Summary
Overview
Work History
Education
Skills
Affiliations
Accomplishments
Certification
Languages
Timeline
Generic

Rudy Valle

San Diego,CA

Summary

Dynamic Insurance Agent and Department Manager with a proven track record at Primerica and 7Rowes. Specializes in crafting tailored insurance plans and leading high-performance teams. Expert in marketing strategies and customer service, significantly enhancing client satisfaction and team productivity. Demonstrates exceptional account management and business planning skills, ensuring compliance and driving sales growth.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Insurance Agent

Primerica
San Diego, CA
06.2023 - Current
  • Developed and implemented comprehensive insurance plans for clients according to their individual needs.
  • Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
  • Assessed customer risk levels and recommended appropriate coverage options.
  • Developed relationships with new clients through cold calling and referrals from existing customers.
  • Explained complex technical terms related to insurance plans in simple language for easy understanding.
  • Ensured compliance with applicable laws, regulations, and company policies while selling insurance products.

Department Manager

7Rowes
San Diego, CA
02.2021 - Current
  • Supervised, trained, and developed team members, enhancing their performance and professional growth.
  • Managed daily operations, ensuring efficient workflow and productivity.
  • Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
  • Planned and led team meetings to review business results and communicate new and ongoing priorities.
  • Lead and manage a team of five managers and 15 employees in the department, ensuring that all tasks are completed efficiently and on time.

Education

High School Diploma -

O'Farrell Charter
8300 Paradise Valley Rd, Suite 104 Spring Valley
06-2022

Skills

  • Marketing strategies
  • Quotes and sales
  • Cold calling
  • Customer service
  • Account management
  • Business planning

Affiliations

  • Christian
  • Athlete
  • Mentor
  • Personal trainer

Accomplishments

  • Lead my store in Donating 20k to the RMHC (Ronald Mcdonald House Charities)
  • Recognition award by RMCH
  • Awarded trophy for leading in the most donations out of the whole organization.
  • Department Manager

Certification

  • Insurance License
  • SIE Licensed

Languages

English
Native/ Bilingual
Spanish
Native/ Bilingual

Timeline

Insurance Agent

Primerica
06.2023 - Current

Department Manager

7Rowes
02.2021 - Current

High School Diploma -

O'Farrell Charter

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Rudy Valle