Heidi Salazar
Fresno,CA
Summary
Bilingual Spanish-English agency manager specializing in team leadership for sales and customer service operations. Builds durable client relationships and supports customer needs through structured communication and professional service delivery. Oversees multitask workflows to ensure timely responses and reliable outcomes.
Overview
1
1
Certification
18
18
years of professional experience
Work History
Agency Manager
Pronto Insurance
Fresno, California
06.2012 - Current
- Oversaw daily operations of Pronto Insurance agency, managing staff schedules and workflow.
- Managed office operations, responded to client inquiries, and resolved concerns to enhance customer service outcomes.
- Consistently supported clients and engaged in effective insurance sales to achieve monthly office sales goals.
- Educated agents on sales processes and policy procedures for Pronto Insurance, increasing their sales effectiveness.
- Provided tailored insurance support for auto, home, and renters policies using clear coverage guidance.
- Trained new employees on office procedures, service standards, and insurance responsibilities to improve service readiness.
- Leveraged referrals from clients, friends, dealerships, and local businesses, generating a pipeline of new business opportunities.
- Processed daily deposits and DMV services to maintain accurate financial and administrative operations.
- Evaluated applications for correctness and compliance with established carrier standards.
- Reviewed policy applications, renewals, and endorsements for accuracy.
Sales Agent/ Supervisor
Fred Loya Insurance
Fresno, California
05.2009 - 05.2012
- Advised Fred Loya Insurance customers on auto coverage options and policy details
- Continuously met sales goals via strategic prospecting.
- Engaged positively with each customer, providing professional, and polite support for sales and service needs.
- Quoted insurance premiums using agency systems and underwriting guidelines
- Explained policy changes, renewals, and billing notices to policyholders
- Collected premium payments and updated customer account records
- Coached new employees on best practices for closing deals quickly and efficiently.
Sales Associate
Macy's
Fresno, California
10.2008 - 05.2009
- Guided Macy's customers in product selection, enhancing their shopping experience with personalized sales support.
- Delivered outstanding customer service to clients and assisted with style needs
- Informed customers of Macy's promotions and loyalty program, increasing customer engagement and awareness.
- Maintained organized sales floor at Macy's through effective merchandising recovery and display setup, improving product visibility.
- Maintained order and cleanliness in fitting rooms to enhance customer experience by organizing items and assisting shoppers.
- Processed transactions on Macy's POS register and handled cash payments.
- Handled cashier tasks by processing payments and providing change to customers such as accepting payments, issuing receipts and counting money back change.
Education
High School Diploma -
Edison High School
Fresno, CASkills
- Insurance policy expertise
- Policy quoting
- Sales management
- Team leadership
- Staff training
- Sales and customer service
- Relationship building
- DMV processing
- Cash management
- Multitasking skills
- Microsoft Word proficiency
- Effective communication
- Reliability
- Bilingual proficiency
Certification
- Personal Lines License
Languages
- Spanish
- English
Timeline
Agency Manager
Pronto Insurance
06.2012 - Current
Sales Agent/ Supervisor
Fred Loya Insurance
05.2009 - 05.2012
Sales Associate
Macy's
10.2008 - 05.2009
High School Diploma -
Edison High School