Janelle Castillo
Houston,TX
Summary
Hardworking Account Manager with 5 years of experience working directly with clients to service accounts. Expert at communication and applying targeted salesmanship techniques to achieve sales goals. Successful at increasing revenue with new accounts while maintaining relationships with existing ones.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Insurance Sales Agent
Abm Insurance Agency
Houston, TX
09.2024 - Current
- Provided superior service to customers by quickly and courteously responding to requests, inquiries, suggestions and concerns.
- Set and achieved company defined sales goals.
- Negotiated prices, terms of sales and service agreements.
- Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
- Engaged with customers to build rapport and loyalty.
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
- Followed up promptly with interested clients to close sales.
- Sold auto, home, life, and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
Insurance Sales Agent
Abm Insurance Agency
Houston, TX
09.2024 - Current
- Sold auto, home, life, and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
- Calculated premiums and established payment methods for sales.
- Negotiated contracts with clients to establish best coverage with lowest cost.
- Provided comprehensive product knowledge and guidance to help clients on product selection.
- Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
- Generated quotes and proposals for clients to match individual needs.
Account Manager
Securance Corporation Agency
Houston , TX
11.2022 - 05.2024
- Built and maintained productive relationships with customers and internal partners.
- Developed successful customer relationships and quickly resolved service requests to increase sales.
- Oversaw multiple accounts and worked diligently to meet and exceed performance goals.
- Acted as main point of contact in matters relating to client concerns and needs.
- Renewed existing accounts by cementing trusting relationships with customers.
- De-escalated customer interactions by providing alternative tactics to solving problems and satisfying customer needs.
- Identified customer needs by asking questions and advising on best solutions.
Account Manager
AllState- Heart of Texas LLC
Humble , TX
08.2022 - 10.2022
- Generate new business from outbound calls, and prepare quotes for potential clients.
- Utilized a lead management call list to make outbound calls to gain new business.
- Engaged with multiple outbound leads a day while providing them with auto and property quotes in a timely manner.
Account Manager, Inside Sales
Acrisure
Spring , TX
02.2020 - 02.2022
- Maintain agency's existing relationships with clients by servicing policies, preparing quotes, and providing prompt and professional service.
- Meet monthly sales goals of $50K by obtaining new business in personal lines
- Develop and maintain relationships with clients, potential clients, and carrier representatives.
- Build relationships with new clients, and prepare detailed proposals to gain new business.
- Met monthly sales of $50K- 80% of the time in position, highest month in new business premium was $70K
- Service accounts related to billing, claims, policies, and endorsements.
- Market accounts to seek competitive terms, review, and prepare quotes.
- Responsible for issuing policies, logging activities, and following up for service issues.
- Prepare and guide customers through the application process, and bind coverage accurately.
- Cross-sell or account rounding, as needed, ensuring clients have appropriate coverage.
- Correspond with carriers to ensure clients' needs are met in a timely manner.
Account Associate
HUB International Insurance Services
Houston, TX
08.2019 - 12.2019
- Supported Producers and Account Managers with inside sales for high-net-worth clients by preparing quotes and proposals.
- Quoted New Business Personal Auto, Property, Valuable Items, Umbrella, Boat and Flood risks with high-end and middle-market carriers
- Review carrier underwriting guidelines to make sure risk fit, enter all appropriate information into carrier quoting system to generate quotes
- Ordered MVR’s, CLUE (loss history reports) in LexisNexis and other pertinent reports
- Obtained risk information through Public Data, HCAD, Zillow, HAR.com, Google Maps, etc.
- Scanned incoming mail, prepared outgoing mail and order supplies
- Updated Prospects and Client applications, as well as manage Client suspense/activities
Administrative Assistant
Independence Marketing Group
Houston, TX
04.2019 - 07.2019
- Supported FMO by facilitating support to agents and building close relationships with various major medical carriers, utilizing strong communication and organizational skills.
- Scheduled meetings and calendar details for events to grow agent productivity.
- Project management in several capacities, headed special events.
- Coordinated budget and facilitated marketing to gain sponsorship from various carriers.
- Communicated with agents to maintain good relationships and productivity.
- Assisting Sales Agents with contracting, processing applications, and customer service.
- Implemented process for contracting agents by creating documents and adopting the software for the company.
Director of Early Childhood Education
Elements Montessori
Spring , TX
06.2016 - 01.2019
- Managed daily operations of over one hundred children in a childcare environment and managed a team of over 30 employees.
- Instrumental in the center's opening in October 2016. Produced enrollment from 10 children to one hundred in one-year tenure. Grew team of 6 to over 30 employees.
- Managed and oversaw daily operations to provide excellent childcare and communication to families.
- Instrumental in the center's opening in October 2016. Produced enrollment from 10 children to one hundred in one-year tenure.
- Grew team of 6 to over 30 employees.
- Managed and oversaw daily operations to provide excellent child care and communication to families.
- Delegated duties to staff to ensure basic state requirements were met daily.
- Responsible for submitting payroll with various platforms: QuickBooks, ADP, and Payshere. Provided superb communication for potential families by giving tours of the facility.
- Supported the growing team with additional training and counsel to provide continuous knowledge.
- Spearheaded budgeting for daily operations and expenses.
- Created daily strategic staff scheduling to ensure quality care and education.
Instructional Aide and LEP Coordinator
Mangum Elementary
Houston , TX
08.2013 - 08.2015
- Oversaw department for bilingual and ESL children for school and coordinated with the district to provide state funding for services.
- Provided testing for children to determine eligibility for services and funding support from the state.
- Organized and maintained all student records for the duration of enrollment.
- Implemented continuous services to manage the progress of students' overall growth in the program.
- Maintained and organized all students' records in compliance with state regulations.
- Provided additional instruction and support to teachers and children in a classroom setting.
- Responsible for providing one-on-one instruction to students.
- Organized and led small group intervention for state testing tutorials.
Assistant Store Manager
Pandora Jewelry
Houston , TX
02.2011 - 12.2013
- Reviewed inventory and sales records to prepare reports for management and budget departments.
- Checked monthly sales and performance reports to support operational planning and strategic decision-making.
- Oversaw aspects of maintenance, inventory and daily activity management.
- Interviewed and vetted job applicants to make effective hiring decisions and fill vacancies with strong team members.
- Handled scheduling for store shifts to achieve adequate staffing.
- Answered customer questions and addressed problems and complaints in person and via phone.
- Assisted in continuous development of effective store associates to achieve desired sales and results.
- Completed frequent walk-throughs and directed team members to correct issues impacting store appearance or professionalism.
Education
Some College (No Degree) - Interdisciplinary Studies
Houston Baptist University
Houston, TXSome College (No Degree) - Interdisciplinary Studies
Angelina College
Lufkin, TXProfessional Communication -
Old Dominion University
Norfolk, VA 05.2025 - Current
Skills
- Needs analysis
- Data Analytics
- Campaign execution
- Complaint Management
- Advertising
- Lead Generation
- Account Management
Certification
- Personal General Lines Agent; Property and Casualty, Life, Accident, Health and HMO
SKILLS PROFICIENT IN
- ● Microsoft Word, Excel, PowerPoint, Publisher, Outlook, EPIC, Hawksoft Management System, QQ Catalyst ● Dropbox and Google Docs
Timeline
Professional Communication -
Old Dominion University
05.2025 - Current
Insurance Sales Agent
Abm Insurance Agency
09.2024 - Current
Insurance Sales Agent
Abm Insurance Agency
09.2024 - Current
Account Manager
Securance Corporation Agency
11.2022 - 05.2024
Account Manager
AllState- Heart of Texas LLC
08.2022 - 10.2022
Account Manager, Inside Sales
Acrisure
02.2020 - 02.2022
Account Associate
HUB International Insurance Services
08.2019 - 12.2019
Administrative Assistant
Independence Marketing Group
04.2019 - 07.2019
Director of Early Childhood Education
Elements Montessori
06.2016 - 01.2019
Instructional Aide and LEP Coordinator
Mangum Elementary
08.2013 - 08.2015
Assistant Store Manager
Pandora Jewelry
02.2011 - 12.2013
Some College (No Degree) - Interdisciplinary Studies
Houston Baptist University
Some College (No Degree) - Interdisciplinary Studies
Angelina College
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