Roxanna Lopez
Escondido,CA
Summary
Customer-oriented, strategic-thinking sales management professional successful in cultivating partnerships, retaining top accounts and growing profit channels. Multi-tasking and self-motivated leader with expertise in expanding network connections and persuasively introducing products. Well-versed in implementing pricing models, managing vendor relations and expanding territory.
Overview
2
2
Languages
17
17
years of post-secondary education
16
16
years of professional experience
Work History
Sales Manager
Freeway Insurance Agency
San Marcos, California
11.2011 - Current
- Led sales team to achieve monthly targets through effective coaching.
- Developed training programs for new sales staff to enhance performance.
- Collaborated with marketing to create promotional campaigns for insurance products.
- Advised clients on insurance coverage options and policy selections.
- Managed client accounts and renewals to ensure compliance with regulations.
- Conducted risk assessments to identify coverage gaps for clients.
- Collaborated with underwriters to secure optimal policy terms for clients.
- Educated clients on claims processes and documentation requirements.
- Developed and maintained relationships with insurers to enhance service offerings.
- Researched market trends to provide informed recommendations to clients.
- Organized seminars and workshops to promote insurance products and services.
- Served as a point of contact for customers throughout the life cycle of their policies.
- Promoted client retention through high-quality service and follow through.
- Conducted market research to identify competitive rates for clients.
- Built relationships with external parties, such as carriers, vendors, and regulators.
T-Mobile representive
T-Mobile
San Marcos, CA
01.2011 - 11.2011
- Completed day-to-day duties accurately and efficiently.
- Contributed innovative ideas and solutions to enhance team performance and outcomes.
- Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
Education
Personal Lines - Personal Lines
State of California
02.2012 - 09.2026
Life Insurance - Life Insurance
State of California
05.2024 - 09.2026
Foot Hills High School
San Marcos, CASkills
- Sales training
- Client relationship management
- Risk assessment
- Market research
Languages
English
Professional
Spanish
Professional
Timeline
Life Insurance - Life Insurance
State of California
05.2024 - 09.2026
Personal Lines - Personal Lines
State of California
02.2012 - 09.2026
Sales Manager
Freeway Insurance Agency
11.2011 - Current
T-Mobile representive
T-Mobile
01.2011 - 11.2011
Foot Hills High School