JOSÉ SÁENZ TRASVINA
Topeka,KS
Summary
Dynamic insurance producer with a proven track record at Dwight Calhoun's Insurance Agency, excelling in client relationship management and risk assessment. Bilingual communicator skilled in cross-selling strategies, I foster strong connections that drive referrals and business growth, consistently enhancing customer satisfaction and trust in tailored insurance solutions.
Overview
2
2
Languages
21
21
years of professional experience
Work History
INSURANCE PRODUCER
PETER BELLUCCI INSURANCE AGENCY, INC.
Topeka, KS
08.2020 - Current
- Licensed in all lines of insurance in Kansas, Missouri, Iowa and Colorado. Engaged in remote work to enhance flexibility and productivity. Educated and advised customers on insurance needs while cross-selling relevant products. Joined The Greater Topeka Chamber of Commerce. Attended networking events to expand professional connections and enhance brand visibility. Cultivated customer relationships and developed centers of influence to drive referrals and business growth.
- Developed insurance solutions tailored to client needs and preferences.
- Managed client relationships through regular communication and follow-ups.
- Conducted risk assessments to determine appropriate coverage options.
UNIVERSAL BANKER
UMB BANK
Topeka, KS
08.2019 - 08.2020
- Opened new accounts, processed loan applications, conducted teller transactions to enhance customer engagement.
- Processed transactions accurately and efficiently at the teller window.
- Assisted customers with account inquiries and banking services.
- Educated clients on financial products and services available at UMB Bank.
LEAD PERSONAL BANKER
COREFIRST BANK & TRUST
Topeka, KS
09.2018 - 07.2019
- Assisted branch manager overseeing banking services, customer service, staff reviews, and coaching peers to achieve monthly sales goals. Interviewed customers and recommended products to enhance financial success, processed applications via phone and internet, and followed up with customers and other parties throughout loan process. Collaborated with loan processors to deliver high-quality customer service. Made referrals to mortgage and other departments.
- Managed client relationships and provided personalized banking solutions.
- Provided clients with guidance on available financial products and services to enhance their banking experience.
- Assisted customers with account opening and transaction processing.
TILE SETTER
SELF-EMPLOYED
Denver, CO
09.2017 - 09.2018
- Installed various types of tile in residential and commercial spaces.
- Prepared surfaces by cleaning, leveling, and smoothing areas for tile application.
- Mixed and applied adhesives to ensure secure tile placement.
- Remodeled residential properties, enhancing aesthetics and functionality while traveling abroad.
MORTGAGE LOAN ORIGINATOR
FIRSTBANK
Denver, CO
01.2015 - 09.2017
- Interviewed customers and made product recommendations, processed applications via phone and internet, and followed up with customers and stakeholders throughout the loan process. Work with Loan Coordinator, Loan Processor, and Underwriter to ensure high quality customer service and satisfaction during the entire loan process. Review appraisals, tax returns, credit reports. Gathered loan-related documentation and cross-sold bank products to enhance customer solutions.
- Processed mortgage applications and verified borrower information for compliance.
- Conducted thorough assessments of client financial profiles and credit histories.
- Collaborated with real estate agents to facilitate smooth transaction processes.
SALES ASSOCIATE
KAY JEWELERS
Topeka, KS
11.2013 - 11.2014
- Facilitated retail sales to increase product visibility and customer engagement. Achieved monthly sales targets and secured new accounts. Conducted daily inventories and managed deposits to ensure accurate stock levels.
- Processed sales transactions accurately using point-of-sale systems.
- Assisted customers with jewelry selection and product knowledge.
- Maintained visual merchandising standards to enhance store presentation.
AUTO SALESMAN
BRIGGS NISSAN SUBARU
Lawrence, KS
11.2012 - 11.2013
- Certified salesman for Nissan and Subaru. Increased sales through strategic outbound calling and marketing efforts within Spanish speaking community. Networked with local businesses to enhance community engagement.
- Provided exceptional customer service to ensure positive purchasing experiences.
- Assisted customers in selecting vehicles that matched their needs and preferences.
- Conducted thorough vehicle demonstrations to showcase features and benefits.
CARPET TECHNICIAN
BOB'S JANITORIAL
Topeka, KS
03.2012 - 11.2012
- Cleaned carpets using steam extraction and dry cleaning methods.
- Inspected carpets for stains, damage, and wear before treatment.
- Applied protective treatments to enhance carpet lifespan and appearance.
- Performed carpet cleaning and janitorial tasks for residential and commercial properties, ensuring cleanliness and customer satisfaction.
INSURANCE PRODUCER
DWIGHT CALHOUN'S INSURANCE AGENCY
Topeka, KS
09.2011 - 03.2012
- Assessed insurance needs and provided tailored policy recommendations to clients.
- Counseled clients on insurance needs and product options, enhancing client understanding of offerings. Supported marketing and networking efforts targeting Spanish speaking community, fostering agency relationships. Conducted door-to-door outreach to boost agency visibility and connect with potential clients.
- Developed client relationships through regular communication and personalized service.
- Coordinated policy renewals and ensured compliance with industry regulations.
DIRECT SALES INSURANCE AGENT
NATIONWIDE SALES SOLUTIONS, INC.
Des Moines, IA
07.2008 - 07.2011
- During tenure I held positions as Claims Processor, Claims Adjuster and Direct Sales Insurance Agent. Operated as a bilingual agent, facilitating clear communication with diverse clients. Reviewed customer claims and verified accuracy with third party companies, ensuring compliance with policy standards. Positions required interpersonal correspondence with policy holders, agents, field adjusters, and third-party agencies. Delivered quotes, confirmed eligibility, and issued insurance policies, enhancing customer satisfaction and trust. Property & Casualty licensed in 47 states.
- Developed customized insurance plans for diverse client needs.
- Conducted thorough risk assessments to identify coverage gaps.
- Provided exceptional customer service to build lasting client relationships.
PRODUCTION OPERATION TECHNICIAN
SAUER DANFOSS
Ames, IA
10.2005 - 02.2008
- Executed assembly line tasks, enhancing production efficiency. Assigned to Safety & Inspection Team for the production line. Facilitated communication between production line engineers and technicians, improving workflow. Conducted machinery maintenance and tracked inventory levels to ensure operational readiness.
- Operated machinery for assembly of hydraulic components and systems.
- Conducted routine inspections to ensure equipment met safety standards.
- Collaborated with engineers to troubleshoot production issues effectively.
Education
High School Diploma -
TOPEKA HIGH SCHOOL
01-2003
Skills
- Customer service excellence and sales expertise
- Bilingual communication skills
- Client relationship management
- Cross-selling techniques
- Insurance Needs Analysis and insurance knowledge
- Sales strategy development
- Active listening and problem solving
- Time management and prioritization
- Policy writing
- Insurance underwriting
- Team collaboration and networking
- Financial literacy
- Persuasive communication
- Problem solving
- Time management
- Team collaboration
- Relationship building
- Insurance compliance
- Customer relationship management
Languages
English
Professional
Spanish
Professional
Timeline
INSURANCE PRODUCER
PETER BELLUCCI INSURANCE AGENCY, INC.
08.2020 - Current
UNIVERSAL BANKER
UMB BANK
08.2019 - 08.2020
LEAD PERSONAL BANKER
COREFIRST BANK & TRUST
09.2018 - 07.2019
TILE SETTER
SELF-EMPLOYED
09.2017 - 09.2018
MORTGAGE LOAN ORIGINATOR
FIRSTBANK
01.2015 - 09.2017
SALES ASSOCIATE
KAY JEWELERS
11.2013 - 11.2014
AUTO SALESMAN
BRIGGS NISSAN SUBARU
11.2012 - 11.2013
CARPET TECHNICIAN
BOB'S JANITORIAL
03.2012 - 11.2012
INSURANCE PRODUCER
DWIGHT CALHOUN'S INSURANCE AGENCY
09.2011 - 03.2012
DIRECT SALES INSURANCE AGENT
NATIONWIDE SALES SOLUTIONS, INC.
07.2008 - 07.2011
PRODUCTION OPERATION TECHNICIAN
SAUER DANFOSS
10.2005 - 02.2008
High School Diploma -
TOPEKA HIGH SCHOOL