Ivory Sanchez
San Antonio,TX
Summary
High-energy sales and customer relations professional well-versed in communicating with different individuals and negotiating successful solutions. Focused on offering superior support and meeting all production targets. Creative in applying robust solutions that enhance loyalty, promote retention and support revenue objectives. Skilled in leadership functions such as training and mentoring new associates.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Final Expense Sales Agent
SelectQuote Insurance Services
Overland Park , KS
2023.11 - Current
- Educated clients on various types of life insurance policies available in the market.
- Developed quotes for prospective customers based on risk information and their individual needs.
- Leveraged industry trends to shape solutions and approaches.
- Monitored changes in regulations and legislation that affect the life insurance industry.
- Participated in team meetings to discuss strategies for increasing sales performance.
- Communicated with clients to understand needs and identify best policies for each case.
- Obtained underwriting approval by completing application for coverage.
Inbound Insurance Sales Agent
Trupanion
Seattle , WA
2021.04 - 2023.05
- Utilized Microsoft Office applications such as Teams, Outlook, SharePoint, and Dynamics CRM.
- Prospecting for leads via cold calls and emails to clients with current or previous experience with Trupanion.
- Negotiated a coordinated plan for both immediate and long-term coverage.
- Applied expert rapport building, combined with policy and product knowledge, to explain coverage to clients worldwide.
- Adapted to changing policies from state to state and country to country.
- Ensured customer comprehension and satisfaction of policy through phone, email, and live chat.
- Aiding and training less experienced agents via Microsoft Teams chat and shadowing.
- Worked independently, with minimal supervision.
- Cross-trained to assist with call overflow from other departments, such as claims and customer care.
- Prevented escalation using empathy and rapport to retain business, while reassuring confidence in care and quality of product
- Collaborated with multiple departments to maximize customer satisfaction.
Inbound Sales Agent
Charter Communications
San Antonio , TX
2018.06 - 2020.12
- Built rapport and learned needs through active listening and persuasion when talking to prospective clients.
- Stayed constantly up to date with product knowledge to fully address any questions or concerns.
- Followed call flow, such as top-down selling and highlighting value of packages.
- Manage call time to meet daily sales goals.
- Drove sales using rapport, product knowledge, and negotiation.
- Utilized computer programs, such as CSG and Gateway, to access and update customer information, as well as input sales.
- Ensured customer comprehension and satisfaction of new deal/sale.
- Supervised and guided teams/associates to help raise sales production.
Installation Technician
Clear Blue Water Home Services
San Antonio , TX
2018.02 - 2018.07
- Used manual labor, such as digging trenches and carefully maneuvering in confined spaces, to install home water softener and reverse osmosis filters.
- Address any questions on the product and/or installation.
- Used interpersonal skills when working with other employees to ensure product is installed properly and efficiently.
- Used demo testing to create need, as well as build value.
Cook
First Watch "The Daytime Cafe"
San Antonio , TX
2017.09 - 2018.02
- Opened restaurant by preparing materials and stations to ensure peak productivity throughout the day.
- Prepped food, such as cutting and juicing fruits and vegetables.
- Applied interpersonal communication and teamwork wherever needed to ensure restaurant success.
- Fulfilled closing duties, such as sanitation and storing materials.
Cook
Cheddar's Scratch Kitchen
San Antonio , TX
2016.06 - 2017.10
- Worked strategically and efficiently on all kitchen positions to guarantee maximum quality productivity.
- Stayed in constant communication with management and kitchen staff to ensure high performance, quality, and efficiency.
- Trained new employee hires on all positions to ensure maximum comprehension of kitchen system and duties.
- Performed opening and closing duties, such as preparing food, sanitation, and safely storing materials.
- Worked as a team with the entirety of the kitchen staff to ensure a high-quality food experience and customer satisfaction.
Cook
Freddy's Frozen Custard
San Antonio , TX
2015.08 - 2016.06
- Used interpersonal communication and teamwork to ensure order quality, accuracy, and efficiency.
- Prepped materials and portions to guarantee a successful flow throughout the day.
- Sanitized and stored materials to maintain a healthy and top-grade restaurant.
- Used time management to effectively operate both front and back of house simultaneously.
- Used cash handling skills to ensure accurate counts throughout the workday.
Education
Diploma -
John Jay High School
San Antonio, TX01.2015
Skills
- Active Listening
- Time management
- Financial Analysis for Insurance Planning
- Ambitious
- Interpersonal Communication
- Rapport Building
- Adaptability
- Pitch Presentation
- Critical Thinking and Problem Solving
- Negotiation
- Computer System Knowledge
- Leadership
- Persuasion
- Empathy
- Goal Achieving
- Regulatory Compliance
- CRM Software Proficiency
- Field Underwriting
- Risk Assessment and Analysis
- Teamwork and Collaboration
Languages
English
Certification
- Property and Casualty License (50 States)
- Life, Accident, Health and HMO License (27 States)
Timeline
Final Expense Sales Agent
SelectQuote Insurance Services
2023.11 - Current
Inbound Insurance Sales Agent
Trupanion
2021.04 - 2023.05
Inbound Sales Agent
Charter Communications
2018.06 - 2020.12
Installation Technician
Clear Blue Water Home Services
2018.02 - 2018.07
Cook
First Watch "The Daytime Cafe"
2017.09 - 2018.02
Cook
Cheddar's Scratch Kitchen
2016.06 - 2017.10
Cook
Freddy's Frozen Custard
2015.08 - 2016.06
- Property and Casualty License (50 States)
- Life, Accident, Health and HMO License (27 States)
Diploma -
John Jay High School
Similar Profiles
MAX MILLERMAX MILLER
Life & Health Insurance Broker at Life Insurance, SelectQuote Insurance ServicesLife & Health Insurance Broker at Life Insurance, SelectQuote Insurance Services
Rachael SayerRachael Sayer
Senior Medicare Sales Agent at SelectQuote Insurance ServicesSenior Medicare Sales Agent at SelectQuote Insurance Services
Jody RichesinJody Richesin
Sales Development Advisor at SelectQuote Insurance ServicesSales Development Advisor at SelectQuote Insurance Services