Sales professional prepared for driving revenue and growth. Proven success in cultivating client relationships and closing deals. Effective team collaborator, adaptable, and focused on achieving results. Skilled in negotiation and communication.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Sales Agent
State Farm Insurance
01.2020 - 11.2025
Developed tailored insurance solutions to meet client needs and enhance customer satisfaction.
Conducted thorough policy reviews, ensuring compliance with industry regulations and best practices.
Mentored junior agents, fostering professional growth and improving overall team performance.
Leveraged CRM software to track leads, manage client interactions, and streamline sales processes.
Developed strong relationships with clients through excellent customer service and regular followups.
Underwriter
Pronto Insurance
01.2018 - 01.2020
Evaluated risk factors to determine appropriate coverage options for clients.
Developed underwriting guidelines to enhance decision-making processes and minimize errors.
Collaborated with agents to clarify information and expedite the underwriting process.
Analyzed financial documents and credit histories to assess applicant qualifications effectively.
Health Insurance Marketplace CSR
Maximus Health Services
01.2017 - 01.2018
Resolved customer inquiries efficiently using CRM software to enhance satisfaction and retention.
Collaborated with cross-functional teams to streamline service delivery processes and improve response times.
Trained new team members on customer service protocols and best practices for optimal performance.
Analyzed customer feedback to identify trends, driving continuous improvement initiatives in service quality.
Education
Associate of Arts - Business
Univeristy of Texas At Brownsville
Brownsville, TX
High School Diploma -
Porter High School
Brownsville, TX
06-2009
Skills
Policy evaluation
CRM software
Customer service
Licensed insurance agent
Product knowledge
Customer retention
Insurance policy expertise
Industry trends awareness
Agent support
Accomplishments
Successfully launched a brand new State Farm office.
Insurance Broker, Sales Agent & Field Underwriter at Hoffman Insurance GroupInsurance Broker, Sales Agent & Field Underwriter at Hoffman Insurance Group