Heidi De Los Santos
Harlingen,TX
Summary
Results-driven professional provides customers with tailored solutions to meet needs. Successfully establishes relationships with customers and delivers quality service. Agile individual with excellent communication and customer service skills.
Overview
12
12
years of professional experience
Work History
Licensed Insurance Producer
Kent Jones Insurance Agency
06.2020 - Current
- Provided coverage option information to assist clients in protecting assets.
- Generated quotes and proposals for clients to match individual needs.
- Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
- Followed up promptly with interested clients to close sales.
- Met with prospective clients to discuss insurance needs and provide solutions.
- Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
- Exhibited high energy and professionalism when dealing with clients and staff.
- Bolstered customer retention by creating and offering unique discount options and inspiring interest in new product lines.
GGX Director/Group Fitness Instructor
Gold's Gym
05.2011 - Current
- Managed and motivated employees to be productive and engaged in work.
- Cross-trained existing employees to maximize team agility and performance.
- Maximized performance by monitoring daily activities and mentoring team members.
- Onboarded new employees with training and new hire documentation.
- Monitored and analyzed business performance to identify areas of improvement and make necessary adjustments.
- Established team priorities, maintained schedules and monitored performance.
- Evaluated employee performance and conveyed constructive feedback to improve skills.
- Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
Education
High School Diploma -
Harlingen High School
Harlingen, TX05.1989
Skills
- Insurance Industry Knowledge
- Client Service
- Account Retention
- Insurance Sales
- Agent Support
- Sell Policies
Languages
Spanish
Native or Bilingual
Timeline
Licensed Insurance Producer
Kent Jones Insurance Agency
06.2020 - Current
GGX Director/Group Fitness Instructor
Gold's Gym
05.2011 - Current
High School Diploma -
Harlingen High School
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