Lesly Garcia
Miami,FL
Summary
Result-driven insurance professional with over 12 years of progressive experience in sales, customer service, and team leadership. Hold a Bachelor's degree in Business Management, along with a 220 and a 215 insurance license. Proven career growth from Customer Service Representative to Sales Representative and now Sales Manager, demonstrating a strong ability to lead by example and deliver consistent performance. Skilled in driving revenue, exceeding sales targets, and coaching a high-performing team. Adept at strategic planning, cross-selling, and fostering long-term client relationships. Known for turning challenges into growth opportunities through innovation, adaptability, and collaborative leadership.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Sales Account Manager
State Farm / Steve Myers
Miami, FL
08.2016 - Current
- Managed accounts to ensure customer satisfaction and account retention.
- Successfully closed a wide range of financial products, including life insurance, health insurance supplement products, and auto policies, including commercial autos, consistently meeting or exceeding monthly sales targets.
- Sold and cross-promoted bank products such as vehicle loans, credit cards, checking, and savings accounts.
- Developed and implemented cross-selling strategies that increased multi-policy sales and overall client value.
- Provided training support for new team members on best practices in sales processes and techniques.
- Maintained detailed records of customer interactions, ensuring proper follow-up and resolution of issues.
- Analyzed market data and team performance to refine sales tactics and uncover growth opportunities.
- Managed scheduling, pipeline reporting, and lead assignments to optimize sales coverage and conversion rates.
Customer Service Representative/Platinum Concierge
American Express
Plantation, FL
04.2016 - 08.2016
- Personalized travel and lifestyle assistance.
- Documented customer interactions, transactions, and feedback for accurate recordkeeping, and future reference.
- Leverage Amex partnerships to provide cardholder benefits (e.g., Fine Hotels & Resorts, Global Dining Access).
- Developed strong product knowledge to provide informed recommendations based on individual customer needs.
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts resulting in increased loyalty and repeat business.
- Followed data privacy policies and compliance standards.
Insurance Agency Customer Service /Inside Sales Representative
State Farm
Miami, FL
06.2013 - 06.2016
- Conducted outbound calls to existing clients to upsell products or services.
- Cross-sell additional products or services based on customer needs.
- Performed in-depth policy evaluations with existing clients to uncover coverage gaps, and recommend tailored protection solutions.
- Developed strong relationships with customers by providing personalized assistance and support.
- Provided accurate information about products and services to customers.
Education
Bachelor of Arts - Business Administration And Management
Keiser University
Doral, FL04-2025
Skills
- Sales strategy
- Staff and training development
- Market analysis
- Customer relationship management
- Data management
- Financial reporting
- Product knowledge
- Salesforce
- Microsoft Office
- Mac, Windows
- Sales and revenue generation
- Client relationship management
- Communication
- Conflict resolution
Languages
English
Native/ Bilingual
Spanish
Native/ Bilingual
Certification
- 220 General Lines Agent License
- 215 Life, Health, and Variable Annuities Agent License
- Notary Public
Timeline
Sales Account Manager
State Farm / Steve Myers
08.2016 - Current
Customer Service Representative/Platinum Concierge
American Express
04.2016 - 08.2016
Insurance Agency Customer Service /Inside Sales Representative
State Farm
06.2013 - 06.2016
Bachelor of Arts - Business Administration And Management
Keiser University
Similar Profiles
Lesly GarciaLesly Garcia
Insurance Agent/Sales Account Manager at Steve Myers State FarmInsurance Agent/Sales Account Manager at Steve Myers State Farm
Stephanie HaleStephanie Hale
Bilingual Licensed Insurance Producer at STATE FARM-STEVE HALE INSURANCE AGENCYBilingual Licensed Insurance Producer at STATE FARM-STEVE HALE INSURANCE AGENCY
Carter WoodCarter Wood
Insurance Agent/Agent Team Member at Steve Paige State FarmInsurance Agent/Agent Team Member at Steve Paige State Farm
Efrainny Rodriguez ConcepcionEfrainny Rodriguez Concepcion
Front Desk at Chesterfield hotelFront Desk at Chesterfield hotel
Sanders Jean-PhilippeSanders Jean-Philippe
Pharmacy Technician at Walgreens Pharmacy Care CenterPharmacy Technician at Walgreens Pharmacy Care Center