, Microsoft Outlook, PowerPoint, MS Office XP, and type 75 wpm
- Insurance sales
- Account Management
- Customer Needs Assessment
- Commercial lines
Profile Licensure:
- Professional Experience with a successful career in banking, business development, and administration.
- Excel at interfacing with others at all levels to ensure organizational goals are attained.
- Proactive approach has resulted in capturing numerous accounts and expanding the client base.
- Possess excellent interpersonal, analytical, and organizational skills. A team player, acknowledged as "Total Quality Customer Service Professional."
Certification
- Property License 12-04-2015
- Casualty License 04-28-2016
- Life License 02-10-2020
- Accident & Health License 02-10-2020
- Med/Supp/Long Term Care 10-04-2021
- CBIA Certificate 05-18-2022
References
References available upon request.
Timeline
Insurance Sales Agent/Bilingual Sales Representative
Jackson Whaley Vreeland Agency/ Piedmont Triad Ins
12.2021 - Current
Insurance Sales Agent
Mike Embree Insurance, North Carolina
11.2011 - 12.2021
Senior Vault Teller
Branch Banking & Trust
05.2004 - 09.2009
- Property License 12-04-2015
- Casualty License 04-28-2016
- Life License 02-10-2020
- Accident & Health License 02-10-2020
- Med/Supp/Long Term Care 10-04-2021
- CBIA Certificate 05-18-2022
AA -
Wake Technical Community College
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