Jamie Bernal
Frisco
Summary
Dynamic broker excelling in client relationship development, compliance management, and effective communication. Proven ability to enhance customer satisfaction and drive sales growth through personalized service and market research.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Broker
AIL (American Income Life)
Frisco, TX
07.2025 - 03.2026
- Developed client relationships through effective communication and personalized service.
- Assisted clients in understanding insurance products and coverage options.
- Facilitated smooth policy processing by managing documentation and compliance requirements.
- Conducted market research to identify potential leads and expand client base.
- Collaborated with team members to achieve sales goals and improve customer satisfaction.
- Provided ongoing support to clients, addressing inquiries and resolving issues promptly.
- Participated in training sessions to enhance product knowledge and sales techniques.
- Assisted clients in understanding insurance policies and coverage options.
- Conducted market research to identify competitive insurance products.
Sales Associate
EXO Strategies
Fort Worth, TX
03.2023 - 06.2025
- Conducted comprehensive assessments of customer energy needs to recommend optimal solar solutions.
- Educated potential clients on solar technology benefits and financial incentives.
- Developed tailored proposals highlighting cost savings and sustainability for prospective customers.
- Built strong relationships with clients through effective communication and follow-up strategies.
- Collaborated with installation teams to ensure smooth project execution and customer satisfaction.
- Utilized CRM software to track leads, manage sales pipeline, and maintain client information accuracy.
Operations Assistant
CCT
Grapevine, TX
05.2020 - 02.2023
- Streamlined daily operations to enhance workflow efficiency across departments.
- Coordinated scheduling and logistics for team meetings and project deadlines.
- Developed process documentation to improve consistency in operational tasks.
- Managed inventory tracking systems to optimize resource allocation and reduce waste.
Education
Business Administration And Management
The University of Texas At San Antonio
San Antonio, TXSkills
- Business growth
- Compliance requirements
- Workplace training
- Business relationship building
- Physical conditioning
- Exercise programs
- Off-the-ball movement
- Training programs
- Injury prevention
- Strength improvements
- Conditioning activities
Accomplishments
Played D1 football at utsa.
Certification
- CPT - Certified Personal Trainer
- issa
Timeline
Broker
AIL (American Income Life)
07.2025 - 03.2026
Sales Associate
EXO Strategies
03.2023 - 06.2025
Operations Assistant
CCT
05.2020 - 02.2023
Business Administration And Management
The University of Texas At San Antonio