Jackeline Martinez
San Antonio,TX
Summary
Dynamic insurance sales agent with a proven track record at Amax Auto Insurance, excelling in client retention and strong negotiation. Leveraged product knowledge to consistently exceed sales targets, while building lasting relationships through exceptional customer service and proactive lead generation. Skilled in cold calling and marketing strategies to expand client base effectively.
Overview
6
6
years of professional experience
Work History
Insurance Sales Agent
Amax Auto Insurance
11.2024 - Current
- Educated clients on insurance products, enabling them to make informed decisions regarding their coverage needs.
- Developed strong relationships with clients through consistent communication and exceptional customer service.
- Contributed to agency success by consistently meeting or exceeding monthly sales targets.
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
- Generated quotes and proposals for clients to match individual needs.
- Expanded client base by generating referrals from satisfied customers and networking within the community.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Maximized revenue growth with proactive lead generation tactics and efficient time management skills.
- Developed sales strategies to increase sales of insurance policies.
Receptionist
Dr. Dental
08.2021 - 05.2024
- Assist all departments with data
- Organized and scheduled office meetings as well as client appointments, effectively accommodating hectic schedules for a team of 2 professionals
- Interacted with organizational staff, executives, clients, vendors, and visitors on a daily basis
- Outbound calls , completed paperwork, and processed cash, check, and credit card transactions
- Have direct contact with the customer service and sales teams
- Provided guests with appointment information updates and rescheduling
- Assisted customers in emergency situations with care, whether over the phone or in person
Sales Associate
Melrose Family Fashions# 40
05.2019 - 08.2021
- Took incoming phone calls and answered them with information about products, services, store hours, policies, and promotions
- Organized displays and stocked shelves to draw customers' attention to specific items
- Performed floor moves, merchandising, display maintenance, and housekeeping to keep sales areas well-stocked, organized, and current
- Built and maintained effective relationships with peers and upper management to drive team success toward common sales, service, and operational goals
- Set up new merchandise with attractive displays and signage to encourage customer sales and move overstock items
- Kept up with current promotions, exchange policies, payment policies, and security procedures
Education
High School Diploma -
John Jay High School
San Antonio, TX06.2020
Skills
- Customer service
- Insurance sales
- Strong negotiation
- Product knowledge
- Cold calling
- Client retention
- Licensed insurance agent
- Rapport building
- Marketing
Timeline
Insurance Sales Agent
Amax Auto Insurance
11.2024 - Current
Receptionist
Dr. Dental
08.2021 - 05.2024
Sales Associate
Melrose Family Fashions# 40
05.2019 - 08.2021
High School Diploma -
John Jay High School