Summary
Overview
Work History
Education
Skills
Languages
Timeline
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ISMELDA MENDOZA

Poughkeepsie

Summary

Proven leader and top performer at Prudential Financial sold over $1,000,000 premium, adept in SalesForce CRM and strategic thinking. Excelled in building client relationships and driving sales growth, evidenced by surpassing sales targets. Skilled in customer service and financial reporting, ensuring operational excellence and client satisfaction. Achieved significant referral rates through exceptional relationship management.

Overview

6
6
years of professional experience

Work History

Sales Agent

ALLSTATE
08.2024 - Current
  • Developed strong relationships with clients through excellent customer service and regular followups.
  • Assisted call-in customers with questions and orders.
  • Explained features and advantages of [Type] products or services to promote sales.
  • Expanded client base by diligently prospecting new leads and effectively presenting product offerings.

Administrative Manager

SCHRODERS AUTO COMPLETE
07.2023 - 08.2024
  • Ensured smooth daily operations with timely completion of all essential administrative tasks and responsibilities.
  • Provided exceptional administrative support for executive-level staff, ensuring that their needs were met promptly and accurately in order to facilitate smooth daily operations.
  • Supervised staff and delegated tasks to maintain positive, productive administrative operations.
  • Maintained accurate record-keeping systems to ensure easy access to critical information for decision-making purposes.

Customer Service Representative

WNS Global Services
10.2023 - 02.2024
  • Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
  • Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
  • Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
  • Responded to customer requests for products, services, and company information.

Sales Agent

Prudential Financial
06.2021 - 05.2023
  • Provided superior service to customers by quickly and courteously responding to requests, inquiries, suggestions and concerns.
  • Boosted referral rates by cultivating positive relationships with satisfied customers who were eager to recommend our products/services to others.
  • Negotiated contracts with prospective clients, helping to secure long-term business partnerships.
  • Achieved top performer status within the company due to consistent high sales numbers.

Sales Associate

GEICO
09.2018 - 06.2021
  • Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
  • Handled cash transactions efficiently while adhering to company cash handling policies, ensuring accuracy in all financial exchanges.
  • Built relationships with customers to encourage repeat business.
  • Managed returns, exchanges and refunds in accordance with store policy.

Education

CERTIFICATE - INSURANCE

Property And Casualty License

CERTIFICATE - CNA

BOCES
Poughkeepsie, NY

High School Diploma -

COLEGIO PIAGE
DOMINICAN REPUBLIC
06.2008

Skills

    Media Relations

    Leadership

    SalesForce (CRM)

    Customer Service (Zendesk)

    Canva

    Management

    E-commerce

    Relationship Mgmt

    Multitasking in high pressure environment

    Strategic thinking

    Decision making

    Invoice Generation

Languages

Spanish
Full Professional

Timeline

Sales Agent

ALLSTATE
08.2024 - Current

Customer Service Representative

WNS Global Services
10.2023 - 02.2024

Administrative Manager

SCHRODERS AUTO COMPLETE
07.2023 - 08.2024

Sales Agent

Prudential Financial
06.2021 - 05.2023

Sales Associate

GEICO
09.2018 - 06.2021

CERTIFICATE - INSURANCE

Property And Casualty License

CERTIFICATE - CNA

BOCES

High School Diploma -

COLEGIO PIAGE

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ISMELDA MENDOZA