Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Heidi De Los Santos

Harlingen,Texas

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

26
26
years of professional experience
1
1
Certification

Work History

Insurance Sales Producer

Tito Resendez State Farm Insurance
10.2024 - Current
  • Developed strong relationships with clients, ensuring trust and loyalty for long-term business engagements.
  • Increased customer retention with exceptional client service and timely follow-ups on policy renewals.
  • Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
  • Followed up promptly with interested clients to close sales.

GGX Director/Group Fitness Instructor

Golds Gym
05.2011 - Current
  • Enhanced team collaboration through regular communication, goal setting, and performance evaluations.
  • Managed and motivated employees to be producvtive and engaged in work.
  • Onboarded new employees with training and new hire documentation
  • Established team priorities, maintained schedules and monitored performance.

Licensed Customer Service Representative

Kent Jones Agency - Farmers Insurance
06.2020 - 10.2024
  • Improved customer satisfaction by efficiently addressing and resolving issues in a timely manner.
  • Delivered prompt service to prioritize customer needs.
  • Exhibited high energy and professionalism when dealing with clients and staff.
  • Followed up with customers about resolved issues to maintain high standards of customer service.

Licensed Customer Service Representative

Kent Jones Insurance Agency - Farmers Insurance
08.1999 - 09.2011
  • Increased customer retention rates by conducting follow-up calls to ensure satisfaction with services provided or products purchased.
  • Maintained accurate records of customer interactions, transactions, and comments for future reference and quality improvement.
  • Enhanced client relationships by providing personalized service and attention to detail.
  • Responded to customer requests for products, services, and company information.
  • Followed up with customers about resolved issues to maintain high standards of customer service.
  • Trained new personnel regarding company operations, policies and services.

Education

High School Diploma -

Harlingen High School
Harlingen, TX
05-1989

Skills

  • Goal oriented
  • Customer service
  • Licensed insurance agent
  • Excellent communication
  • Organizational skills
  • Self motivation
  • Cold calling

Certification

General Lines Agent Property & Casualty License

Life & Health Insurance License

Languages

Spanish
Professional Working

Timeline

Insurance Sales Producer

Tito Resendez State Farm Insurance
10.2024 - Current

Licensed Customer Service Representative

Kent Jones Agency - Farmers Insurance
06.2020 - 10.2024

GGX Director/Group Fitness Instructor

Golds Gym
05.2011 - Current

Licensed Customer Service Representative

Kent Jones Insurance Agency - Farmers Insurance
08.1999 - 09.2011

High School Diploma -

Harlingen High School
Heidi De Los Santos