Marco Antonio Jacquez
El Paso,TX
Summary
Results-driven Independent Insurance Producer with extensive experience in selling personal and commercial lines through top carriers. Skilled in client needs assessment, risk analysis, and closing sales by delivering customized insurance solutions. Proven success in upselling, cross-selling, and policy renewals to boost retention and revenue. Strong ability to build rapport, negotiate favorable terms, and secure competitive policies. Adept at leveraging industry knowledge and carrier relationships to drive sales performance and exceed targets.
Overview
25
25
years of professional experience
Work History
Independent Insurance Producer
First Connect Insurance
Remote
09.2023 - Current
- Sold insurance policies from top carriers like Chubb, Coterie, and Next, simplifying complex coverage for clients.
- Consistently sold and renewed policies from Foremost and National General by conducting regular client reviews and identifying upsell opportunities.
- Closed sales through personalized consultations, matching clients with policies from Root and Neptune Flood to meet their specific needs.
- Sold auto and specialty policies by building strong relationships with vendors, brokers, and carriers like Bristol West Auto.
- Promoted and sold risk management solutions using coverage options from carriers like Pie Insurance and Pathpoint.
- Negotiated and sold policies with favorable terms through partnerships with carriers like SES Risk Solutions and Rainbow Insurance.
- Identified coverage gaps and sold add-on policies from carriers such as ePremium and Lamar General Agency to maximize client protection.
- Stayed current on industry trends to sell competitive products from carriers like Delos and RLI Surety.
- Increased retention by selling tailored policy renewals and pricing solutions from trusted carriers like THREE by Berkshire Hathaway.
- Collaborated with carriers like AssurancePlus to sell customized insurance packages that met unique client needs.
- Proactively identified and closed coverage gaps by leveraging diverse offerings from carriers such as ePremium and Lamar General Agency.
- Stayed updated on insurance trends and product offerings from national and regional carriers like Delos and RLI Surety to provide cutting-edge advice.
- Enhanced customer retention by offering tailored solutions and competitive pricing from trusted carriers like THREE by Berkshire Hathaway.
- Collaborated with carriers like AssurancePlus to develop customized insurance packages that meet unique client needs.
Customer Success Manager
Red Sky Transportation
El Paso, TX
09.2018 - 07.2023
- Delivered exceptional customer service by maintaining clear communication and resolving shipment issues promptly to ensure client satisfaction.
- Efficiently managed dispatch operations, coordinating driver schedules and assigning loads to maximize fleet productivity.
- Performed accurate data entry for load details, delivery schedules, and client accounts, ensuring precise records in transportation management systems (TMS).
- Built strong relationships with clients, carriers, and brokers to facilitate seamless transportation and customer success services.
- Negotiated favorable rates with brokers and shippers to optimize profitability while meeting customer requirements.
- Maintained compliance with DOT regulations by ensuring all shipment documentation, including BOLs and load confirmations, was processed accurately.
- Utilized industry tools such as DAT Load Board and McLeod Software to secure loads and manage operational data effectively.
- Improved operational efficiency by monitoring KPIs such as on-time delivery rates, deadhead miles, and driver performance to enhance customer success.
- Coordinated cross-border shipments, managing customs clearance and compliance for international freight transportation while maintaining accurate data entry.
- Trained and supported team members on best practices for dispatching, customer service, and accurate data entry.
Payroll Support Specialist
ADP Payroll
El Paso, TX
04.2015 - 10.2018
- Delivered outstanding customer success by assisting clients with payroll processing, tax filings, and compliance-related inquiries.
- Accurately performed data entry to process employee payroll, ensuring error-free calculations and timely disbursements.
- Resolved client issues promptly by providing technical support for ADP payroll systems, enhancing customer satisfaction and retention.
- Maintained up-to-date records for payroll taxes, employee benefits, and garnishments through meticulous data entry and auditing.
- Collaborated with cross-functional teams to identify and implement solutions that improved customer success metrics.
- Provided personalized training to clients on ADP systems, ensuring seamless payroll processing and enhanced client success.
- Processed payroll adjustments, corrections, and new hire setups with a focus on accuracy and compliance through precise data management.
- Monitored and analyzed payroll reports to ensure alignment with federal, state, and local labor laws, supporting customer compliance success.
- Built strong relationships with clients by delivering tailored solutions to their payroll challenges, improving overall customer satisfaction.
- Assisted in payroll system migrations by performing bulk data entry tasks and validating imported data for accuracy and completeness.
Manager of Business Development and Sales
Treehouse Lounge & Grill El Paso, Texas
El Paso, TX
01.2010 - 03.2015
- Created a welcoming local bar atmosphere by designing a space that prioritized customer satisfaction, engagement, and community connections, attracting both regular patrons and new visitors.
- Fostered strong relationships with clients and patrons, ensuring customer success through tailored service, personalized marketing strategies, and responsive communication.
- Spearheaded business development efforts, negotiating partnerships with local vendors and breweries, driving a 20% increase in revenue.
- Designed and implemented sales strategies to target corporate clients and private event bookings, boosting monthly venue reservations and maximizing revenue.
- Developed a customer-centric experience by leveraging feedback-driven improvements to the bar’s layout, drink menu, and event offerings.
- Trained and managed staff to deliver exceptional customer service, enhancing the bar’s reputation and ensuring high standards for every guest interaction.
- Promoted the bar’s unique atmosphere through targeted advertising campaigns, social media engagement, and local outreach, resulting in a 25% increase in foot traffic.
- Utilized data-driven analysis to track customer trends, optimize marketing efforts, and tailor operational strategies to ensure both customer success and sales growth.
- Organized community-focused events, including trivia nights and live music, to strengthen local ties and drive repeat visits, enhancing customer loyalty.
- Effectively balanced roles as Customer Success Manager and Manager of Business Development and Sales, overseeing marketing initiatives, major project management, and strategic growth objectives.
Photojournalist
The News Press & Gazette Company
El Paso, TX, Texas
01.2000 - 01.2010
- Directed comprehensive marketing and advertising campaigns for high-profile clients and local news outlets, including KVIA, KTSM, and KFOX News, enhancing community engagement and brand awareness in the El Paso, Texas market.
- Designed and implemented customized marketing strategies to target specific demographics, ensuring alignment with client objectives and strengthening connections with local audiences.
- Managed all aspects of media production, from concept creation to execution, across TV, radio, and digital platforms, amplifying engagement for clients such as Taco Bell, AT&T, CNN, and regional news stations.
- Negotiated and executed media buys with outlets like KVIA, KTSM, and KFOX News, optimizing advertising budgets while delivering significant ROI.
- Utilized data-driven insights and performance analytics to evaluate the success of campaigns, refining strategies for news outlets and commercial clients to maximize reach and effectiveness.
- Collaborated with news organizations and corporate clients to identify key marketing goals, developing tailored advertising solutions that met business objectives and stayed within budget.
- Built and maintained strong relationships with local media vendors, including KVIA, KTSM, and KFOX News, ensuring smooth execution of marketing campaigns and seamless advertising placements.
- Integrated emerging marketing trends and innovative technologies into campaigns, providing a competitive edge for clients in the fast-paced news and media industry.
- Delivered detailed campaign performance reports and actionable insights to clients, enabling continuous campaign optimization and stronger outcomes.
- Successfully multi-tasked by managing marketing initiatives, regional partnerships, and major project management tasks, ensuring alignment with operational goals and strategic growth objectives in the El Paso market.
- Streamlined operational procedures to uphold quality standards and improve efficiency across marketing and project execution.
- Monitored team performance, customer service metrics, and operational workflows to exceed client expectations in the news and media sector.
- Provided leadership, training, and guidance to team members to enhance project outcomes and achieve company goals.
- Conducted detailed cost analyses for large-scale marketing projects, optimizing budget allocations while ensuring timely delivery for clients and news outlets.
Education
Texas All Lines Adjuster License
El Paso, TX02.2024
Texas P&C Insurance License
El Paso, TX09.2023
Google Certification Analytics Certification
El Paso, TX09.2023
HubSpot Digital Marketing Certification
El Paso, TX08.2023
Skills
- Client needs assessment
- Risk assessment
- Risk analysis
- Audit coordination
- Quote development
- Premium payments
- Underwriting expertise
- Claims management
- Claims handling
- Service recommendations
- Membership renewals
- Client relations
- Outbound calling
- Sales follow-up
- Proposal development
- Client analysis
- Upselling strategies
- Sales presentations
- Cold calling
- Building rapport
- Closing deals
- Performance tracking
- Lead generation
- Market analysis
Timeline
Independent Insurance Producer
First Connect Insurance
09.2023 - Current
Customer Success Manager
Red Sky Transportation
09.2018 - 07.2023
Payroll Support Specialist
ADP Payroll
04.2015 - 10.2018
Manager of Business Development and Sales
Treehouse Lounge & Grill El Paso, Texas
01.2010 - 03.2015
Photojournalist
The News Press & Gazette Company
01.2000 - 01.2010
Texas All Lines Adjuster License
Texas P&C Insurance License
Google Certification Analytics Certification
HubSpot Digital Marketing Certification
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