RENAY ZAPATA
Group Health Benefits Broker/ Account Executive
New Braunfels,TX
Summary
Motivated sales associate with 10 years of sales experience and over 13 years of customer service experience. Ability to build strong relationships to positively influence clients and colleagues, ability to take initiative, strong problem-solving skills, proficiency with Microsoft Office, effectively work in teams and cross-functionality, superior oral and written communication skills, dependable, hardworking and a can-do attitude. I can take responsibility and lead roles when given. Works well managing others and helping stay organized and up to date with customer quality care and sales processes.
Overview
13
13
years of professional experience
4
4
years of post-secondary education
Work History
Group Health Benefits Broker
EVCO Insurance Services
01.2024 - Current
- Leveraged a mix of cold calling and email campaigns to identify new business opportunities, successfully generating a pipeline of qualified leads.
- Built and maintained relationships with key industry stakeholders, such as HR managers, CFOs, and business owners through regular follow-ups and referral programs.
- Developed strong relationships with clients, earning their trust and loyalty through consistent communication and portfolio updates.
- Conducted in-depth needs analysis and consultations with prospective clients, understanding their current benefits packages and offering tailored solutions to improve cost-efficiency and employee satisfaction.
- Educated prospects on various health plan options, empowering them to make informed decisions about their group benefits futures.
- Managed client relationships by providing ongoing support, regular plan updates, and ensuring high levels of satisfaction, resulting in a 90%+ client retention rate.
Sr. Account Executive
Sana Benefits
04.2020 - 11.2023
- Responsible for developing business with prospective strategic customers as well as act as a benefits consultant gaining a thorough understanding of the customer's needs/business issues and selecting the appropriate solution to meet those needs
- Managed robust pipelines of business accumulating $1.1 million in annual revenue
- Business development including the following: territory management, lead identification and qualification, cold calling, setting appointments, creating and developing proposals and pricing models, creating and demonstrating presentations, closing sales through effective workflow documenting sales activities
- Mentored and assisted SDR reps through life of assigned leads and opportunities
- Accomplishments/Awards While Here:
- Presidents Club Recipient
- Was part of the foundational inbound account executive team
- Outperformed monthly, quarterly, and annual quotas from hire
- (Successfully onboarded 950 new employees in 2022)
- Q3 Account Executive of the Quarter 2023
Business Development Representative
New Stone Concepts
04.2018 - 04.2020
- Initially started out as a logistics coordinator responsible for taking incoming jobs, proofreading, ordering material, and scheduling within the company as well as with our client via phone call/email
- From there, I moved on to Business Development where I am asked to find new business leads in the greater Austin area from home builders, remodelers and production home builders
- Most leads I came up with are via online searches as well as LinkedIn searches
- All leads are entered into a sales target list database
- I do cold drops in office, cold phone calls and emails as well
- Any and all accounts I bring in are managed by me
Logistics Coordinator / Resident Services Manager
The Austonian
12.2016 - 04.2018
- As the Logistics coordinator my job was to plan and manage logistics, the loading dock, and customer services
- Visualize, facilitate, optimize, and coordinate the full order cycle from start to finish
- Liaise and negotiate with key players such as suppliers, manufacturers, vendors, and customers
- Track delivery timelines and productivity with general contractors
- Coordinate skills to oversee loading dock incoming deliveries and outgoing shipments
- Address any problems or complaints that may arise quickly and amicably
- Staying on budget, increase productivity, hone accuracy, and adhere to safety standards
- Also to analyze data and consider performance modifications and implement improvements
Customer Service Manager/Sales Support
RoofCrafters Inc.
03.2012 - 12.2016
- I was responsible for taking incoming calls from customers, potential leads, and manufacturers and taking care of their needs
- For current customers, I take information on their concerns or questions and direct them to the project coordinator
- For NEW potential customers, or leads, I take their basic information, enter them into the DataForma database, and distribute them to the appropriate salesman
- I was solely responsible for the upkeep for all leads from the time they call in to the time they are either signed or go a different direction
- In between, I am responsible for making sure that they do not fall off our salesman's radar
Education
High School Diploma -
Leander High School
Leander, TX 08.2004 - 06.2008
General Studies -
Austin Community College/Texas State
Austin, TXSkills
Sales Metrics and KPI's
Solution Selling
B2C and B2B Sales
Cold Calling
Customer Relationship Management
Inbound/Outbound Sales
Account Management and Retention
Project Management
Presentation Development and Delivery
Relationship Building
CRM Software Proficiency
Timeline
Group Health Benefits Broker
EVCO Insurance Services
01.2024 - Current
Sr. Account Executive
Sana Benefits
04.2020 - 11.2023
Business Development Representative
New Stone Concepts
04.2018 - 04.2020
Logistics Coordinator / Resident Services Manager
The Austonian
12.2016 - 04.2018
Customer Service Manager/Sales Support
RoofCrafters Inc.
03.2012 - 12.2016
High School Diploma -
Leander High School
08.2004 - 06.2008
General Studies -
Austin Community College/Texas State
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