Summary
Overview
Work History
Education
Skills
Certification
Personal Information
Timeline
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Jacob Baldovinos

Los Fresnos,TX

Summary

Hardworking employee enthusiastic about learning inside and out. Pursues opportunities to learn new skills and contribute to group success. Offers strong administrative, relationship-building and problem-solving abilities.

Overview

13
13
years of professional experience
1
1
Certification

Work History

Life Insurance & Accidental Death Sales Representative | Sales Lead/Team Manager

Gerber Life
08.2022 - 02.2025
  • Sold the full range of accidental death and life insurance products offered by the company
  • Assisted existing policyholders with policy modifications, ensuring seamless customer service
  • Consistently met or exceeded sales targets through a consultative approach
  • Promoted to Sales Lead/Team Manager after six months, overseeing team performance and mentoring new representatives
  • Consistently met or exceeded quotas by implementing strategic sales plans and effective time management.

Medicare & Life Insurance Sales Representative | Team Lead

Solix Inc
01.2020 - 06.2022
  • Handled incoming calls from prospective and existing clients, providing expert guidance on Medicare Advantage plans
  • Assisted clients in selecting medical plans tailored to their specific healthcare needs
  • Sold life insurance policies in addition to medical coverage options
  • Consistently met sales targets and provided exceptional customer service
  • Promoted to Team Lead within seven months, taking on additional leadership responsibilities

Assistant Theater Manager

Island Cinema
03.2012 - 03.2021
  • Promoted ticket and concession sales while ensuring compliance with company policies and procedures
  • Managed monetary transactions, end-of-shift revenue reports, and supervised operations during assigned shifts
  • Assisted with bookkeeping and payroll accounting responsibilities
  • Addressed and resolved technical issues related to the business network and devices
  • Managed service tickets for computers and other business-related equipment on a daily basis
  • Provided on-call remote troubleshooting support for technical issues

Teller

PlainsCapital Bank
03.2018 - 09.2019
  • Processed customer account transactions with accuracy and efficiency
  • Maintained customer privacy and handled sensitive personal information with discretion
  • Managed cash handling responsibilities, ensuring no overages or shortages in the cash box

Sales Associate

International Bank Of Commerce
03.2016 - 03.2018
  • Handled confidential customer information with professionalism and discretion
  • Provided sales consultations and delivered exceptional customer service
  • Promoted and sold financial services to both existing and prospective clients

Education

Associate's degree - Physics

University of Texas Rio Grande Valley
Brownsville, TX

Skills

  • Sales & Insurance: Life & Health Insurance Sales, Property & Casualty Insurance, Medicare Plans
  • Customer Service: Client Relations, Policyholder Support, Live Chat & Email Support
  • Financial Services: Banking, Cash Handling, Teller Operations, Financial Consultation
  • Technical & Analytical: Help Desk Support, Computer Networking, Data Analysis, Windows Systems
  • Management & Leadership: Team Leadership, Training & Mentoring, Front Desk Operations
  • Languages: English (Fluent), Spanish (Intermediate)
  • Bookkeeping & Payroll Management

Certification

  • Life & Health Insurance License, 08/22, Present
  • Property & Casualty License, 06/24, 06/26
  • Adjusters License, 06/24, 03/26

Personal Information

Work Permit: Authorized to work in the US for any employer

Timeline

Life Insurance & Accidental Death Sales Representative | Sales Lead/Team Manager

Gerber Life
08.2022 - 02.2025

Medicare & Life Insurance Sales Representative | Team Lead

Solix Inc
01.2020 - 06.2022

Teller

PlainsCapital Bank
03.2018 - 09.2019

Sales Associate

International Bank Of Commerce
03.2016 - 03.2018

Assistant Theater Manager

Island Cinema
03.2012 - 03.2021

Associate's degree - Physics

University of Texas Rio Grande Valley

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Jacob Baldovinos