Jacqueline Alaniz
Palmetto,FL
Summary
Bilingual in English and Spanish, with strong proficiency in Microsoft Word and Excel. Quick to learn new software, and adaptable to changing technologies. Dedicated to maximizing sales through strategic account management, and a systematic approach. Committed to consistency and building long-term, successful business relationships. Personable and customer-focused, with a genuine passion for helping others. Proven ability to work both independently and as a team, always striving to exceed goals, and deliver results.
Overview
19
19
years of professional experience
Work History
Customer Service Account Manager
Insurance Man and Company
Sarasota, Florida
06.2024 - Current
- Provided prompt, courteous service to customers, addressing insurance inquiries, and policy reviews.
- Assisted with payment processing, policy renewals, and expedited claims.
- Always looking for cross-sell opportunities.
Sales Account Manager
Allstate Insurance Company-RD Insurance Agency
Lakewood Ranch , FL
04.2023 - 06.2024
- Managed Castle Key Insurance condo non-renewals and prepared policy documents (proposals, renewals, cancellations, etc.).
- Addressed customer inquiries, explained coverage options, and identified cross-sell opportunities.
- Provided leadership and training for new agents on best practices and company policies.
- Coordinated with underwriters to secure binder coverage.
Sales Account Manager
Authority Insurance Agency
Lakewood Ranch , FL
04.2015 - 04.2023
- Sell Various types of insurance policies to business and individuals such as: General liability, homeowners, personal and commercial auto, umbrella, boat and flood policies. I would sell personal insurance the most, but would also quote commerical when agent wasn't available.
- Customize insurance program to suit individual customers, often covering a variety of risk.
- Ensure that policy requirement is fulfilled.
- Help client to obtain and provide information when claims are made.
- Contact underwriter and submit forms to obtain binders.
- Explain features, the disadvantage and advantages of the policy to promote the sale.
- Seek out clients and develop clientele by networking to find new customers and generate lists of prospective clients.
- Translate
Customer Service
Allstate Insurance- Patrick McDonald
Lakewood Ranch , FL
04.2007 - 04.2015
- Greeted customers and delivered prompt, courteous service to ensure a positive experience.
- Answered insurance-related questions and discussed product options tailored to individual customer needs.
- Responded efficiently to customer inquiries via phone and email, providing timely assistance.
- Facilitated premium payment processing, and handled policy renewals.
- Assisted customers with claims, helping to expedite the process when possible.
- Conducted policy reviews to ensure coverage met customer needs, and identified potential updates.
Education
2-20 General Lines License
Central Insurance School
Clearwater, FL05-2023
4-40 CSR License - Certified
Central Insurance School
Clearwater, FL03-2007
High School
St Johns High School
South Carolina 06-2003
Skills
- Communications
- Ability to work under pressure
- Decision making
- Time management
- Self-motivation
- Conflict Resolution
- Leadership
- Adaptability
- Teamwork
- Creativity
- Client Relationship Building
- Competitor Analysis
- Sales Tactics
- Upselling and Consultative Selling
- Pipeline Management
- Closing Deals
- Skilled Multi-Tasker
References
References available upon request.
Timeline
Customer Service Account Manager
Insurance Man and Company
06.2024 - Current
Sales Account Manager
Allstate Insurance Company-RD Insurance Agency
04.2023 - 06.2024
Sales Account Manager
Authority Insurance Agency
04.2015 - 04.2023
Customer Service
Allstate Insurance- Patrick McDonald
04.2007 - 04.2015
2-20 General Lines License
Central Insurance School
4-40 CSR License - Certified
Central Insurance School
High School
St Johns High School