Roberto Lujan Santurtun
San Antonio,TX
Summary
Proven expertise in insurance products, service and customer needs. Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day. Identifies and resolves concerns while promoting new products and meeting sales objectives.
Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Hardworking employee with customer service, multitasking, and time management abilities. Devoted to giving every customer a positive and memorable experience.
Committed job seeker with a history of meeting company needs with consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
An organized and motivated individual, eager to utilize time management and organizational skills across diverse settings. Seeking entry-level opportunities to enhance abilities while contributing to company growth.
Overview
9
9
years of professional experience
2
2
years of post-secondary education
Work History
Independent Insurance Agent
Independent
San Antonio, Texas
06.2025 - Current
- Educated clients on insurance options and policy details.
- Assisted clients in completing insurance applications and documentation.
- Analyzed client needs to recommend suitable insurance products.
- Managed client relationships through regular follow-ups and communications.
- Educated customers on the importance of maintaining adequate insurance coverage.
- Responded to customer inquiries and problems to promote great service.
Sales Representative and Customer Service
Primary Auto Recycling and Towing Service
San Antonio, Texas
03.2020 - Current
- Developed strong customer relationships through effective communication and personalized service.
- Facilitated vehicle sales by conducting thorough product demonstrations and explaining features.
- Managed inventory control by tracking incoming and outgoing vehicles efficiently.
- Collaborated with team members to strategize marketing efforts for auto recycling services.
- Resolved customer complaints promptly, maintaining high satisfaction levels in service delivery.
- Developed key customer relationships to increase sales.
- Developed customized sales techniques to successfully sell and upsell services to new and existing clients.
- Generated new sales leads through cold calling and networking activities.
- Maintained accurate records of all sales and prospecting activities.
- Analyzed customer feedback to improve products and services.
- Created detailed reports on daily, weekly, and monthly sales activity.
- Identified opportunities for cross-selling additional products and services.
- Managed inventory levels by ordering sufficient stock for each account.
- Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
Executive Sales Representative
Quaker State
Mexico, Mx
03.2017 - 12.2019
- Managed customer relationships to ensure satisfaction and retention.
- Developed sales strategies to enhance market presence and growth.
- Collaborated with marketing teams to align messaging and promotions.
- Conducted market research to identify new business opportunities.
- Prepared and delivered product presentations to prospective clients.
- Trained junior sales staff on best practices and product knowledge.
- Analyzed sales data to refine techniques and improve performance.
- Negotiated contracts with key accounts for optimal terms and conditions.
- Negotiated contracts with clients, ensuring terms were mutually beneficial.
- Created presentations for prospective customers outlining product features, benefits, pricing models.
- Provided feedback on products and services based on customer feedback gathered during visits or calls.
- Attended industry events such as trade shows and conferences to promote company brand awareness.
- Developed marketing materials, including brochures, flyers, and web content tailored specifically for target audiences.
- Maintained accurate records of customer interactions and transactions using CRM software.
- Researched current trends in the industry to stay informed of changes in the marketplace.
- Prepared detailed reports for senior management regarding sales performance, pipeline activity, forecast accuracy.
- Analyzed data from customer surveys to identify areas of improvement in products or services offered.
- Participated in regular team meetings to discuss progress towards goals and strategies for achieving them.
- Collaborated with other departments to ensure seamless delivery of solutions that meet customer requirements.
- Worked closely with internal teams such as finance, operations and logistics to ensure timely fulfillment of orders.
- Maintained relationships with existing customers by providing timely follow-up services and responding promptly to inquiries.
- Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
Education
Marketing - Marketing Management
Univer
Guadalajara, Mx 09.2000 - 01.2003
Skills
- Insurance policy analysis
- Claims processing
- Risk assessment
- Regulatory compliance
- Client needs assessment
- Customer relationship management
- Sales forecasting
- Market research
- Problem solving
- Negotiation skills
- Team collaboration
- Effective communication
- Territory expansion
- New client acquisition
- Upselling
- Marketing management
- Health insurance
- Licensed insurance agent
- Marketing strategies
- Business planning
- Account management
- Client needs analysis
- Financial analysis software
- Email marketing
- Negotiation
- Life insurance
- Prospective client identification
- Quotes and sales
- Cold calling
- Operations management
- Client relations
- Professionalism and ethics
- Client retention
- Client account management
- Customer service
- Negotiation abilities
- Communication skills
- Direct marketing
- Sales reporting
- Client prospecting
Languages
Spanish
Native/ Bilingual
English
Professional
References
References available upon request.
Timeline
Independent Insurance Agent
Independent
06.2025 - Current
Sales Representative and Customer Service
Primary Auto Recycling and Towing Service
03.2020 - Current
Executive Sales Representative
Quaker State
03.2017 - 12.2019
Marketing - Marketing Management
Univer
09.2000 - 01.2003