JALEN SMITH
San Antonio,TX
Summary
Customer-oriented sales professional with several years of experience building relationships, cultivating partnerships and growing profit channels. Strategic-thinking leader with expertise in expanding network connections, persuasively introducing products, territory development, and revealing customer needs to deliver solutions.
Overview
6
6
years of professional experience
Work History
Licensed Insurance Sales Professional
USAA
San Antonio, Texas
01.2025 - Current
- Processed applications for new insurance policies and provided policy documents to customers.
- Managed a portfolio of existing clients and identified opportunities for upselling products or services.
- Conducted research to identify competitive rates and benefits offered by other providers.
Fraud Analyst
Conduent
San Antonio, Texas
04.2024 - 01.2025
- Identified patterns of suspicious activity across multiple accounts or transactions.
- Reviewed customer accounts for evidence of fraudulent activity.
- Investigated potential fraud cases, collected evidence, and reported findings to management.
Medical Appointment Scheduler
Saferide
San Antonio, TX
04.2022 - 04.2024
- Answered phone calls and answered questions from customers via Zoom, email, or by phone
- Scheduled and confirmed appointments for members
- Assisted customers with setting appointments, special transportation requests, and arranging transportation pick-up through medical insurance
Sales Representative
Taskus
New Braunfels, TX
09.2020 - 04.2022
- Managed inbound and outbound calls to respond to inquiries and resolve concerns
- Upsold additional items based on customer interests and needs.
- Answered inquiries from prospective customers regarding features of products and services offered.
- Developed and maintained relationships with existing clients to ensure customer satisfaction.
Sales Representative
Ibex
New Braunfels, TX
05.2019 - 09.2020
- Produced sales documents, finalized deals and filed records.
- Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
- Provided excellent customer service to clients in person and over the phone.
Education
High School Diploma -
Byron C Steele
Skills
- Inbound Customer Calls
- Answering Questions
- Understanding Customer Needs
- Calm and Professional Under Pressure
- Appointment Scheduling
- Product Knowledge
- High-energy attitude
- Professional telephone demeanor
- Telephone and email etiquette
- Upselling
- Listening skills
- Customer follow-up
Timeline
Licensed Insurance Sales Professional
USAA
01.2025 - Current
Fraud Analyst
Conduent
04.2024 - 01.2025
Medical Appointment Scheduler
Saferide
04.2022 - 04.2024
Sales Representative
Taskus
09.2020 - 04.2022
Sales Representative
Ibex
05.2019 - 09.2020
High School Diploma -
Byron C Steele