Miguel Velasquez
San Antonio,TX
Summary
Dynamic professional with a proven track record in health insurance and client acquisition, honed at Globe Life American Income. Skilled in premium calculation and interpersonal communication, I excel in transforming customer needs into tangible solutions, achieving a notable increase in market share. Expert in policy analysis and fostering client relationships, ensuring high retention rates and customer satisfaction.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Health Life Insurance Agent
Globe Life American Income
San Antonio, TX
01.2025 - Current
- Conduct Remote Client Consultations: Virtually meet with clients to understand their financial goals, assess their needs, and provide recommendations on products that can secure their financial future. Also, explain policy features, coverage options, and premium costs to empower clients to make informed decisions.
- Provide ongoing customer service: Support our clients by addressing inquiries, assisting with policy updates, and helping with claims processing to ensure a seamless experience.
- Foster relationship building: Build and maintain lasting relationships by following up regularly, reviewing evolving needs, and ensuring that their policies continue to provide the necessary protection.
- Uphold compliance and documentation: Adhere to industry regulations and company policies by maintaining accurate records of client interactions and transactions, safeguarding client information.
Area Sales Representative
Primo Water
San Antonio, TX
06.2024 - 11.2024
- Safely operate a commercial vehicle, and diligently perform all duties in a safe manner, including vehicle inspections.
- Developed and implemented effective sales strategies to increase market share in the assigned area.
- Complete service calls and resolve customer issues to help develop relationships with our customers.
- Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
- Identify opportunities to acquire new long-term customers to support route growth, and the ability to upsell our current products.
Ranch Hand
J. Allen Investments
San Antonio, TX
01.2024 - 05.2024
- Organized and cleaned barns, stables, and other farm structures regularly.
- Implemented pest and weed control measures to maintain healthy pastures.
- Patrolled holding habitats and grazing areas to monitor animal safety and make timely repairs to equipment, gates and pens.
- Communicated effectively with team members to coordinate daily tasks efficiently.
- Monitored water sources to ensure clean and constant availability for livestock.
- Sprayed lawn with fertilizer and insecticides to reduce weeds and pests.
- Followed safety protocols while operating mowing and trimming equipment.
Customer Success Specialist
Concentrix
Managua, Nicaragua
11.2023 - 01.2024
- Drive and scale customer success initiatives, ensuring customers unlock the full potential of the product.
- Lead post-sale customer engagements, from onboarding to long-term adoption, and renewal cycles.
- Monitor the health of customer accounts, conducting regular business reviews to ascertain value, and identify improvement areas.
- Create and deliver personalized training sessions to equip customers for success.
- Act as the primary contact for strategic customers, providing insights and feedback to ensure their objectives align with the product's capabilities.
- Collaborate with internal teams (Product, Engineering, Sales) to relay customer feedback, and influence product enhancements.
- Manage customer escalations, and proactively resolve any issues impacting customer satisfaction.
Inside Sales Representative
DISH
Managua, Nicaragua
06.2022 - 10.2023
- Developed and maintained strong relationships with existing clients to ensure repeat business.
- Provided feedback to the product development team on customer needs and market demand.
- Delivered superior customer support to improve account retention rate.
- Upsold and cross-sold products to existing customers to maximize revenue.
- Collaborated with team members to determine strategic sales approaches.
- Responded to customer inquiries quickly and professionally to maintain customer satisfaction.
- Identified customer needs by asking questions and advising on best solutions.
Retention Customer Service Representative
SITEL Worldwide
Managua, Nicaragua
01.2021 - 05.2022
- Maintained records of customer interactions, transactions, comments and complaints.
- Contacted customers about potential service upgrades, new services and account changes.
- Kept records of customer interactions or transactions, thoroughly recording details of inquiries.
- Surpassed sales goals through implementation of successful marketing strategies.
- Utilized job-related software to prepare change of address records and issue service discontinuance orders.
- Participated in team meetings to discuss best practices for retention strategies.
- Strengthened customer retention by offering discount options.
- Collected deposits or payments and arranged for billing.
Education
Bachelor of Arts - Cultural Studies/Critical Theory & Analysis
University of The Incarnate Word
San Antonio, TX08-2020
Skills
- Health insurance
- Premium calculation
- Critical thinking
- Problem-solving aptitude
- Client acquisition
- Goal-oriented mindset
- Policy analysis
- Needs assessment
- Communication skills
- Public speaking
- Multitasking Abilities
- Interpersonal communication
- Networking skills
- Team leadership
- Time management abilities
- Attention to detail
- Account management
- Problem-solving
- Customer follow-up
- Conflict resolution
- Active listening
- Professional demeanor
Languages
English
Native/ Bilingual
Spanish
Native/ Bilingual
French
Limited
Portuguese
Limited
Accomplishments
- Athlete of the Year
- State champion four times in a row
- Full-ride scholarships to Division 1 colleges
- First team, all region
- Professional soccer player
Certification
- Health and Life Insurance.
Timeline
Health Life Insurance Agent
Globe Life American Income
01.2025 - Current
Area Sales Representative
Primo Water
06.2024 - 11.2024
Ranch Hand
J. Allen Investments
01.2024 - 05.2024
Customer Success Specialist
Concentrix
11.2023 - 01.2024
Inside Sales Representative
DISH
06.2022 - 10.2023
Retention Customer Service Representative
SITEL Worldwide
01.2021 - 05.2022
Bachelor of Arts - Cultural Studies/Critical Theory & Analysis
University of The Incarnate Word
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