Kassandra Rivera
San Antonio
Summary
Dynamic Insurance Sales Professional with a proven track record at USAA, excelling in sales strategy and risk assessment. Recognized for winning the Oct/Nov 2025 Sales Contest, I leverage CRM software to enhance customer relationships and drive significant revenue growth while fostering a positive team environment.
Overview
5
5
years of professional experience
Work History
Insurance Sales Professional
USAA
San Antonio
08.2022 - Current
- Expertise in sales and service across Auto, Home, Rental Property, Valuables, and Umbrella insurance
- Sustain necessary Property & Casualty (P&C) licenses and state registrations.
- Improve member relations by managing phone communications, email correspondence, and additional member inquiries.
- Utilize developing knowledge of personal lines insurance to assist members with foundational to moderately complex quotes, binding new business, rating, policy, billing, payment, underwriting, contract and coverage provisions, and premium changes for insurance products and services.
- Identify, assess, track, and mitigate risks related to business activities in alignment with risk and compliance policies and procedures.
- Effectively manage contact center operations while navigating various systems and programs to ensure engaging member interactions across multiple channels.
- Utilized CRM software to manage client interactions and track sales progress.
- POC roles at USAA serve where I organized a team volunteer event with the local community, recognition where I would be responsible for sending communication to the team to celebrate each other for birthdays, anniversaries, or other milestone moments, and the newest POC role, Orange Frog, where I uphold the orange frog theory and keep the team in a positive mindset.
Lead Sales Associate
Ulta Salon, Cosmetic & Fragrance Inc.
San Antonio
06.2021 - 08.2022
- As a Lead Sales Associate, I managed the execution of daily procedures and performance goals for 15+ cashiers.
- I conducted daily progress reports, where I identified areas of opportunity for each sales associate in guest loyalty retention, guest data collection and company credit card sign ups to consistently meet & increased profit margins.
- Awarded Top 50 employee in regional district during Q2 2021 for highest ranking in value promotion of loyalty credit cards, most approved CC and highest customer data capture.
- Ensured team has up-to-date knowledge of daily goals, current promotions & deals, best-selling products, and new brand launches.
- Promoted brand and/or product focused events with sales objectives ranging between $3k-$10k in sales per brand/product.
- Monitored hourly progress of guest transaction, ensuring the average goal of $60+ per customer transaction, to meet daily goals of $25k -$30k in sales revenue.
- Trained in product knowledge, guest experience practices and sales increase tactics.
Beauty Associate
Ulta Salon and Cosmetics
San Antonio
11.2020 - 06.2021
- Utilized empathic approaches to resolve guest complaints, boosting customer retention rates.
- Maintained current knowledge of product offerings to drive sales effectively.
- Reduced product returns by addressing dissatisfaction issues promptly.
- Achieved 90% daily guest loyalty signups, surpassing company expectations of 80%.
- Captured over 95% of guest data, exceeding expectations of 90%.
Skills
- Winner of Oct/Nov 2025 Sales Contest
- Sales strategy
- Risk assessment
- Policy underwriting
- CRM software
- Property and casualty licensing
- Customer relationship management
Timeline
Insurance Sales Professional
USAA
08.2022 - Current
Lead Sales Associate
Ulta Salon, Cosmetic & Fragrance Inc.
06.2021 - 08.2022
Beauty Associate
Ulta Salon and Cosmetics
11.2020 - 06.2021