Summary
Overview
Work History
Education
Skills
Timeline
Generic

NANCY PENA

Cypress,Tx

Summary

Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. Experienced in fast-paced environments and adaptable to last-minute changes. Thrives under pressure and consistently earns high marks for work quality and speed.

Overview

18
18
years of professional experience

Work History

Licensed Sales Producer/Sales Manager

Allstate (Michael Daniels)
Houston, TX
02.2019 - Current
  • Provided customers with information regarding plan features, pricing, and availability.
  • Explained complex technical terms related to insurance plans in simple language for easy understanding.
  • Developed and implemented comprehensive insurance plans for clients according to their individual needs.
  • Responded quickly and accurately to inquiries from clients regarding their coverage plans.
  • Ensured compliance with applicable laws, regulations, and company policies while selling insurance products.
  • Assessed customer risk levels and recommended appropriate coverage options.
  • Resolved customer complaints in a timely manner to maintain high satisfaction levels.
  • Participated in continuing education courses to stay current on industry trends and changes in regulations.
  • Created and presented monthly reports to management on sales performance.
  • Managed daily operations of sales department, including supervision of staff members.
  • Conducted regular meetings with staff members to review goals and objectives for the quarter and year.
  • Trained, coached, and mentored junior sales personnel to ensure success in their roles.
  • Supported sales team members to drive growth and development.











Licensed Customer Service/Sales Producer

Allstate Insurance Company (Todd Ray)
Houston, Tx
02.2018 - 02.2019
  • Utilized calculations to determine premiums and establish payment methods for sales.
  • Identified and solicited sales and prospects in agency database.
  • Met with an average of walk-in policy holders to address and resolve complaints, endorsements and reviews.
  • Evaluated leads obtained through direct referrals, lead databases.
  • Upsold products to policyholders and potential new clients.
  • Pursued continued professional development through insurance workshops, course and webinars.
  • Offered policy guidance and management to promote asset protection.

Customer Service/Sales Associate

Allstate Insurance company (Lisa Monita)
Houston, TX
02.2015 - 02.2018
  • Greeted customers and provided exceptional customer service.
  • Responded promptly to emails and phone calls from customers seeking assistance.
  • Researched relevant policy information to answer customer questions.
  • Maintained accurate records of customer interactions and transactions.
  • Ensured compliance with company guidelines and regulatory standards when dealing with customers' accounts or policies.
  • Developed strong relationships with clients by providing exceptional customer service.
  • Assisted in the development and implementation of customer service policies and procedures.
  • Performed administrative duties such as filing, scanning, faxing, copying documents.
  • Advised customers on available coverage options that best fit their individual needs.
  • Conducted follow-up calls to ensure satisfactory resolution of customer issues.

Licensed Sales Professional

Farmers Insurance (Veronica Pina)
Houston, TX
07.2014 - 02.2015
  • Calculated premiums and established payment methods for sales.
  • Identified and solicited sales prospects in agency databases.
  • Met with an average of walk-in policy holders to address and resolve complaints, endorsements, reviews of policies.
  • Evaluated leads obtained through direct referrals, leads databases and cold calling.

Customer Service/Sales Associate

Allstate Insurance company (Lisa Monita)
Houston, TX
01.2007 - 07.2014
  • Answered incoming telephone calls to provide information about products, services, store hours, policies and promotions.
  • Helped average of 30 customers per day by responding to inquiries and locating products.
  • Prepared cash deposits up to $500 with zero discrepancies.
  • Met with an average of walk-in policy holders to address and resolve complaints, endorsements and reviews.
  • Calculated premiums and established payment methods for sales.
  • Offered policy guidance and management to promote asset protection.

Education

GED -

Eisenhower
Houston

Skills

  • Organizational skills
  • Problem solving
  • Excellent customer service skills and communication skills
  • Sales professional
  • Ability to complete assignments in a timely manner
  • Cold calling
  • Communication skills
  • Excellent customer service
  • Problem solving
  • Sales
  • Insurance sales strategy
  • Policy adjustment knowledge
  • Asset protection expertise
  • Team training and development
  • Client retention
  • Customer follow-up
  • Cross-selling and upselling
  • Conflict resolution
  • Active listening
  • People skills

Timeline

Licensed Sales Producer/Sales Manager

Allstate (Michael Daniels)
02.2019 - Current

Licensed Customer Service/Sales Producer

Allstate Insurance Company (Todd Ray)
02.2018 - 02.2019

Customer Service/Sales Associate

Allstate Insurance company (Lisa Monita)
02.2015 - 02.2018

Licensed Sales Professional

Farmers Insurance (Veronica Pina)
07.2014 - 02.2015

Customer Service/Sales Associate

Allstate Insurance company (Lisa Monita)
01.2007 - 07.2014

GED -

Eisenhower

Similar Profiles

  • Julie Pontius

    Julie PontiusJulie Pontius

    Office Manager at Michael Cosby Allstate InsuranceOffice Manager at Michael Cosby Allstate Insurance

  • Karla Willis

    Karla WillisKarla Willis

    Licensed Sales Producer at Michael Lee Financial Inc- Allstate InsuranceLicensed Sales Producer at Michael Lee Financial Inc- Allstate Insurance

  • Jeffrey Poe

    Jeffrey PoeJeffrey Poe

    Allstate Financial Support Staff at Allstate Michael SegallAllstate Financial Support Staff at Allstate Michael Segall

  • Hadija Walker

    Hadija WalkerHadija Walker

    Sonography Student at Memorial HermannSonography Student at Memorial Hermann

  • Tu Anh Hoang

    Tu Anh HoangTu Anh Hoang

    Executive Assistant and Program Manager at St. Francis Xavier Lay Missionary SocietyExecutive Assistant and Program Manager at St. Francis Xavier Lay Missionary Society

CREATE PROFILE
NANCY PENA