Liset Pantoja Tafoya
San Rafael,CA
Summary
Highly organized and motivated Account Executive with demonstrated track record of building relationships with clients, developing successful sales campaigns, and managing teams of account managers. Skilled in financial analysis, customer service and problem-solving. Experienced in coordinating activities with various departments to achieve strategic objectives. Detail-oriented individual with exceptional communication and project management skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Recognized for taking proactive approach to identifying and addressing issues, with focus on optimizing processes and supporting team objectives. Dynamic individual with hands-on experience in, Real Estate, Insurance and Financial Industry and talent for navigating challenges. Brings strong problem-solving skills and proactive approach to new tasks. Known for adaptability, creativity, and results-oriented mindset. Committed to making meaningful contributions and advancing organizational goals.
Overview
15
15
years of professional experience
4
4
Certification
Work History
Account Executive
Cornerstone Financial Services
04.2023 - 05.2024
- Analyzed credit scores to determine borrowers' creditworthiness.
- Maintained detailed records of calls, outcomes, and follow-up actions for accurate reporting and analysis purposes.
- Provided exceptional customer service, addressing client concerns promptly and effectively to ensure long-term loyalty.
- Managed multiple accounts simultaneously while maintaining organization and prioritizing tasks efficiently.
- Exceeded sales targets consistently by identifying new business opportunities and creating customized solutions for clients.
- Boosted client satisfaction by developing and maintaining strong relationships through effective communication.
- Negotiated favorable terms in high-stake contracts, ensuring profitability and long-term partnership viability.
- Increased market share within territory through diligent research and identification of new business opportunities.
- Maintained detailed records of calls, outcomes, and follow-up actions for accurate reporting and analysis purposes.
- Prepared digital files, physical documents and work requests in compliance with company guidelines.
- Analyzed credit scores to determine borrowers' creditworthiness.
Property Management Assistant
Rental Zebra
08.2022 - 03.2024
- Assisted property manager in conducting regular inspections to maintain property standards and address any issues proactively.
- Maintained positive relationships with tenants through clear communication and prompt responses to inquiries or concerns.
- Enhanced tenant satisfaction by promptly addressing maintenance requests and ensuring timely resolution.
- Handled tenant complaints promptly and appropriately, calling in repairmen, and other support services.
- Supported smooth tenant move-ins and move-outs by scheduling inspections, managing paperwork, and facilitating key exchanges.
- Completed final move-out walk-throughs with tenants to identify required repairs.
- Verified income, assets, and expenses, and completed file tracking sheet for each applicant.
- Maintained original leases and renewal documents in digital and hardcopy format for property management office.
- Conducted regular inspections of both interior and exterior of properties for damage.
Insurance Customer Service Representative
State Farm
03.2023 - 08.2023
- Managed high call volume while maintaining professionalism, empathy, and attention to detail in each interaction.
- Enhanced client understanding of complex life insurance products through clear communication and educational materials, fostering trust and loyalty.
- Conducted regular policy reviews for existing clients, identifying opportunities for adjustments or additional coverage options based on changes in their personal circumstances or financial planning goals.
- Responded to customer requests for products, services, and company information.
- Assisted clients in navigating the claims process, guiding them through each step and addressing their concerns along the way.
- Improved customer satisfaction by providing exceptional service and addressing policyholder concerns in a timely manner.
- Increased new business acquisition by actively prospecting for potential clients through phone calls, emails, and networking events.
- Implemented effective cross-selling strategies to increase overall sales revenue by promoting additional insurance products to existing clients.
- Educated clients on insurance policies and procedures.
- Finalized sales and collected necessary deposits.
Education
License No. 02157299
Realtor
San Rafael, CA11.2021
License No. 4060536
Insurance Producer
San Rafael, CA09.2020
High School Diploma -
San Rafael High School
San Rafael, CA06.2006
Skills
- Client Relationship Building
- Written and verbal communication
- Fluent Bilingualism Spanish and English
- Customer Service
- Phone and Email Etiquette
- True team player
- Preparing property agreements
- Property Maintenance
- Complaint Handling
- Policy understanding
- Client Education
- Active Listening
- Attention to Detail
- Insurance Coverage Verification
- Documentation skills
Certification
- National Association of REALTORS® (NAR) Membership - National Association of Realtors.
- Life and Health Insurance License - California Department of Insurance.
- Property and Casualty License - California Department of Insurance.
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
Timeline
Account Executive
Cornerstone Financial Services
04.2023 - 05.2024
Insurance Customer Service Representative
State Farm
03.2023 - 08.2023
Property Management Assistant
Rental Zebra
08.2022 - 03.2024
License No. 02157299
Realtor
License No. 4060536
Insurance Producer
High School Diploma -
San Rafael High School
- National Association of REALTORS® (NAR) Membership - National Association of Realtors.
- Life and Health Insurance License - California Department of Insurance.
- Property and Casualty License - California Department of Insurance.
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