James Velazquez
Holiday,FL
Summary
Highly organized, results-driven, and client-focused sales and customer services professional with purchasing experience, seeking a challenging and rewarding position that will utilize my consultative sales and team-building skills, expand client relationships and implement company initiatives
Overview
9
9
years of professional experience
Work History
Sales & Purchasing Manager
Classic Auto Air/ Original Air
01.2020 - 05.2024
- Proven track record of success in effectively managing B2B sales operations, cultivating relationships with diverse clientele ranging from walk-in customers to international dealers
- Adept at overseeing vendor relationships, negotiating contracts, and strategically sourcing parts and products to optimize cost savings for the organization
- Known for exceptional communication skills and ability to thrive in fast-paced environments while delivering exemplary customer service and driving revenue growth.
Inside Insurance Sales agent
Health plan one
11.2018 - 01.2020
- Maintained an average of 200 dials per day
- Worked with more than 10 different insurance carriers in over 28 different states
- Was also required to service clients post enrollment to ensure the sales experience was satisfactory and their insurance needs were met
- Maintained an average of 45 medicare sales per month along with having consistently compliant call audits
- Adhered to all performance metrics including conversion percentages, sales per hour, call time and minimum annual premiums.
Inside insurance sales agent - team lead
Healthplan Services/Wipro
09.2015 - 09.2018
- (Sales, billing, enrollments, processing, onboarding and training.) Was responsible for assisting insurance brokers and customers, nationwide, with any and all needs along with the onboarding of new insurance clients and training new employees on the products and processes of these new carriers
- Consistently met or exceeded all quality scores and goals
- Assisted several different departments including off site sales, claims and corporate inquiries.
Education
High School Diploma -
East Bay High School
Gibsonton, FL2005
Skills
- Platinum rule customer services
- Defusing and Escalation Skills
- Team building
- Collaboration
- Consultative sales
- Cross and Up-Selling Skills
- Closing techniques
- Financial acumen
- Strategic planning
- Innovative solutions
- Client and Account Management
- Compliance and Regulation
- Microsoft Office Suite: Word, Excel and powerpoint
- Other software: Salesforce, Quickbooks, Ontario Systems, Go-To-Meeting, Blue Jeans
- Licensed Insurance Agent, 2-15 Life, Heath and Annuity – Florida
Personal Information
Title: Sales and Customer Services
Timeline
Sales & Purchasing Manager
Classic Auto Air/ Original Air
01.2020 - 05.2024
Inside Insurance Sales agent
Health plan one
11.2018 - 01.2020
Inside insurance sales agent - team lead
Healthplan Services/Wipro
09.2015 - 09.2018
High School Diploma -
East Bay High School
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