Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Account Manager
State Farm Agency Contractor
Maineville, OH
04.2024 - Current
Generated leads through cold calling activities.
Attended trade shows and conferences as a representative of the company.
Solicited feedback from customers on their experience with products or services.
Resolved customer complaints in a timely manner.
Collaborated with marketing team to develop promotional materials for clients.
Operator
Performance Foodservice
03.2024 - Current
Worked scheduled hours as required and took on available shifts during holidays and busy periods.
Expedited deliveries to meet customer deadlines and requirements.
Inspected load security and checked for damages.
Resolved any discrepancies between actual stock and inventory records, ensuring the accuracy of warehouse data.
Insurance Broker
Own Business
04.2015 - Current
Strategized with clients to create customized insurance policy packages while informing clients of investment opportunities to protect assets.
Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
Determined client needs and financial situations by listening and scheduling fact-finding appointments.
Monitored customer feedback and identified areas of improvement.
Implemented improvements in manual and electronic billing procedures.
Built relationships with clients using active listening and issue resolution to provide excellent service.
Identified and solicited sales prospects in agency databases.
Met with prospective customers and business owners in homes, businesses, and other settings.
Conducted annual reviews of existing policies to update information.
Reported policy changes and company conditions affecting customer satisfaction.
Conducted risk assessments to identify potential liabilities and recommend appropriate coverage levels based on clients'' unique situations.
Sales Agent
Consejeros Insurances Broker
04.2013 - 04.2015
Managed customer accounts to secure customer satisfaction and repeat business.
Handled administrative aspects of sales by completing customer contracts and warranties and accepting and processing payments.
Recorded accurate and efficient records in customer database.
Developed strong relationships with clients through excellent customer service and regular followups.
Met with customers to discuss and ascertain needs, tailor solutions and close deals.
Generated weekly and monthly reports on sales performance to provide recommendations to meet sales goals.
Identified new business opportunities through cold calling, networking, marketing and prospective database leads.
Provided superior service to customers by quickly and courteously responding to requests, inquiries, suggestions and concerns.
Negotiated prices, terms of sales and service agreements.
Increased sales revenue by consistently meeting and exceeding sales targets.
Sales Agent
Marsh & McLennan
04.2010 - 04.2013
Managed customer accounts to secure customer satisfaction and repeat business.
Handled administrative aspects of sales by completing customer contracts and warranties and accepting and processing payments.
Built relationships with customers and community to promote long term business growth.
Recorded accurate and efficient records in customer database.
Delivered engaging sales presentations tailored specifically towards individual client needs, demonstrating a deep understanding of their business and industry.
Developed strong relationships with clients through excellent customer service and regular followups.
Met with customers to discuss and ascertain needs, tailor solutions and close deals.
Generated weekly and monthly reports on sales performance to provide recommendations to meet sales goals.
Identified new business opportunities through cold calling, networking, marketing and prospective database leads.
Provided superior service to customers by quickly and courteously responding to requests, inquiries, suggestions and concerns.
Collaborated with managers to provide customer feedback and recommend operational changes to meet emerging trends.
Negotiated contracts with prospective clients, helping to secure long-term business partnerships.
Education
High School Diploma -
Peruvian Insurance Institute
12.2004
High School Diploma -
San Ignacio De Loyola Institute
12.2002
No Degree - English
University of Central Florida
03.1994
Skills
Strong Work Ethic
Production deadline management
Material Handling
Work Scheduling
Hand-Eye Coordination
Teamwork and Collaboration
Spanish Fluency
Teamwork and Communication
Customer Service
Forklift Operation
Health and Safety Regulations
Following Instructions
Certification
Licensed Insurances - Personal Lines, Life, Health and accidents, P&C.