Patricia Villarreal
McAllen,TX
Summary
Licensed professional in business development and insurance with 15 years of experience in the financial services sector, focused on client training, client engagement, and insurance consulting. Able to design sales plans, provide clients with financial education, and offer product training to advisors and brokers. Experienced in identifying trends within the industry, developing meaningful client relationships, and implementing sales growth initiatives that benefit an organization's overall objectives as a business.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Insurance Business Development Manager
PNC Financial Services
, TX
12.2020 - Current
- Served as insurance expert for Wealth Management, developing strategies aligned with client finances.
- Collaborated with advisors and specialists to integrate insurance solutions for high-net-worth clients.
- Teamed with regional managers to measure and report on insurance performance and objectives.
- Acted as liaison between insurance product carriers, ensuring fiduciary compliance across all activities.
- Utilized CRM systems to track follow-ups, communications, and reporting efficiently.
- Trained internal financial advisors on insurance fundamentals, organizational operations, and regulatory updates.
- Guided clients in understanding available insurance plans, highlighting benefits and limitations.
- Closed sales on new policies by accurately presenting insurance options to clients.
- Identified potential clients, built relationships, and negotiated contracts.
Vice President Insurance Specialist
BBVA Compass Bank
, TX
02.2016 - 12.2020
- Developed business development strategies enhancing sales, market share, and profitability in assigned region.
- Collaborated with account executives and brokers to identify potential customers and coordinate product demonstrations.
- Consulted clients on insurance packages and investment opportunities to safeguard assets.
- Performed risk assessments for devising cross-functional solutions across life, health, and disability policies.
- Implemented financial plans tailored to clients' specific financial goals.
- Cultivated successful client relations to drive revenue growth.
- Reviewed insurance policies ensuring compliance with regulatory standards.
- Managed client inquiries providing timely support.
- Exceeded sales goals through upselling and cross-selling within existing client base as well as strategically attracting new business.
Insurance Specialist
Allstate
04.2006 - 02.2016
- Reviewed insurance policies to ensure compliance with existing regulations.
Provided guidance to customers regarding available insurance plans, their benefits, and limitations. - Participated in training programs designed to enhance the knowledge base in summary, skills, and experience, such as underwriting, sales, and product development.
- Developed and implemented strategies for reducing risk exposures and maximizing profitability.
- Explained different options to prospective clients, encouraging the sale of insurance policies that best fit their needs.
- Serviced existing portfolios, assisted members with coverage questions, and accurately processed policy endorsements.
- Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
Skills
- Business development and sales execution
- Advisor and broker management
- Product and financial education
- Insurance solutions and risk management
- Wealth and retirement strategies
- Stakeholder support and development
- Strategic planning and market assessment
- Sales enablement tools and marketing
- Client consultation
- Policy analysis
Certification
- Life & Health
- Property & Casualty
Languages
English
Native/ Bilingual
Spanish
Native/ Bilingual
Timeline
Insurance Business Development Manager
PNC Financial Services
12.2020 - Current
Vice President Insurance Specialist
BBVA Compass Bank
02.2016 - 12.2020
Insurance Specialist
Allstate
04.2006 - 02.2016
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