Lisa Silva
Corona,CA
Summary
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Driven professional with a broad range of experience in marketing seeking to leverage a polished background to take the next career step with a respected organization.
Overview
17
17
years of professional experience
Work History
Marketer/Sales Associate
Bridge Home Health
Murrieta
10.2023 - Current
- Generated leads through outreach efforts such as cold calling or email campaigns.
- Established partnerships with organizations.
- Conducted market research to identify consumer trends and preferences.
- Advised on development of new service and product offerings to increase shares in emerging markets.
- Facilitated growth and increased brand awareness by working with sales team to build and maintain key business relationships.
- Developed promotional strategies to increase sales volume.
Consumer & Fraud Analyst
Wescom
Anaheim, CA
07.2019 - Current
- Built customer service knowledge and took initiative to learn additional processes.
- Responded competently and consistently to both internal and external customer requests and resolved issues to satisfaction.
- De-escalated difficult consumer situations, stayed positive and maintained composure while resolving issues.
- Answered inbound calls and emails from customers regarding product and service concerns.
- Contacted clients in person, by phone or in writing to ascertain compliance with required or recommended actions.
- Provided crisis intervention and supportive counseling services to assist clients facing issues and problems.
- Developed and implemented training classes to educate team members and community residents.
- Worked well in a team setting, providing support and guidance.
Account Specialist
Tri Counties Bank
Chico, CA
06.2012 - 06.2019
- Reconciled customer accounts and identified discrepancies for further investigation.
- Set up new customer accounts and updated existing profiles with latest information.
- Built strong relationships with clients, vendors and stakeholders for loyal, profitable accounts.
- Reviewed account activity to assess financial status and evaluate discrepancies.
- Liaised with sales, marketing and customer service teams to support smooth account management operations.
- Analyzed financial data and generated accurate, insightful reports for management.
- Observed financial transaction laws and regulations for full accounts compliance.
- Negotiated contract terms and conditions for productive customer and supplier accounts.
- Obtained pricing deals, negotiated contracts, and solidified beneficial agreements.
- Kept detailed records of daily activities through online customer database.
- Built relationships with customers and community to promote long term business growth.
Insurance Sales Agent
AAA Auto Club Group
Oroville, CA
02.2010 - 06.2012
- Generated quotes and proposals for clients to match individual needs.
- Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
- Followed up promptly with interested clients to close sales.
- Provided comprehensive product knowledge and guidance to help clients on product selection.
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
- Met with prospective clients to discuss insurance needs and provide solutions.
- Developed sales strategies to increase sales of insurance policies.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Sold auto, home, life, and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
Account Executive
American General Financial Services
Sacramento, CA
07.2007 - 05.2010
- Built and strengthened relationships with new and existing accounts to drive revenue growth.
- Qualified leads, built relationships and executed sales strategies to drive new business.
- Executed successful sales strategies to convert leads into customers.
- Managed sales cycle to maintain solid customer base.
- Strengthened customer relationships with proactive and collaborative approach to managing needs.
- Stayed up-to-date on emerging industry and product standards and trends to revitalize accounts.
- Created and executed account strategies to translate organizational goals into client activities.
Education
No Degree - Criminal Justice
Heald College
Rancho Cordova, CA05.2011
Skills
- Sales
- Profit Margins
- Risk Level Determination
- Client Support
- Training Junior Team Members
- Activity Monitoring
- Creative Solutions
Accomplishments
- President of the Criminal Justice Club Heald College
- NMLS Lic 1156267
- Dept of Insurance Lic 0E86782
Timeline
Marketer/Sales Associate
Bridge Home Health
10.2023 - Current
Consumer & Fraud Analyst
Wescom
07.2019 - Current
Account Specialist
Tri Counties Bank
06.2012 - 06.2019
Insurance Sales Agent
AAA Auto Club Group
02.2010 - 06.2012
Account Executive
American General Financial Services
07.2007 - 05.2010
No Degree - Criminal Justice
Heald College
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