Jaime Umanzor
Charlotte,NC
Summary
Driven sales professional skilled and organized at providing top-notch customer service, managing cash and processing orders. Adept at engaging with clients and capturing attention in various product offerings. Customer-oriented Supervisor with 4+ years of hands-on experience overseeing employee performance and offering knowledgeable guidance and support. Expert in Sales industry best practices and principles of employee management. Blends superb time management and organizational skills to drive group success. Energetic and enthusiastic with demonstrated success in fast-paced and deadline driven environments. Collects and analyzes data, provide cost-effective solutions and meet the needs of clients by recommending suitable insurance products to provide financial security. Experience monitoring, coordinating and allocating employee efforts to achieve organizational goals. Proven track record with continuous improvement, performance growth and schedule management.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Licensed Insurance Agent
GoHealth
Charlotte, NC
09.2024 - Current
- Maintained accurate records of client information including contact details and policy changes.
- Provided guidance and support to less experienced agents during onboarding process.
- Responded promptly to customer inquiries via phone calls or emails in a professional manner.
- Assessed customer needs and provided tailored solutions for their individual healthcare requirements.
- Generated reports related to sales figures, conversion rates, customer feedback.
- Tracked all premium payments received from customers and updated records accordingly.
- Developed and maintained relationships with clients to ensure customer satisfaction.
- Advised clients on the tax implications of their investments and purchases.
- Resolved customer issues in a timely manner while providing excellent customer service.
- Maintained records of client information, including policies and payment history.
- Prepared quotes for prospective customers based on their individual needs.
- Evaluated current financial situation of clients before recommending any policy changes.
General Store Manager
Stephanie's Mattress and Furniture
Charlotte , NC
06.2023 - 09.2024
- Developed and optimized store schedules to meet expected coverage demands and maintain optimal service levels.
- Met budget targets by controlling expenses and eliminating wasteful behaviors.
- Oversaw inventory management through cycle counts, audits and shrinkage control.
- Fostered healthy team environments to promote collaboration and boost productivity.
- Hired and trained employees for expansion store.
- Oversaw daily operations of store, including inventory and supply restocking, cash-handling and assisting customers.
- Managed inventory tracking and physical inventory counts to minimize loss.
- Trained and mentored associates to teach daily tasks and procedures.
- Delivered excellent customer service and adhered to standard practices to maximize sales and minimize shrinkage.
- Monitored employee performance and identified performance gaps for corrective action.
- Built customer confidence by actively listening to concerns and complaints and quickly resolving issues.
- Established store tactics and strategies to achieve operational performance and sales goals.
- Strengthened work flow productivity by hiring, managing and developing top talent.
- Identified operational issues and implemented appropriate process improvements to promote workplace safety and productivity.
Sales Agent
Medigap life
Charlotte, NC
08.2022 - 05.2023
- Engaged positively with each customer, providing professional and polite support for sales and service needs.
- Answered customer questions and responded quickly to problems and complaints in person, on phone and by email.
- Continuously met sales goals via strategic prospecting.
- Kept calm and applied strong problem-solving and interpersonal skills to resolve conflicts.
- Developed and maintained key relationships with consumers and businesses through effective communication strategies and interpersonal skills.
- Regularly met or exceeded established sales goals by implementing strategic closing techniques.
- Improved customer service feedback scores through outstanding service.
Licensed Field Underwriter
Family First Life
Charlotte, NC
11.2021 - 07.2022
- Analyzed risk and adhered to underwriting standards to drive risk selection and profitability.
- Conducted comprehensive analysis and evaluated risk to control underwriting loss.
- Negotiated coverage, policy pricing and service delivery during meetings with customers, agents or brokers.
- Utilized diverse data tools and processes to analyze, interpret and manage data.
- Negotiated policy terms and coverage to align with company directives.
- Identified and implemented opportunities to reduce costs for customers.
- Underwrote renewals by reviewing premium history, claims history and company financial condition to determine action.
- Determined level of acceptable risk by reviewing applications for coverage and loss control reports.
- Used data analytics and pricing tools to price policies and identify actionable insights for customers.
Insurance Broker/Team Lead/Performance Manager
Tranzact Insurance Solutions
Charlotte, NC
09.2016 - 10.2021
- Presented and clearly explained insurance policy options based on clients' needs and goals.
- Promoted client retention through high-quality service and follow through.
- Made appointments with potential clients to discuss products.
- Continuously met sales goals via strategic prospecting.
- Reviewed files, recordings and other documents to obtain information to respond to requests.
- Offered training and support to keep team members motivated and working toward objectives.
- Monitored team progress and enforced deadlines.
- Promoted to leadership position in recognition of strong work ethic and provided exceptional customer service.
- Reviewed completed work to verify consistency, quality and conformance.
- Conferred with other supervisors to coordinate operations and activities within or between departments.
- Completed daily quality assurance duties to provide feedback for improvements.
- Interviewed prospective clients to learn about financial needs and discuss existing coverage.
- Managed staff members, creating strategic plans, administering benefits and directing employee relations to promote optimal productivity.
- Trained and motivated agents to grow year-over-year (YOY) insurance sales from existing and new customers.
- Established departmental performance goals, set timeline targets for sales team and trained new employees.
- Demonstrated leadership by making improvements to work processes and helping to train others.
Shipping and Receiving Supervisor
Bakkavor USA
Charlotte, NC
06.2013 - 08.2016
- Packed, sealed or affixed postage to prepare materials for shipping.
- Inspected and recorded incoming and outgoing orders for count, damage and dates.
- Checked customer orders, labeling and documentation prior to shipment to avoid delays.
- Maintained inventory of shipping materials and supplies.
- Checked items to be shipped against work orders to confirm correct quantities, destination and routing.
- Managed department priorities and provided leadership for on-time delivery production
- Received, processed and restocked returns.
- Organized training for production staff to achieve performance objectives with quality instruction.
- Organized storage areas to maximize movement and minimize labor.
- Oversaw staff to prepare production cycles on time using specified requirements.
- Promoted safe working conditions by monitoring safety procedures and equipment.
- Checked loaded materials compared to work orders for correctness.
Education
Associate of Science - Science
Central Piedmont Community College
Charlotte, NC08.2015
High School Diploma -
Zebulon B Vance Highschool
Charlotte, NC06.2013
Skills
- Great Verbal and Written Communication
- Bilingual
- Team Building
- Organizational Skills
- Customer Service
- Team Management
- Reliable
- Trustworthy
- Work Ethic
- Post-Sales Support
- Sale Closing
- Identifying Customer Needs
- Lead Generation
- Records Management
- Verbal and Written Communication
Languages
English
Native/ Bilingual
Spanish
Native/ Bilingual
Certification
- Medicare Supplement License
- Health License
- Life License
- Licensed Tax Preparer
- 7+ Years of Sales Experience
- 4+ Years of Leadership Experience
Timeline
Licensed Insurance Agent
GoHealth
09.2024 - Current
General Store Manager
Stephanie's Mattress and Furniture
06.2023 - 09.2024
Sales Agent
Medigap life
08.2022 - 05.2023
Licensed Field Underwriter
Family First Life
11.2021 - 07.2022
Insurance Broker/Team Lead/Performance Manager
Tranzact Insurance Solutions
09.2016 - 10.2021
Shipping and Receiving Supervisor
Bakkavor USA
06.2013 - 08.2016
Associate of Science - Science
Central Piedmont Community College
High School Diploma -
Zebulon B Vance Highschool
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