Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Patricia Martinez

Lake Wales,FL

Summary

Dynamic Customer Sales Representative with Ewing Blackwelder & Duce Insurance, skilled in client needs assessment and customer relationship management. Successfully enhanced customer satisfaction through tailored solutions and proactive issue resolution, fostering loyalty and repeat business. Proven ability to collaborate cross-functionally to streamline processes and drive retention strategies.

Diligent with background in customer sales, known for consistently meeting and exceeding sales targets. Demonstrated ability to foster strong customer relationships and provide personalized service. Proven skills in communication and problem-solving, resulting in high customer satisfaction and retention.

Detail-oriented individual with exceptional communication and project management skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Recognized for taking proactive approach to identifying and addressing issues, with focus on optimizing processes and supporting team objectives.

Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

31
31
years of professional experience

Work History

Customer Sales Representative

Ewing Blackwelder & Duce Insurance
07.2017 - Current
  • Developed and maintained strong customer relationships to enhance satisfaction and loyalty.
  • Evaluated customer needs and provided tailored insurance solutions to meet specific requirements.
  • Collaborated with cross-functional teams to streamline sales processes and improve service delivery.
  • Built strong relationships with clients through attentive service, leading to repeat business and referrals.
  • Increased customer satisfaction by addressing and resolving issues promptly and professionally.
  • Maintained customer accounts and relationships.

Customer Service Representative

Kevin Weltin & Barry Grimmett State Farm Insurance
07.2009 - 05.2017
  • Resolved customer inquiries and issues using CRM software to enhance satisfaction and retention.
  • Trained new staff on company policies, systems, and customer engagement best practices.
  • Developed streamlined processes for handling policy changes, improving efficiency in service delivery.
  • Managed high-volume call traffic while maintaining quality assurance standards and compliance protocols.
  • Addressed customer inquiries to ensure satisfaction and foster positive service experience.
  • Met customer call guidelines for service levels, handle time and productivity.
  • Followed up with customers about resolved issues to maintain high standards of customer service.

Underwriter Service Assistant

State Farm Regional Office
10.1994 - 07.2009
  • Analyzed risk factors to determine policy eligibility and appropriate coverage levels.
  • Evaluated complex applications for accuracy and compliance with underwriting guidelines.
  • Collaborated with agents to clarify information and resolve discrepancies in submissions.
  • Developed strategies to enhance risk assessment processes and improve decision-making efficiency.

Education

High School Diploma -

Frostproof Middle Senior Highschool
Frostproof, FL

Skills

  • Customer relationship management
  • Cross-functional collaboration
  • Client needs assessment
  • Customer retention strategies
  • Communication skills
  • Patience and resilience
  • Customer account management
  • Customer engagement
  • Payment processing
  • Data entry proficiency
  • Multitasking Abilities
  • Problem-solving
  • Attention to detail
  • Customer satisfaction
  • Relationship building
  • Team building
  • Professionalism

Languages

Spanish
Native or Bilingual

Timeline

Customer Sales Representative

Ewing Blackwelder & Duce Insurance
07.2017 - Current

Customer Service Representative

Kevin Weltin & Barry Grimmett State Farm Insurance
07.2009 - 05.2017

Underwriter Service Assistant

State Farm Regional Office
10.1994 - 07.2009

High School Diploma -

Frostproof Middle Senior Highschool
Patricia Martinez