Nestor Martinez

9/2022-Present

• Bundling expert selling Home (HO3,HO6), Pet and Auto insurance policies
• Top performer with the most sales each month and leading the company in all KPIs
• 30+ inbound calls per day
• Front line underwriter
• Consistent customer rating of 5/5 stars
• Provide leadership with invaluable feedback that improves our efficiency and metrics
• Systems used: Zendesk, Salesforce, Talkdesk, Hubspot and Slack

7/2021- 8/31/2022 (METROMILE before merger)
Outbound/ Inbound Sales Agent

• Top agent in the entire company. 140 Auto sales in a month (Co record)
• 30+ inbound calls per day (During inbound pilot program)
• Exceeded the daily goal of 150 outbound/inbound calls to prospective leads. Over 3500 outbound calls in a month is my personal best and the current company record.

• Handle high call volume of inbound/outbound calls in the range of 24+ calls a day.
• Expert with a one call close to get method of payment and scheduling medical exam on the first call.
• Followed up with the potential insured to make sure medical examination is confirmed and completed.
• Customer-focused, needs based sales process to educate customers about their insurance options
• Present insurance plans available through many of the major insurance carriers with a rating of A or better with A.M. Best.

• Delivered engaging sales presentations to new clients, explaining technical information in simplified language to promote features and increase client base.
• Generated and followed up on lead lists resulting from specific marketing campaigns (CRMs used: Salesforce & Zendesk).
• Used sales expertise, member service skills and analytical nature to resolve member concerns and promote loyalty.
• Monitored sales calls as part of our quality assurance program
• Assisted with training programs and recommended improvements to upper management to enhance effectiveness.
• Met frequently with marketing, product management and technical personnel to stay current on company offerings and business policies.
• Assisted sales team with completing member transactions and managing issues.

• Identified client needs, built relationships and overcame objections to drive sales. Minimum of 20 face to face interactions per day.
• Opened new business/personal accounts and maintained a relationship post-sale
• Drove business development through proactive networking and relationship-building strengths.
• Completed member contracts and warranties as part of administrative aspects of sales.
• Reached out to members after completed sales to evaluate satisfaction and determine immediate service requirements.