JASMIN VALADEZ
Crandall
Summary
Dynamic insurance agent with two years of diverse experience, demonstrating visionary leadership in customer service and strategic planning. Expertise in leveraging extensive knowledge of the insurance industry to optimize plan selection, resulting in enhanced client satisfaction and increased enrollment rates. Proven ability to pioneer innovative strategies that expand coverage options while consistently exceeding sales targets and fostering a culture of team excellence. Recognized for cultivating strong client relationships, driving revenue growth, and maintaining a results-oriented focus through effective collaboration and communication skills.
Overview
16
16
years of professional experience
Work History
Sales Agent
Go Health
04.2025 - Current
- Developed and maintained strong client relationships to drive sales growth.
- Analyzed market trends to identify new business opportunities and optimize strategies.
- Trained junior sales agents on product knowledge and effective sales techniques.
- Collaborated with marketing teams to enhance promotional campaigns and materials.
- Implemented CRM systems to streamline sales processes and track performance metrics.
- Explained features and advantages of the Medicare plans products or services to promote sales.
- Expanded client base by diligently prospecting new leads and effectively presenting product offerings.
- Boosted referral rates by cultivating positive relationships with satisfied customers who were eager to recommend our products/services to others.
- Achieved top performer status within the company due to consistent high sales numbers.
- Increased sales revenue by consistently meeting and exceeding sales targets.
- Improved overall customer satisfaction by promptly addressing concerns and providing tailored solutions.
- Enhanced product knowledge through continuous training and professional development opportunities.
- Served customers with knowledgeable, friendly support at every stage of shopping and purchasing.
- Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.
- Set and achieved company defined sales goals.
- Identified new business opportunities through cold calling, networking, marketing and prospective database leads.
- Contributed to team objectives in fast-paced environment.
- Achieved or exceeded company-defined sales quotas.
Insurance Agent
True Coverage
08.2023 - 04.2024
- Managed 200-300 daily inbound calls, significantly enhancing customer enrollment in medical plans.Expertly matched customers with medical plans, ensuring their needs were met and questions answered.Pioneered strategies for dental and vision plan enrollments, expanding coverage options for clients.Provided comprehensive plan explanations, boosting customer understanding and satisfaction.Leveraged ACA knowledge to optimize plan selection, enhancing client benefits and satisfaction.
- Scheduled meetings with prospective clients to discuss available products and services.
- Participated in continuing education courses to stay current on industry trends and changes in regulations.
- Provided customers with information regarding plan features, pricing, and availability.
Appointment setter
Dabella
06.2021 - 07.2023
- Led team to exceed sales targets by 20% through innovative strategies and dynamic leadership.Exceeded monthly sales goals by 20%, securing 150+ confirmed appointments through effective communication.Managed 200-400 daily calls, ensuring accurate customer data and compliance with disclosure requirements.Implemented strategies that improved the team's pitch rate to over 65%, enhancing overall sales performance.Aided in the development of the confirmation department, boosting efficiency in appointment scheduling and verification.Optimized call strategies to maintain a fast-paced work environment, leading to a high volume of next-day appointments.
Store Manager
Family Dollar
10.2009 - 05.2021
- As a manager, I feel I'm part of a culture that values performance,and innovation.Also, I have a competitive side when it comes to meeting sales goals.I feel like other people look at me as an inspiration.I'm very happy and upbeat.As a store manager, I'm responsible for the overall performance of the store's business.In the role of the store manager, I have to be the coach,cheerleader, and entrepreneur.
- Organized promotional events to increase product awareness.
- Managed daily banking activities such as deposits and withdrawals.
- Recruited, trained and supervised new employees.
- Implemented efficient systems for tracking stock movement.
- Conducted daily store operations, including opening and closing procedures and cash handling.
- Prepared monthly reports on sales figures, expenses, profits.
- Assessed operational efficiency of the store's departments.
- Established customer service standards and monitored staff compliance.
- Updated POS system with new products and promotional offers.
- Maintained accurate records of employee performance reviews.
- Developed strategies to maximize sales and profitability.
- Ensured compliance with safety regulations and company policies.
- Monitored inventory levels and placed orders to restock shelves.
- Developed relationships with suppliers to negotiate better prices.
- Planned special promotions or discounts based on market trends.
- Performed regular price checks to ensure competitive pricing.
- Exceeded team goals and resolved issues by sharing and implementing customer service initiatives.
- Balanced sales, reconciled cash and made bank deposits to facilitate opening and closing duties.
- Built customer confidence by actively listening to concerns and complaints and quickly resolving issues.
- Delivered excellent customer service and adhered to standard practices to maximize sales and minimize shrinkage.
- Managed inventory tracking and physical inventory counts to minimize loss.
- Preserved product quality by maintaining stockrooms and disposing of damaged items.
- Showcased and built visually appealing displays and signs to encourage customers to buy specific products.
- Completed thorough opening, closing, and shift change functions to maintain operational standards each day.
- Prepared weekly schedules to verify proper floor coverage within fiscal guidelines.
- Updated and maintained store signage and displays.
- Strengthened work flow productivity by hiring, managing and developing top talent.
- Monitored inventory levels and placed new orders for merchandise to keep supply well-stocked.
- Created effective business plans to focus strategic decisions on long-term objectives.
- Directed or coordinated financial or budget activities to fund operations and maximize investments.
General Manager
Tittle Max
01.2017 - 01.2019
- Established and maintained effective communication with staff members to ensure efficient operations.
- Ensured compliance with applicable laws, regulations, and industry standards regarding operations management.
- Developed and implemented operational strategies to improve efficiency, reduce costs, and maximize customer satisfaction.
- Created a positive work environment by developing team-building activities that encouraged collaboration among departments.
- Prepared detailed reports for senior leadership outlining key performance metrics related to operational success.
- Resolved customer complaints quickly, while maintaining high-quality standards of service delivery.
- Implemented employee recognition programs to motivate staff members towards achieving organizational goals.
- Analyzed existing processes for effectiveness and developed new systems as needed to enhance overall productivity levels.
- Assisted in the recruitment process by interviewing potential candidates for open positions.
- Managed all aspects of daily business operations including budgeting, staffing, scheduling, inventory control, customer service, and sales.
- Performed routine audits of internal controls in order to maintain the accuracy of financial records.
- Supervised employees through planning, assignments, and direction.
- Trained employees on duties, policies and procedures.
- Recruited, interviewed and hired qualified staff for open positions.
- Built and maintained loyal, long-term customer relationships through effective account management.
- Created schedules and monitored payroll to remain within budget.
- Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
- Formed and sustained strategic relationships with clients. Make sure collection calls are done promptly, from 30, 60, and 90 days.
Education
High School Diploma -
Samuel High school
Dallas, TX05.2008
Skills
- Customer service
- Create an environment focused on the customer experience
- Ensure that each team member is knowledgeable about the retail lifestyle
- Be inventive and create additional business opportunities by ensuring that team members focus on building their best customer service
- Embrace local community groups
- Accountable
- Providing answers to questions
- Proposed solutions
- Integrating our role as a global economic player
- Collaborative
- Succeeding together
- Working together
- Sharing information
- Trusting each other
- Caring
- Respecting our people
- Caring for customers
- Diversity
- Lead Development
- Customer follow-up
- Policy Renewals
- CRM Software
- Account Management
- Policy Knowledge
- Policy writing
- Client relations
- Customer assistance
- Sales training
- Technical support
Additional Information
I became one of the team leads faster than other co-workers due to my ability to be able to perform in a fast-paced company and build rapport with the customers. I was leading a team of 10 people. We had to schedule an average of 100 applications per week as a team.
Personal Information
Age: 36
Languages
Spanish
Native or Bilingual
Timeline
Sales Agent
Go Health
04.2025 - Current
Insurance Agent
True Coverage
08.2023 - 04.2024
Appointment setter
Dabella
06.2021 - 07.2023
General Manager
Tittle Max
01.2017 - 01.2019
Store Manager
Family Dollar
10.2009 - 05.2021
High School Diploma -
Samuel High school