Marlen Rivas Mendoza
Houston ,Texas
Summary
Dynamic professional with a proven track record at Barri Financial Group, excelling in customer service and risk management. Demonstrated leadership in optimizing sales strategies and enhancing team performance, achieving high client retention through exceptional relationship-building. Skilled in multitasking and adaptability, consistently surpassing goals with a focus on strategic growth and team collaboration.
Pursuing full-time role that presents professional challenges and leverages interpersonal skills, effective time management, and problem-solving expertise.
Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level Job clerk position. Ready to help team achieve company goals.
Overview
9
9
years of professional experience
Work History
Insurance Sales Manager
Bikini Insurance
05.2022 - Current
- Engaged in cross-selling and upselling sales practices to strengthen clients' insurance portfolios and increase agency's aggregate sales figures.
- Guided agents through life, health, property and casualty insurance licensing and renewal processes.
- Conducted agency sales meetings to communicate agency developments and discuss agents' sales figures and emerging opportunities.
- Prospected for new business by obtaining client referrals, making cold calls and engaging in isurance business-building strategies.
- Reviewed clients' policies every year and recommended product additions or revisions to reflect changing needs.
- Improved overall team performance by regularly reviewing sales metrics and providing constructive feedback during team meetings.
- Developed and maintained strong relationships with clients, resulting in a high level of retention and referrals.
Insurance Agent
Barri Financial Group
08.2017 - 05.2021
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Maintained high standards of customer service by building relationships with clients.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Worked closely with other team members to optimize sales strategies and achieve regional goals.
- Assisted clients in navigating the often complex claims process, ensuring they received fair and timely resolutions.
- Collaborated with underwriters to assess risk and determine appropriate coverage options for clients.
Tutor
HISD
03.2020 - 08.2020
- Provided homework assistance using specific curriculum and materials.
- Collaborated with students to complete homework assignments, identify lagging skills, and correct weaknesses.
- Provided one-on-one tutoring sessions, tailoring instruction to meet the specific needs of each student while promoting independent learning skills.
- Maintained detailed records of student progress, using data to inform future instruction and target areas for improvement.
- Adapted teaching strategies to accommodate shift to remote learning, ensuring continuity in education during challenging times.
- Worked closely with students on specific class struggles, closely reviewing materials and assignments to offer targeted help.
Customer Service Cashier
Barrí Financial
06.2016 - 05.2017
- Maintained a clean and organized workspace, promoting a welcoming environment for customers.
- Handled high-pressure situations calmly, maintaining composure during busy periods or difficult interactions.
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
- Processed customer orders and accurately handled payment transactions.
- Resolved customer complaints with professionalism and empathy, resulting in increased customer loyalty.
- Met customer service goals and exceeded customer expectations.
- Enabled customers to feel welcomed, important, and appreciated by answering questions about products sold throughout store.
- Developed and managed relationships with customers to increase customer loyalty.
Sales Associate
Muñecas Bridal
11.2015 - 06.2016
- Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
- Handled cash transactions efficiently while adhering to company cash handling policies, ensuring accuracy in all financial exchanges.
- Built relationships with customers to encourage repeat business.
- Managed returns, exchanges and refunds in accordance with store policy.
- Helped customers locate products and checked store system for merchandise at other sites.
Education
Sam Houston Higschool
9400 Irvington Blvd Houston, TX 77076 07.2018
Skills
- Team management
- Risk management
- Compliance
- Account retention
- Strong leadership
- Teamwork
- Teamwork and collaboration
- Customer service
- Problem-solving
- Multitasking
- Multitasking Abilities
- Organizational skills
- Excellent communication
- Team motivation
- Adaptability and flexibility
- Task prioritization
- Self motivation
- Goal setting
- Professionalism
- Adaptability
Languages
Spanish,
Full Professional
English
Professional Working
Timeline
Insurance Sales Manager
Bikini Insurance
05.2022 - Current
Tutor
HISD
03.2020 - 08.2020
Insurance Agent
Barri Financial Group
08.2017 - 05.2021
Customer Service Cashier
Barrí Financial
06.2016 - 05.2017
Sales Associate
Muñecas Bridal
11.2015 - 06.2016
Sam Houston Higschool
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