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
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
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
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
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