Julissa Silguero
Dallas
Summary
Dedicated Account Manager promoting dynamic client management, issue resolution and relationship-building skills. Bilingual and effective at maximizing repeat business opportunities. Proven history of increasing revenue while bringing in new clients.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Account Manager
Krystal Smith -State Farm Insurance
Carrollton
09.2024 - Current
- Followed up on sales leads through outbound calling.
- Managed time effectively by scheduling daily call times based on peak hours or other factors.
- Enhanced productivity and customer service levels by anticipating needs and delivering outstanding support.
- Kept records of customer interactions or transactions, thoroughly recording details of inquiries.
- Gathered data on competitors' pricing, products, and promotional activities.
- Maintained accurate records of customer interactions and transactions.
- Answered customer inquiries regarding billings, payments, account status.
- Developed marketing strategies for product demonstrations.
- Generated ideas for innovative marketing campaigns.
Customer Service
Customer Service-Institution Solutions
11.2016 - 11.2023
- Provided an excellent customer service with insurance
- Answer inbound calls and process customer needs
- Create outgoing mail with documentation that customer need
- Process enrollments for insurance & file
- Process request such as cancellation, update beneficiary, etc.
- Help agents with Spanish speaking quotes, translating
- Data Entry
- Scan checks and distribute to correct account
- Process incoming mail and distribute to appropriate department.
Lead Management
Lead Management-Benefitmall
02.2016 - 11.2016
- Make outbound calls and set appointments for district managers.
- Receive leads, and make outbound calls and set-up appointments for District Managers
- I will get all data that the district managers will need to have a successful sale
- Email all the information to them and make sure they received and answer any questions they had regarding call
- Build report with customers
Telemarking and License Sales
Telemarking and License Sales-Balleza Insurance
07.2013 - 12.2015
- Responsible for providing good customer service and new quotes for clients.
- Call new leads and telemarketing, I will constantly call people to offer quotes
- Answer phone calls, I will transfer them over to the person they wanted to talk to. I will take messages in case person was on the phone and send an email regarding message.
- Resolve any clients concerns, clients will call regarding billing make changes on their policies, take payments.
- Provide new quotes to new clients and existing clients, will get all their information to provide quotes and call the client back and provided with the best quote for them as a trusted advisor. I will also cross sell to existing clients if they did not another line to get the multiply policy discount.
- Marketing. I will go out to dealerships, apartment complex, and mortgages company to leave business cards in case their customers needed insurance.
Education
Richland College
01.2014
High School -
Rowlett High School
01.2012
Skills
- Customer service
- Data entry
- Lead generation
- Relationship management
- Team collaboration
- Strategic planning
- Processing payments
- Cash handling
- Client relationship building
- Payment collecting
- Sales
- Multitasking capacity
Certification
P&C Licensed
Timeline
Account Manager
Krystal Smith -State Farm Insurance
09.2024 - Current
Customer Service
Customer Service-Institution Solutions
11.2016 - 11.2023
Lead Management
Lead Management-Benefitmall
02.2016 - 11.2016
Telemarking and License Sales
Telemarking and License Sales-Balleza Insurance
07.2013 - 12.2015
Richland College
High School -
Rowlett High School