PRISCILLA FERNANDEZ
Duarte,CA
Summary
Results-driven Sales Manager with 20+ years of experience in the insurance industry, specializing in Property & Casualty. Proven ability to drive team performance, support execution of business initiatives, and improve processes to meet organizational goals. Experienced in identifying challenges, providing input on solutions, and helping implement new processes and tools across teams. Strong skills in communication, prioritization, and problem-solving, with the ability to influence outcomes and ensure follow-through. Bilingual in English and Spanish, focused on delivering results and continuous improvement.
Overview
20
20
years of professional experience
Work History
SALES MANAGER
Answer Financial
Los Angeles, CA
01.2015 - Current
- Consistently led team performance and execution of key business initiatives, resulting in #1 ranking among ten teams from 2018 to 2023.
- Drove implementation of sales processes and performance strategies by coaching agents and ensuring alignment with organizational goals.
- Facilitated regular team meetings and one-on-one sessions to communicate priorities, track progress, and address performance gaps.
- Implemented and utilized performance tracking systems within the Verint platform to monitor results, identify trends, and support data-driven decision-making.
- Identified performance challenges and contributed to solution development by providing recommendations to leadership on process improvements, incentives, and lead management strategies.
- Supported execution of new processes and tools by training agents, ensuring adoption, and maintaining compliance with company standards.
- Collaborated with cross-functional teams across the organization to share best practices, improve workflows, and support business growth initiatives.
- Built strong partnerships with Primerica nationwide, communicating business processes and aligning efforts to drive consistent results.
- Participated in recruiting and onboarding efforts, supporting team growth and maintaining alignment with organizational standards.
INSURANCE SALES AGENT
Answer Financial
Los Angeles, CA
03.2010 - 12.2014
- Consistently exceeded sales targets by analyzing customer needs, providing consultative guidance, and coordinating across 15+ carriers nationwide to deliver tailored insurance solutions.
- Achieved high sales closure rates through a determined focus on closing deals on the first call, setting up callbacks and following up diligently, and maximizing daily productivity to drive policy sales in a fast-paced environment.
- Established successful one-on-one partnerships with business partners, leveraging these relationships to better understand their needs, network effectively, and connect with clients who preferred to work exclusively with me, resulting in increased sales and enhanced customer satisfaction.
- Maintained high standards of service and compliance by demonstrating comprehensive knowledge of carrier guidelines and staying updated on product offerings and company procedures, ensuring accurate recommendations.
- Contributed to overall business success by consistently achieving performance objectives through strategic alignment with corporate goals, productivity benchmarks, and customer satisfaction metrics, showing a commitment to exceeding expectations.
INSURANCE CUSTOMER SERVICE REPRESENTATIVE
21st Century Insurance
Woodland Hills, CA
03.2006 - 01.2010
- Enhanced customer satisfaction and retention by delivering bilingual support in English and Spanish, managing 20+ daily customer interactions across calls, emails, and inquiries while ensuring accuracy and compliance.
- Resolved customer issues efficiently by providing guidance on policy changes, coverage, and basic claims questions, maintaining high service standards.
- Consistently met performance targets by adhering to service level agreements, managing time effectively, and maintaining high customer satisfaction ratings.
Education
CPCU -
The Institute For Knowledge Group
03-2027
Bachelor of Arts - Communications
California State University, Long Beach
Long Beach, CA05-2005
Skills
- Stakeholder Communication & Relationship Management
- Time Management & Prioritization
- Process Improvement & Workflow Optimization
- Team Leadership & Influence
- Analytical Thinking & Performance Tracking
- Adaptability & Change Agility
Accomplishments
- Awarded 'Manager of the Year' for four consecutive years (2020, 2021, 2022, 2023).
LANGUAGES
Spanish
Full Professional
Timeline
SALES MANAGER
Answer Financial
01.2015 - Current
INSURANCE SALES AGENT
Answer Financial
03.2010 - 12.2014
INSURANCE CUSTOMER SERVICE REPRESENTATIVE
21st Century Insurance
03.2006 - 01.2010
CPCU -
The Institute For Knowledge Group
Bachelor of Arts - Communications
California State University, Long Beach