Josafat Saldana-Soto
Tulsa
Summary
Licensed insurance professional with proven expertise in policy sales, client relationship management, and risk assessment. Skillful in navigating complex insurance products and regulations, ensuring clients receive optimal coverage. Strong focus on team collaboration, adaptability, and achieving measurable results in dynamic environments. Recognized for excellent communication, analytical thinking, and problem-solving abilities.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Licensed Insurance Agent
GENESIS AUTO INSURANCE
08.2022 - Current
- Educated clients on coverage options, policy details, and claims processes to enhance understanding and satisfaction.
- Developed customized insurance solutions for clients based on individual needs and risk assessments.
- Maintained up-to-date knowledge of industry regulations and compliance standards to ensure adherence in all transactions.
- Trained new agents on product offerings, sales techniques, and regulatory requirements to promote team effectiveness.
Supervisor
Capital One
09.2016 - 07.2021
- Led a team of 30 associates to meet their daily goals of de-escalating customer complaints.
- Assisted in completing monthly reports that were shown to, and presented to, higher leadership.
- Developed training programs to enhance team performance and efficiency.
- I was a top performer consistently throughout my time in the company.
- Oversaw daily operations and ensured compliance with regulatory standards.
- Led initiatives that enhanced customer satisfaction through improved service delivery.
- Mentored staff, fostering a culture of continuous improvement and collaboration.
Teller
Chase
09.2015 - 09.2016
- Processed customer transactions accurately and efficiently to enhance service quality.
- Assisted clients with account inquiries, providing clear information and solutions.
- Managed cash drawer, ensuring balanced transactions and adherence to security protocols.
- Educated customers on banking products, promoting financial literacy and service adoption.
Little Caesars Crew Member
Little Caesars
05.2013 - 08.2015
Education
High school diploma - Web developer
Will Rogers High School
Tulsa, OK05.2014
Skills
- Team management
- Proficient in Google Suite
- Sales expertise
- Proficient in Spanish
- Supervising Experience
- Flexible
- Banking
- Supervising experience
- Microsoft Office
- Microsoft Excel
- Customer service
- Microsoft Word
- Conflict Management
- Leadership
- Conflict management
- Time management
- Inside sales
- Social listening
- Insurance sales
- Bilingual
- Coachable
- Communication skills
- Conducting interviews
- Digital marketing
- Cold calling
- Risk assessment
- Customized solutions
- Client relationship management
- Professional networking
- Goal oriented approach
Accomplishments
- Achieved top seller through effectively helping with [Task].
Certification
- Property & Casualty License
- Insurance Producer License
- February 2022 to February 2025
Languages
English - Expert
Spanish - Fluent
Timeline
Licensed Insurance Agent
GENESIS AUTO INSURANCE
08.2022 - Current
Supervisor
Capital One
09.2016 - 07.2021
Teller
Chase
09.2015 - 09.2016
Little Caesars Crew Member
Little Caesars
05.2013 - 08.2015
High school diploma - Web developer
Will Rogers High School