JACQUELINE PENA
Rio Grande City
Summary
Experienced Licensed Insurance Agent with a proven track record of exceeding sales targets and delivering exceptional customer service. I am currently seeking a position in Inside Sales with an Insurance Company where I can use my bilingual communication skills combined with the use of technology to deliver an extraordinary customer experience.
Overview
8
8
years of professional experience
Work History
Account Manager, Inside Sales
Statefarm Insurance
Palmview
03.2025 - Current
- Built relationships with existing clients by providing exceptional service.
- Resolved customer complaints regarding sales and service.
- Enhanced sales volume through skilled support to both new and inactive clients.
- Identified cross-selling opportunities among existing customers.
- Processed applications and paperwork related to policy issuance or renewal.
- Developed a customer service strategy to ensure the highest level of satisfaction.
- Generated leads through cold calling, networking, referrals, and other marketing initiatives.
Sales Associate
Marshalls
Rio Grande City
12.2023 - Current
- Performed cashier duties such as accepting payments, issuing receipts and counting money back change.
- Upsold additional items based on customer interests and needs.
- Maintained up-to-date knowledge of store merchandise and policies.
- Processed returns, exchanges, and refunds in accordance with company policies.
- Handled customer complaints in a professional manner.
- Organized stockroom shelves according to size, color or style.
- Greeted customers and provided exceptional customer service.
LEAD SALES AGENT
DLG INSURANCE AGENCY
Katy
03.2021 - 02.2025
- Educate clients on coverage and make recommendations based on their insurance needs.
- Identify cross sell opportunities to increase Premium Volume and Policy Count for the Agency
- Present New Business Insurance Quotes, assist and service renewals of current agency book of business while answering questions about insurance coverages and potential rate increases.
- Evaluate current insurance policies and recommend additional coverage when needed i.e., low deductibles, replacement cost, roof age, and different split limits vs Combined Single Limits.
- Multiple CRM proficient (EzLynx, Agency Zoom, AMS360).
- Resolved customer complaints in a timely manner.
- Maintained accurate records of all sales transactions.
INTERNSHIP
DLG INSURANCE AGENCY
Katy
11.2020 - 03.2021
- Data entry for new business (gather info and prepare quote)
- Assisted GA in Production and follow up processes.
- Send email reminders to clients for their upcoming and/or missed payments.
- Marketing at Networking Events
- Worked collaboratively to support the team's energy, morale, and production.
- Attended daily team meetings in person and via zoom.
- Used Various systems to track, gather information, and follow up on cross sales.
SELLING ASSOCIATE
VICTORIA SECRET
02.2018 - 07.2020
- Welcomed, greeted, and engaged customers in a warm friendly manner.
- Worked in different departments as a brand ambassador by bringing my passion for people and beauty together to bring out the best in customers' affinity for Lingerie and other VS Products.
- Increased stores morale and sales by asking every customer every time(store motto) meeting goals of CC applications month over month
- Multiple Associate of the Month Reward Recipient
- Maintained Floor appearance in efforts to direct customers to all merchandising, in efforts to increase sales.
Education
HIGH SCHOOL EQUIVALENCY -
GED
MICROSOFT OFFICE 365 TECHNOLOGY -
CERTIFICATE OF PROFICIENCY
GENERAL LINES PROPERTY AND CASUALTY -
LICENSE # 2643763
Life Accident And Health License
Skills
- Proficient in Microsoft Office (Word, Excel, Outlook, PowerPoint, Publisher)
- Effective Verbal and written communication skills
- Fluent in English and Spanish
- Work in a fast paced, team-oriented environment
- Sales expertise
- Customer relationship management
- Goal oriented
- Customer service
Timeline
Account Manager, Inside Sales
Statefarm Insurance
03.2025 - Current
Sales Associate
Marshalls
12.2023 - Current
LEAD SALES AGENT
DLG INSURANCE AGENCY
03.2021 - 02.2025
INTERNSHIP
DLG INSURANCE AGENCY
11.2020 - 03.2021
SELLING ASSOCIATE
VICTORIA SECRET
02.2018 - 07.2020
Life Accident And Health License
HIGH SCHOOL EQUIVALENCY -
GED
MICROSOFT OFFICE 365 TECHNOLOGY -
CERTIFICATE OF PROFICIENCY
GENERAL LINES PROPERTY AND CASUALTY -
LICENSE # 2643763