Juan Morales
Mansfield,TX
Summary
Dynamic Account Manager with proven success in enhancing customer satisfaction through exceptional service and tailored insurance solutions. Adept at problem-solving and effective communication, ensuring timely client engagement and retention.
Overview
2
2
Languages
1
1
Certification
13
13
years of professional experience
Work History
Account Manager
State Farm
Arlington, TX
09.2024 - Current
- Strengthened client relationships through exceptional customer service tailored to individual needs.
- Assisted clients with insurance inquiries by evaluating coverage and suggesting appropriate policies.
- Offered comprehensive service for auto, home, renters, life, and health insurance products.
- Managed lead follow-up communications across multiple channels to ensure timely client engagement.
- Coordinated customer appointments to assess needs and present tailored policy options.
- Processed policy changes, payments, and requests accurately and promptly to enhance client satisfaction.
- Mentored new staff in account processing techniques and customer service standards.
Delivery Driver
WIFT, LLC
Mansfield, TX
10.2023 - 09.2024
- Delivered Amazon packages to customers and lockers, ensuring timely and accurate delivery.
- Loaded and unloaded packages up to 50 lbs, using handheld devices for efficient routing.
- Operated vans or electric vehicles safely under varying weather conditions.
- Conducted safety inspections of vehicles to maintain compliance with performance standards and enhance safety.
Sales Representative
Farmers Insurance
Saginaw, TX
04.2023 - 10.2023
- Developed and followed up on leads through in-person meetings, phone calls, and emails, resulting in increased client engagement.
- Sold insurance policies, including auto, home, renters, life, and health.
- Delivered prompt and professional customer service, contributing to enhanced customer satisfaction and retention.
- Responded to inquiries regarding insurance availability, eligibility, policy changes, and billing issues.
- Managed correspondence and phone communications, ensuring seamless office operations and effective client interactions.
Account Manager
State Farm
Fort Worth, TX
01.2019 - 03.2023
- Built strong customer relationships through prompt, accurate, and professional support.
- Conducted follow-up meetings with customers to improve service delivery and increase retention.
- Sold insurance policies including auto, home, renters, life, and health to diverse clients.
- Developed leads and scheduled appointments to assess customer needs via in-person or digital communication.
- Trained new employees on account processing procedures to ensure operational consistency.
- Managed office responsibilities, ensuring efficient correspondence and phone call handling.
Supervisor
National Lighting
Tampa, FL
08.2016 - 12.2018
- Supervised team to enforce safety protocols, ensuring compliance and workplace safety.
- Conducted daily meetings to review tasks and progress, fostering team alignment and accountability.
- Maintained communication with clients, vendors, and company leadership to provide timely status updates.
- Installed light panels and rewired electrical networks to enhance facility operations.
Installer
Duenas Countertops & Custom Cabinets
Ferris, TX
06.2016 - 08.2016
- Coordinated material pickup and delivery for crews on local and statewide projects.
- Supported warehouse associates with production tasks to improve workflow.
- Installed cabinets for both residential and commercial clients.
- Learned various warehouse operations to support team efficiency. to enhance team versatility.
Sales Manager
WesternWear
Grand Prairie, TX
09.2013 - 06.2016
- Trained new team members while leading sales efforts for products.
- Managed inventory by organizing merchandise, improving stock accessibility and sales support.
- Oversaw all correspondence and phone communications, streamlining operations and enhancing customer interactions.
- Tracked and submitted timesheets, ensuring payroll accuracy and timely processing for employees.
Education
High School Diploma -
Red Oak High School
Red Oak, TX06-2016
Skills
- Bilingual English/Spanish professional
- Microsoft Office: Excel, Word, PowerPoint, and Outlook
- Adobe CC Photoshop, Lightroom and Illustrator for Mac and PC
- customer service
- sales
- 10-key by touch, type 45 wpm
- computer data entry
Languages
English
Professional
Spanish
Professional
Certification
- Health and Life License
- Property and Casualty License
Timeline
Account Manager
State Farm
09.2024 - Current
Delivery Driver
WIFT, LLC
10.2023 - 09.2024
Sales Representative
Farmers Insurance
04.2023 - 10.2023
Account Manager
State Farm
01.2019 - 03.2023
Supervisor
National Lighting
08.2016 - 12.2018
Installer
Duenas Countertops & Custom Cabinets
06.2016 - 08.2016
Sales Manager
WesternWear
09.2013 - 06.2016
High School Diploma -
Red Oak High School