Omar Herrera
Montevallo
Summary
Insurance professional with comprehensive background in risk management and client advisory services. Known for delivering tailored insurance solutions and fostering long-term client trust. Valued for collaborative approach, adaptability in dynamic environments, and strong commitment to achieving results through effective communication and problem-solving.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Senior Life & Health Insurance Broker
The Assurance Group
08.2023 - Current
- Met with prospective customers and business owners in homes, businesses, and other settings.
- Educated clients on various life and health insurance products, enabling informed decisions regarding their coverage options.
- Conducted risk assessments to identify potential liabilities and recommend appropriate coverage levels based on clients' unique situations.
- Collaborated with underwriters to negotiate favorable terms for clients, ensuring competitive pricing and comprehensive coverage.
- Maintained thorough knowledge of insurance regulations, staying up-to-date on changes that could impact clients or business operations.
- Generated referral business from satisfied customers who shared positive experiences with friends and colleagues.
- Achieved high customer retention rates by maintaining open communication channels and addressing concerns promptly.
- Evaluated accuracy and quality of data entered into agency management system and CRM software to manage client relationships.
Customer Success Associate
Wells Fargo
05.2022 - 06.2023
- Managed a high volume of daily inbound calls in both English and Spanish, to assist customers with a wide array of banking problems
- Assisted with banking complications from card replacements, PIN resets, money transfers and remittances, to more complex banking solutions such as fraud, account takeovers, and claims.
- Worked closely with technical support teams to troubleshoot and resolve complex issues maintaining open lines of communication with affected clients throughout the resolution process.
- Promoted superior experience by addressing customer concerns, demonstrating empathy, and resolving problems swiftly.
- Consistently maintained 100% Quality Assurance scores, won Average Handle Time Challenges, and maintained an 80% or higher Net Promoter Scores.
- Increased efficiency and performance by monitoring team member productivity and providing feedback including 1-on-1 coaching with peers that were not meeting expectations.
Purchasing Manager
Global Wholesale & Retail, LLC
01.2018 - 04.2022
- Successfully implemented software and hardware to further streamline order processing time, cutting handling time by 67% and making the company more competitive in the e-commerce environment.
- Reduced shipping costs by 25% through shipping carrier rates negotiations and through volume-based negotiations with our shipping suppliers.
- Developed and strengthened vendor partnerships and ensured purchase orders were submitted in a timely manner.
- Maintained close communication with vendors to mitigate any potential issues.
- Led the relocation of company operations from Alabama to South Carolina, ensuring minimal disruption and coordinating cross-functional teams to maintain business continuity.
- Extensively used Quickbooks, Stamps.com, Shipstation, Microsoft Office, Ecomdash, and shopify; as well as full integrations with marketplaces such as Amazon, eBay, Walmart Marketplace, and Rakuten.
Warehouse Packer
Global Marketing Sourcing & Recruiting Services
01.2013 - 12.2017
- Oversaw the full print and pack process from processing orders to picking, packing, and shipping to ensure quick handling time.
- Maintained a clean and safe work environment, adhering to established safety protocols and procedures.
- Loaded and unloaded trucks with products and packaging materials for delivery to and from facility.
- Assisted in inventory control measures, conducting regular counts for stock accuracy.
- Successfully hired, trained, and managed new packers as the needs of the company grew.
- Closely worked with business expansion as the company grew into a larger warehouse with more products, employees, and revenue.
- Increased the online presence of the company from two marketplaces to six, as well as increased our export countries from one, to nine.
Education
High School Diploma -
Calera High School
Calera, Alabama05-2012
Skills
- Risk assessment
- Client education
- Client account management
- Customer service
- CRM software
- Communication skills
- Commission-based sales experience
- Negotiation abilities
- Proactive team player
- Driven
- Time management
- Problem solving
Certification
- Alabama Life and Health Insurance Producer License, 20794271, 3002646807, 10/31/25
- Mississippi Life and Health Insurance Producer License, 11012003, 10/31/25
- Georgia Life and Health Insurance Producer License, 3685985, 10/31/25
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Senior Life & Health Insurance Broker
The Assurance Group
08.2023 - Current
Customer Success Associate
Wells Fargo
05.2022 - 06.2023
Purchasing Manager
Global Wholesale & Retail, LLC
01.2018 - 04.2022
Warehouse Packer
Global Marketing Sourcing & Recruiting Services
01.2013 - 12.2017
High School Diploma -
Calera High School
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