Raquel Ortega
Summary
Dynamic sales professional with a proven track record at Reliable Life Insurance, excelling in customer service and sales training. Successfully enhanced customer satisfaction and retention through strategic initiatives. Adept at staff management and delivering impactful sales presentations, fostering a high-performing team environment.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Sales Consultant
Progressive
2024.11 - Current
- Developed product knowledge to assist customers in choosing appropriate solutions.
- Engaged with clients to understand needs and provide tailored recommendations.
- Inbound call from progressive customers to service their needs regarding auto insurance
Sales Supervisor
Reliable Life Insurance
- 20 yrs experience with this company. 10 yrs as a sales consultant and 10 yrs staff manager
- Trained and mentored new sales representatives on product knowledge and customer engagement techniques.
- Developed and implemented strategies to enhance customer satisfaction and retention rates.
- Home service company
- Collecting premiums from policyholders. Giving them service helping what they needed and update their life insurance
Education
No Degree - Human Resources Management
The University of Texas At Brownsville
Skills
- Customer service
- Sales presentations
- Sales training
- Staff management
- Inbound/outbond calls
Certification
Life Insurance License
property Casualty license
All Lines Claims Adjuster
Languages
English
Professional Working
Spanish
Native or Bilingual
Timeline
Sales Consultant
Progressive
2024.11 - Current
Sales Supervisor
Reliable Life Insurance
No Degree - Human Resources Management
The University of Texas At Brownsville