Ida Castillo
Insurance Agent
Friendswood,Texas
Summary
Competitive Sales Service Representative prioritizes organizational expansion objectives and customer service quality. Identifies and capitalizes on sales opportunities to generate lasting relationships with clients. Adept communicator of product and service utilities with adaptive messaging techniques.
Overview
30
30
years of professional experience
1
1
Certification
Work History
Sales and Service Specialist
Progressive Insurance Companies
2020.07 - 2023.02
- Increased sales revenue by consistently meeting and exceeding sales targets through effective product presentation and client relationship management.
- Delivered exceptional customer service, resulting in increased repeat business and client referrals.
- Developed strong rapport with customers, fostering loyalty and trust for sustained business growth.
- Implemented successful sales strategies to identify new leads and expand market presence.
- Utilized persuasive communication skills to successfully negotiate deals and close contracts.
- Provided expert product knowledge, demonstrating the value proposition of offered services or products to prospective clients.
- Received accolades from senior management due to exemplary performance in meeting company-wide objectives, contributing significantly to overall profitability growth.
- Worked closely with clients throughout the entire sales cycle, providing ongoing support, addressing concerns, and ensuring overall satisfaction with their experience.
- Handled sales paperwork and payments with high degree of accuracy to minimize recordkeeping errors.
- Offered knowledgeable insight into available products and services as well as competitor activities to help consumers make informed decisions.
- Developed strong rapport with customers and created positive impression of business.
Sales Agent
Infinity Insurance Agency
2013.08 - 2019.06
- Increased sales revenue by consistently meeting and exceeding sales targets.
- Developed strong relationships with clients through excellent customer service and regular followups.
- Expanded client base by diligently prospecting new leads and effectively presenting product offerings.
- Negotiated contracts with prospective clients, helping to secure long-term business partnerships.
- Improved overall customer satisfaction by promptly addressing concerns and providing tailored solutions.
- Enhanced product knowledge through continuous training and professional development opportunities.
- Achieved top performer status within the company due to consistent high sales numbers.
- Delivered engaging sales presentations tailored specifically towards individual client needs, demonstrating a deep understanding of their business and industry.
- Increased sales and customer satisfaction through personalized servicing.
- Offered each customer top-notch, personal service to boost sales and customer satisfaction.
- Provided superior service to customers by quickly and courteously responding to requests, inquiries, suggestions and concerns.
- Used Salesforce CRM software to record personal information and purchases of contacted prospects.
- Developed and maintained comprehensive understanding of products, services and competitors to enhance sales presentations.
- Utilized CRM software to manage customer accounts and track performance metrics.
- Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Met existing customers to review current services and expand sales opportunities.
- Recorded accurate and efficient records in customer database.
Sales Agent
Tex-Cap Insurance Agency
2006.08 - 2010.08
- Increased sales revenue by consistently meeting and exceeding sales targets.
- Developed strong relationships with clients through excellent customer service and regular followups.
- Expanded client base by diligently prospecting new leads and effectively presenting product offerings.
- Improved overall customer satisfaction by promptly addressing concerns and providing tailored solutions.
- Streamlined sales processes, implementing time-saving strategies that boosted productivity.
- Achieved top performer status within the company due to consistent high sales numbers.
- Leveraged CRM software to efficiently track leads, manage contacts, and monitor progress toward goals.
- Exceeded quarterly quotas by effectively managing a large territory of accounts and prioritizing tasks accordingly.
- Boosted referral rates by cultivating positive relationships with satisfied customers who were eager to recommend our products/services to others.
- Delivered engaging sales presentations tailored specifically towards individual client needs, demonstrating a deep understanding of their business and industry.
- Increased sales and customer satisfaction through personalized servicing.
- Provided superior service to customers by quickly and courteously responding to requests, inquiries, suggestions and concerns.
- Used Salesforce CRM software to record personal information and purchases of contacted prospects.
- Utilized CRM software to manage customer accounts and track performance metrics.
- Served customers with knowledgeable, friendly support at every stage of shopping and purchasing.
- Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
- Presented professional image consistent with company's brand values.
- Achieved or exceeded company-defined sales quotas.
Education
GED -
Porter High School
Brownsville, TXSkills
- Sales Presentations
- Performance Tracking
- CRM Proficiency
- Cold-Calling
- Customer service
- Problem-solving
- Cross-selling
- Conflict resolution
- Client retention
- Multitasking
- Time management
- Product knowledge
- CRM Tracking
Certification
- Licensed Insurance Agent -
Languages
Bilingual English and Spanish
Native or Bilingual
Timeline
Sales and Service Specialist
Progressive Insurance Companies
2020.07 - 2023.02
Sales Agent
Infinity Insurance Agency
2013.08 - 2019.06
Sales Agent
Tex-Cap Insurance Agency
2006.08 - 2010.08
GED -
Porter High School
- Licensed Insurance Agent -
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