MARCIA SANTAMARIA
Kaufman,TX
Summary
Motivated professional with several years of experience juggling multiple priorities to keep company running smoothly. Communicative team leader possessing outstanding time management and documentation abilities. Polished in overseeing employee performance and guiding and motivating new talent.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Assistant Manager
Fred Loya Insurance
Terrell, USA
10.2018 - Current
- Organized schedules, workflows and shift coverage to meet expected business demands
- Mentored staff to enhance skills and achieve daily targets, using hands-on and motivational leadership
- Resolved customer inquiries and complaints requiring management-level escalation
- Performed sales consultations and educated clients on products and services
- Upsold products to policyholders and potential new clients
- Remained calm and professional in stressful circumstances and effectively diffused tense situations.
- Managed customer service inquiries and complaints in a timely manner.
Life and Health Insurance Agent
World Financial Group Wfg
Kaufman, USA
10.2022 - 12.2024
- Explained coverage options to potential policyholders, answering questions or concerns.
- Analyzed customer feedback on policies in order to identify areas of improvement.
- Identified customer needs, analyzed data, and recommended appropriate products and services.
- Scheduled appointments with prospective clients to discuss available health insurance plans.
- Counseled prospects and policyholders on coverage, limits and regulations.
- Calculated premiums and established payment methods.
- Attended company-sponsored gatherings to speak to community groups on insurance coverage options.
- Participated in weekly training sessions to improve product knowledge and enhance company growth.
- Developed and maintained relationships with clients to ensure satisfaction with services provided.
Education
High School Diploma -
Luz Academy of Tucson
Tucson, AZ05.2006
Skills
- Building Relationships
- Customer Service
- Verbal and Written Communication
- Organizing and Categorizing
- Excel Spreadsheets
- Scheduling
- Staff management
- Employee scheduling
- Customer service
Languages
English
Native/ Bilingual
Spanish
Native/ Bilingual
Certification
- Life, Accident, Health and HMO
- Limited Lines
Timeline
Life and Health Insurance Agent
World Financial Group Wfg
10.2022 - 12.2024
Assistant Manager
Fred Loya Insurance
10.2018 - Current
High School Diploma -
Luz Academy of Tucson