Joanna Sanchez
Gonzales,TX
Summary
Highly motivated professional with over 10 years of diverse administrative, marketing, and sales experience. Independent self-starter and collaborative team player with excellent bilingual communication skills.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Personal Lines Insurance Agent
Gonzales, TX
02.2019 - Current
- Evaluate existing policies to make recommendations and enhancements to promote and pivot insurance products and coverages based on 'needs' analysis
- Build strong relationships with clients through attentive service and prompt responses to inquiries to boost client retention rate
- Manage and maintain 50% of insurance agency's total personal lines customer account database
- Analyze over 10+ insurance company guidelines to ensure policy requirements are fulfilled, and continuously keep up to date with company and industry trends, practices, and procedures in personal lines products
- Document sales, rewrites, quote logs, and monthly reports for purpose of business forecasting and determining pipeline opportunities
- Routinely trains and meets with company territory sales leaders to discuss sales opportunities and review company policies and regulations
Administrative Assistant (PT)
Wild Hare Trucking, LLC
Gonzales, TX
01.2017 - Current
- Execute record filing system to improve document organization and management
- Provide administrative support such manage calendars, scheduling meetings, and prepare crucial documents in a timely manner
- Maintain office/yard supplies inventory and place orders when necessary ensuring accurate documentation of spending for budgeting purposes
- Create job descriptions and manage company jobs/sale ads online and screened applications to identify qualified candidates
- Assist with financial tasks such as prepare and review invoicing, billing, and expense tracking
- Process and verify company payments and invoices
Multi-Line Insurance Agent
State Farm Agency
Gonzales, TX
10.2012 - 12.2018
- Marketed an array of insurance and financial services to individuals and businesses
- Increased customer satisfaction by providing personalized insurance solutions and identify potential risks tailored to individual needs
- Prospected for new business from referrals, networking, lead database, cold-calling, and cross-selling to reach sales targets
- Reviewed analysis of competition and market trends, identified areas for growth, and implemented strategies to increase sales and enhance market trends
- Assisted with training and mentoring newly hired employees joining the agency
- Attended and helped organize local successful social events that promoted insurance products and customer appreciation
Regional Account Executive & Marketing Assistant
SHIRA ESTHETICS INC
Kenilworth, NJ
03.2007 - 07.2011
- Built and strengthened relationships with new and existing accounts to drive revenue growth and ensure long-term loyalty
- Presented and proposed new skin care products to meet sales targets and increased regional sales by demonstrating compelling and persuasive sales pitches
- Actively contributed in design and development of successful marketing materials such as; DVDs, POP counter displays, trade show floor plans, and print ads to strategically improve business and boost market share
- Implemented and executed high-impact direct marketing and social media marketing campaigns such as company email newsletters, product launches, and event promotions in proficient and timely manner
- Collaborated with R&D Team for new and innovative products during development stages and effectively identified emerging market trends
- Coordinated 6-10 esthetic and beauty trade shows annually for US market ensuring effective representation at industry events to generate customer leads and increase brand visibility
- Assisted supply chain supervisor in managing import/export processes to ensure trade compliance was achieved
- Performed shipping transactions with UPS WorldShip system using QuickBooks database and assist with other logistics tasks to meet company and customer quality expectations
Account Executive
SHIRA ESTHETICS INC
Kenilworth, NJ
01.2005 - 01.2007
- Utilized strong communication skills to establish new accounts and maintained key relationships with high profile clients such as top-rated spas, physicians, and medical spas in North New Jersey and New York regions
- Successfully managed 40% of company's total customer database showcasing strong relationship-building skills
- Generated new business opportunities through magazine advertisement, trade-show networking, company leads, and cold calling
- Supervised company's administrative support and provided leadership and direction to sales and administrative staff
- Maintained up-to-date knowledge on product offerings, ensuring accurate representation during sales presentations and product knowledge training
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas
Education
Bachelor's degree - Marketing
St Thomas Aquinas College
Sparkill, NY05.2005
Skills
- Bilingual
- Organizational skills
- Communication skills
- Customer service
- Microsoft Office
- Marketing strategies
- Interpersonal skills
- Computer skills
Certification
- Property and Casualty License, 02/01/13, 05/01/25
- Life & Health Insurance License, 02/01/13, 05/01/25
Languages
Spanish
Timeline
Personal Lines Insurance Agent
Gonzales, TX
02.2019 - Current
Administrative Assistant (PT)
Wild Hare Trucking, LLC
01.2017 - Current
Multi-Line Insurance Agent
State Farm Agency
10.2012 - 12.2018
Regional Account Executive & Marketing Assistant
SHIRA ESTHETICS INC
03.2007 - 07.2011
Account Executive
SHIRA ESTHETICS INC
01.2005 - 01.2007
Bachelor's degree - Marketing
St Thomas Aquinas College