Jane Fonseca
San Antonio,TX
Summary
Proven leader in sales and service, excelling at USAA with a track record of surpassing goals with a 97% compliance rate. Expert in securities and property insurance, leveraging strong communication skills and sales management to drive process improvements and team success. Certified in Securities Industry Essentials, and
Property and Casualty Insurance embodying innovation and efficiency.
Overview
6
6
years of professional experience
Work History
Sales and Service Specialist
USAA
San Antonio, TX
06.2024 - Current
- Use consultative sales techniques to overcome objections during sales presentations.
- Point of contact to facilitate team meetings regarding strategies for increasing sales revenue and performance, and to transcribe and document meetings.
- Offer ongoing support to members after sales by answering additional questions, and resolving issues.
- Onboard prospective members and answer inquiries regarding product features, pricing, and availability.
- Fosters a culture of continuous improvement, encouraging innovation, and efficiency for the team and district.
- Identifies training needs, delivers relevant materials to ensure team members have the appropriate skills and knowledge to perform their roles effectively.
- Tracks individual performance metrics against established targets, and consistently exceeds expected goals.
Client Services Representative
Capital Group
San Antonio, USA
06.2023 - 06.2024
- Point of contact for high-volume, inbound phone calls from shareholders, financial professionals, and internal colleagues.
- Support clients while making significant financial decisions, and relay complex information about mutual funds and financial service regulations.
- Built trust by learning new concepts, researching information in real time, and providing needed solutions to ensure ultimate client satisfaction.
Account Manager
JP Morgan Chase
San Antonio, USA
07.2022 - 12.2022
- Trained to be a point of contact for cross product support with appropriate stakeholders
- Analyze and monitor broad economic factors and day-to day chart patterns that impact financial markets
- Researching relevant data and measurable effects in the financial market to ensure best success of client portfolios
Specialized Account Manager
USAA
San Antonio, USA
08.2018 - 07.2022
- Managed upwards of 100 members Wind and Hail Insurance coverage in high-risk coastal areas on a weekly basis
- Liaison between members and third-party carriers to ensure state specific criteria is met resulting in accepted insurance coverage
- Consistently met or exceeded monthly compliance, technical, and sales goals
- Metrics exceeded expectations of 97% Compliance, 91% Technical, 40% New Relationship applications completed, 87% Adherence
Member Solutions Specialist
USAA
San Antonio, USA
08.2018 - 07.2022
- Accurately underwrote multiple state specific Auto insurance coverage contracts to ensure new and renewed policies met state reform requirements
- Processed back-office fulfillment requests, confirmed accurate submission of rejection forms, and processed total loss claims documentation
- Frontline underwriter for Property, Umbrella and Auto insurance while providing excellent customer service experiences
- Metrics exceeded expectations of 95% Compliance, 85% Technical, 40% Offers extended of opportunities available, 8% New Relationship applications completed, 85% Adherence
Education
High School Diploma -
Robert E Lee
San Antonio05-2009
Skills
- Securities Industry Essentials certification
- Property and Casualty Insurance licensed
- Microsoft Office Products
- Google Workspace
- Sales presentations
- Sales management
- Process improvements
- Team leadership
- Strong communication and interpersonal skills
Projects
Michigan Underwriting Reform, Implemented new no-fault auto insurance reform legislation to provide lower rates for Michigan drivers, protect insurance coverage options, and strengthen consumer protections., Reviewed insurers new requirements to provide the applicant/named insured the liability options available., Provided the applicant/named insured a price for each option and offered the applicant/named insured the options and BI Selection form., Advised whether the company could take on the risk, and accommodate the desired level of insurance coverage requested by members., Educated members of new requirements, and created a business plan and processes for Member Specialists to follow once fully trained on new reform.
Timeline
Sales and Service Specialist
USAA
06.2024 - Current
Client Services Representative
Capital Group
06.2023 - 06.2024
Account Manager
JP Morgan Chase
07.2022 - 12.2022
Specialized Account Manager
USAA
08.2018 - 07.2022
Member Solutions Specialist
USAA
08.2018 - 07.2022
High School Diploma -
Robert E Lee
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