Myrna C. Padilla
Dallas,TX.
Summary
Licensed Broker offering 25 years in automobile, insurance and a record of success in retaining and growing customer bases.
Licensed insurance professional with extensive experience in sales, prospecting and lead generation.
Seeks a position offering new challenges and opportunities for career growth and advancement.
Licensed Insurance Broker knowledgeable about emerging coverage competency, exclusions and endorsed enhancements. Highly-motivated Insurance Agent trained in financial accounting and cost estimation. Consistently increases sales and expands client base through targeted marketing, lead development and in-depth knowledge of market trends.
Licensed insurance professional with extensive experience in sales, prospecting and lead generation. Seeks a position offering new challenges and opportunities for career growth and advancement. Service-oriented District Manager who delivers high quality customer service by accurately assessing client needs and recommending the most useful policies and products. Persuasive Insurance Broker bringing more than 25 years of business sales. Motivated sales professional driven to exceed company goals. District Manager driven to lead sales teams to achieve record-setting revenue gains. Managed 18 accounts.
Motivated Sales Manager skilled in leading teams to set record-high sales figures, expand existing territories and develop new accounts.
Results-oriented and energetic District Manager with expertise in lead qualification and closing strategies. Extensive sales training and presentation experience.
Overview
17
17
years of professional experience
Work History
District Manager
Freeway Insurance Services
Dallas, TX
05.2015 - 08.2017
- Supervised a sales force of 35 sales associates.
- Hired 47 sales representatives over a 6 months-long period.
- Exceeded regional annual sales target by 152%.
- Closed an average of 74,520 sales calls each quarter.
- Increased regional market share by 55% within 6 months.
- Planned and directed staff training and performance evaluations.
- Reviewed operational records and reports to project sales and determine profitability.
- Maintained knowledge of current sales and promotions, policies regarding payment and exchanges and security practices.
- Built relationships with customers and the community to establish long-term business growth.
- Attended sales training camp and brought best practices leadership back to the company.
- Member of Executive Management Team.
- Oversaw daily office operations for staff of 35 employees 18 Offices .
Insurance Broker/ Sales Agent
L.A. Insurance Agency
Dallas, TX
01.2014 - 05.2015
- Closed an average of 60 new sales per week.
- Identified and solicited sales prospects in agency databases.
- Met with an average of 15 walk-in policyholders to address and resolve complaints.
- Evaluated leads obtained through direct referrals, lead databases and cold calling.
- Modeled exceptional customer service skills and appropriate diagnostic sales techniques.
- Finalized sales and collected necessary deposits.
- Collected all premiums on or before effective date of coverage.
- Negotiated new and renewal production goals with business development manager.
- Contributed ideas and offered constructive feedback at weekly sales and training meetings.
- Calculated quotes and educated potential clients on insurance options.
- Evaluated the accuracy and quality of data entered into the agency management system.
- Promoted ancillary products to 240 existing and new clients each month.
- Met with prospective customers and business owners in their homes, businesses and other settings.
- Met with prospective customers and business owners in their homes, businesses and other settings.
Production Clerk
PDQ Temporals
Dallas
11.2013 - 05.2014
- Processed accounts payable for 320employees.
- Entered financial data into the company accounting database to be verified and reconciled.
- Managed and responded to all correspondence and inquiries from customers and vendors.
- Reconciled company bank, credit card and line of credit accounts.
- Developed monthly, quarterly and annual profit and loss statements and balance sheets.
- Streamlined bookkeeping procedures to increase efficiency and productivity.
INsurance Agent Owner
Padilla\\'s Insurance
Dallas
11.2000 - 07.2013
- Met with56 existing and prospective clients each week to select appropriate insurance policies.
- Modeled exceptional customer service skills and appropriate diagnostic sales techniques.
- Finalized sales and collected necessary deposits.
- Finalized sales and collected necessary deposits.
- Calculated quotes and educated potential clients on insurance options.
- Evaluated the accuracy and quality of data entered into the agency management system.
- Maintained integrity of general ledger, including the chart of accounts.
- Filed tax returns and prepared governmental reports in compliance with strict standards.
- Analyzed monthly balance sheet accounts for corporate reporting.
- Optimized and managed research and development spending through collaboration with key business leaders.
- Compiled general ledger entries on a short schedule with nearly 100% accuracy.
- Trained 10 new employees on accounting principles and company procedures.
- Computed taxes owed by applying prescribed rates, laws and regulations.
- Suggested budgetary changes to increase company profits.
- Managed employee benefits program and filed quarterly sale tax .
- Managed team of three direct reports responsible for on-going product optimization, account management and ad placement on company website.
- Provided operational support for high-volume financial institution.
Education
BBA - Insurance Broker
INSURANCE
Dallas, TX2010
BBA - INsurance
Insurance Agent Boker And Accounting
2009
BBA - Cosmetology
Angelita Cosmetilogy Institute
Gulfport, MS1992
Skills
- Property insurance
- Underwriting knowledge
- Client acquisition expert
- Top-rated sales performance
- Results-oriented
- Warm and cold leads development
- Policy coverage expert
- Premium financing
- Proactive team player
- MS Office
- Salesforce knowledge
- Prospecting
- Driven
- Endorsed enhancements
- QuickBooks expert
- Intuit QuickBooks specialist
- Self-motivated professional
- Persuasive negotiator
- Salesforce
- People-oriented
- Effective leader
- Client account management
- Effective leader
- Employee scheduling
- Consistently meet goals
- Efficient multi-tasker
- Product development
- Conflict resolution
- Customer service-oriented
- Organized
- Proficient in MS Office
- Organized
- DOT regulations
- Quality inspection
- Quality assurance
- OSHA standards
- Multi-line phone skills
- Microsoft Office Suite proficiency
- Guest relations training
- Cordial
- Excellent phone etiquette
- Tax accounting specialization
- Self-motivated professional
- Advanced clerical knowledge
- Critical thinker
- Self-starter
- Patient
- Credit card processing
- POS systems expert
- Shipping and receiving professional
- Strong client relations
- Quick learner
- Trusted key holder
- MS Windows proficient
Timeline
District Manager
Freeway Insurance Services
05.2015 - 08.2017
Insurance Broker/ Sales Agent
L.A. Insurance Agency
01.2014 - 05.2015
Production Clerk
PDQ Temporals
11.2013 - 05.2014
INsurance Agent Owner
Padilla\\'s Insurance
11.2000 - 07.2013
BBA - Insurance Broker
INSURANCE
BBA - INsurance
Insurance Agent Boker And Accounting
BBA - Cosmetology
Angelita Cosmetilogy Institute