Jacobo Retamozo
Santa Clarita,CA
Summary
Accommodating Inside Sales Representative brings 28 years in retail and phone sales. Strong collaborator possessing outstanding organizational, analytical and problem-solving abilities. Recognized for maintaining patience to minimize customer dissatisfaction and increase customer loyalty.
Proven skills in promoting products and boosting revenue by connecting with customers and effectively communicating sales recommendations. Well-organized, reliable and experienced in setting up displays, restocking shelves and supporting in-store customers with knowledgeable assistance. Enhance store loyalty with unparalleled support.
Motivated Inside Sales Representative successful at exceeding outbound call performance benchmarks. Remains focused on increasing sales through expert customer outreach. Establishes phone presence, drives conversation by creating rapport and builds and maintains productive business relationships.
Diligent Inside Sales Representative focused on building loyalty and long-term relationships with customers to consistently reach sales targets. Skilled in data analysis, cold calling and process optimization. Familiar with job-related software paired with extensive knowledge of successful sales strategies and techniques.
Overview
32
32
years of professional experience
1
1
Certification
Work History
Property and Casualty Insurance Agent
Farmers Insurance Agency
Santa Clarita
09.2022 - Current
- Developed and maintained relationships with clients to ensure customer satisfaction.
- Researched and analyzed insurance policies to determine risk factors for clients.
- Provided guidance on best practices for managing risks associated with property and casualty insurance.
- Negotiated contracts with insurers to secure the most competitive rates for clients.
- Assisted customers in selecting appropriate coverage levels based on their individual needs.
- Conducted periodic reviews of existing policies to ensure they meet changing client needs.
- Maintained accurate records of all transactions including client information, policy details, and payment history.
- Responded promptly to customer inquiries regarding coverage options, premium costs, claim status.
- Educated customers about various types of property and casualty insurance products available in the market.
- Advised clients on how to minimize losses through proper maintenance of their properties.
- Coordinated with other departments such as accounting, legal, or marketing when necessary.
- Prepared and delivered detailed policy proposals and quotes to potential clients.
- Collaborated with underwriters to assess risks and determine policy terms and premiums.
Inside Sales Manager
LEAF LABS
Valencia, CA
07.2022 - 09.2022
- Managed a team of 5 inside sales representatives, providing guidance, coaching and training.
- Analyzed customer data to identify potential opportunities for growth in new markets.
- Developed and implemented effective sales strategies to increase revenue.
Inside Sales Agent
Whitmor/Wirenetics
Valencia, California
04.2000 - 03.2022
- Delivered superior customer support to improve account retention rate.
- Consulted with customers to aid selection and purchase of products that met needs.
- Prospected via phone and internet to develop leads and drive revenue.
- Collaborated with team members to determine strategic sales approaches.
- Contacted new and existing customers to discuss product and service solutions.
- Developed sales opportunities by researching and identifying potential accounts.
- Maintained detailed account records and contact logs to facilitate sales process.
- Liaised between outside sales representatives and accounts to optimize customer service.
- Cultivated and strengthened customer relationships to drive revenue growth.
- Leveraged computer system to input customer orders and pricing information.
- Negotiated prices, terms of sale and service agreement to close transactions.
- Liaised between suppliers and customers to build and establish long-term business partnerships.
- Responded to customer inquiries quickly and professionally to maintain customer satisfaction.
- Worked in conjunction with outside sales representative to maintain and grow product sales.
- Drove value-added solution selling to maximize margins and gain market share.
- Monitored or followed-up on shipment dates to facilitate timely delivery.
- Cultivated account relationships by providing strategic service and support to customer base.
- Managed account data in CRM to communicate updates to stakeholders.
- Scheduled and attended virtual meetings with customers to close business deals.
- Investigated sales and service issues to provide successful resolutions.
- Developed and implemented effective sales strategies to increase revenue.
- Analyzed customer data to identify potential opportunities for growth in new markets.
- Managed a team of 5 inside sales representatives, providing guidance, coaching and training.
Shipping and Receiving Clerk
Whitmor/Wirenetics
Valencia, California
03.1993 - 04.2000
- Maintained inventory of shipping materials and supplies.
- Organized deliveries by sorting and stocking receivables
- Compared bills of lading against actual merchandise received, inspected for damaged goods and coordinated distribution to correct departments.
- Coached new staff preparing outgoing and receiving incoming shipments.
- Obtained required documentation to process shipments and support movement.
- Directed warehouse team in stocking merchandise, pulling orders and setting up loads.
- Logged inbound and outbound discrepancies for wrong products, incorrect quantities and damages.
- Prepared documentation to track and report on damaged or missing items.
- Checked customer orders, labeling and documentation prior to shipment to avoid delays.
- Rejected deliveries containing damaged items or shortages and corresponded with shipper to rectify issues.
- Operated forklifts, hand trucks, or other equipment to load, unload, transport and store goods.
- Unpacked and examined incoming shipments to confirm consistency with records and routed materials to appropriate department.
- Operated lift and hand trucks to transfer materials to and from target areas.
- Prepared packages, calculated postage and verified details for shipments.
- Worked with carrier representatives to handle shipping and delivery needs.
- Generated accurate work orders, bills of lading and shipping orders to manage accurate routing of materials.
Education
Some College (No Degree) - General Studies
College of The Canyons
Valencia, CAHigh School Diploma -
Antelope High School
Antelope, CA06.1988
Skills
- Cold Calling
- Exceptional Customer Service
- Analytical Thinking
- New Business Development
- Verbal and Written Communication
- Relationship Building
- Analytical Problem Solver
- Upselling and Cross-Selling
- Sales Presentations
- Solution Coordination
- Customer Service
- Email and Phone Etiquette
- Telephone Sales
- Microsoft Office
- Documentation and Reporting
- Cheerful and Energetic
- Data Entry
- Prospect Follow-Up
- Product Demonstrations and Presentations
Languages
English
Professional
Spanish
Professional
Certification
- Property and Casualty Insurance License
Timeline
Property and Casualty Insurance Agent
Farmers Insurance Agency
09.2022 - Current
Inside Sales Manager
LEAF LABS
07.2022 - 09.2022
Inside Sales Agent
Whitmor/Wirenetics
04.2000 - 03.2022
Shipping and Receiving Clerk
Whitmor/Wirenetics
03.1993 - 04.2000
Some College (No Degree) - General Studies
College of The Canyons
High School Diploma -
Antelope High School