Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Awards

SABAS MARTINEZ

San Antonio,TX

Summary

Skilled account management professional with proven track record in fostering client relationships, driving revenue growth, and managing complex accounts. Known for strong focus on team collaboration, adaptability, and delivering results. Expertise includes strategic planning, client communication, and problem-solving. Highly reliable and flexible in meeting changing business needs.

Overview

17
17
years of professional experience
1
1
Certification

Work History

Account Manager, Multinational

Marsh USA LLC
02.2023 - Current
  • Increased client satisfaction by building strong relationships and addressing their needs promptly.
  • Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
  • Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
  • Successfully resolved escalated issues, preventing potential loss of valuable clients while maintaining positive relationships with all parties involved.
  • Conducted regular account reviews to identify areas for improvement and ensure continued success.
  • Fostered detailed understanding of product offerings, enabling effective communication of features and benefits to clients.

Commercial Lines Underwriter

Brown & Brown Insurance
04.2017 - Current
  • Identifying prospects for business from existing and prospective clients
  • Maintaining a consistently strong and active new business pipeline
  • Developing new relationships with individuals responsible for insurance and risk management decisions at prospective clients
  • Aggressively identifying and pursuing cross-selling opportunities amongst existing clients
  • Obtaining referral leads from existing clients
  • Participating and taking leadership roles in targeted civic and professional associations
  • Designing individual prospect sales strategies and developing unique prospect programs
  • Understanding our value proposition for each opportunity and aligning the firm’s resources and expertise with individual client sales strategies
  • Maintaining consistent and high-quality touch points with clients and prospects
  • Providing proactive risk management advice to existing clients and resolving client issues before they become “problems”
  • Championing the proper advocacy of claims
  • Contributing to the performance management and career development of team members
  • Perform other duties as assigned.

Commercial Insurance Agent

Justine Gonzalez Farmers Insurance
06.2015 - 04.2017
  • New agency helped establish commercial markets and best practices
  • Marketing campaigns through media sources and direct to potential clients
  • Manage new accounts from initial application, inspection and after policy was in force
  • Endorsement requests as well as audit and inspection recommendations for the insureds.

Commercial Account Manager/Producer

Nationwide Insurance Sanford Scott Agency
05.2014 - 06.2016
  • Manage and Maintain the current book of clients for renewal, certificates, coverage and offer new product lines
  • Market and network for new potential clients through mailing advertisements, cold calls and membership groups
  • Front line underwrite potential risks prepare applications and supplemental forms for market
  • Prepare and deliver proposals and recommendations to the clients
  • Accomplishments
  • Successfully set up a network for referral business through marketing and network group efforts to ensure growth of the book
  • Set in place management of the current book of business to stream line and deliver higher quality of customer service.

Direct Retention Agent

Nationwide Mutual Insurance Company
10.2008 - 11.2013
  • Makes and receives calls from current policyholders to perform various retention-related activities, including cross-selling additional Nationwide products. Meets customer service production expectations and quality standards. Receives sales calls, quotes and binds new business, and is responsible for the respective related documents for all states, including those with complex underwriting guidelines.
  • Contacts policyholders after their claim has been closed to provide a service review and inquire about their claims experience.
  • Contacts customers to save policies from cancellation. Acquires all required trailing documents, underwriting requests or other documentation necessary to resolve issues.
  • Contacts current policyholders via telephone to process policy changes and advise policyholder on retention-related efforts from underwriting on more complex situations.
  • Responds to ad hoc retention-related opportunities; internal phone transfers, emails, chat request and notifications from the service center, Nationwide Financial, etc.
  • Interprets contracts and/or policy provisions to provide explanations and information to customers regarding coverage for all property and casualty and other product policies. Determines and enters accurate information into all related systems.
  • Maintains current, in-depth understanding of customer service techniques, overall processing and product updates and related system improvements.
  • Serves as subject matter authority on such topics as system changes, user acceptance testing, new product releases and assistance in the roll out and adoption with peers. Participates in user meetings with Nationwide Technology, project team and consultants. Assigned to miscellaneous projects.
  • Provides process and performance improvement recommendations.

Education

Property and Casualty

Nationwide Property and Casualty Sales Training, Columbus, OH
01.2015

High School Diploma - undefined

William Howard Taft High School
01.2001

Skills

  • Underwriting
  • Customer service
  • Microsoft Office Systems
  • Insurance Producer Computer Systems
  • Teamwork and Collaboration
  • Work Planning and Prioritization
  • Project Management
  • Presentation Skills
  • Team Leadership
  • Production Operations
  • Time Management
  • Problem-Solving
  • Task Delegation
  • Research Information Sourcing
  • Verbal and Written Communication
  • Critical Thinking
  • Managing Risk
  • Influencing Business Growth
  • Problem Resolution
  • Relationship Building
  • Account management
  • Client relations
  • Teamwork and collaboration
  • National accounts
  • Invoice balancing
  • Business process optimization
  • Goals and performance

Accomplishments

  • Member of the Restaurant Association of San Antonio, for local businesses in the restaurant industry or supporting the local restaurants for networking, education and business support
  • Business Owning Basics: A seminar myself and 4 other speakers put on to help educate business owners in starting and operating a successful business
  • Collaborated with team of 5 in the development of insurance carrier knowledge class. A breakdown of current carrier markets and their points of contact, appetite and any highlights setting them apart from other markets.
  • Training - Designed and executed new agent training program for commercial team, increasing employee productivity and product knowledge.

Certification

  • Certifications and Licenses Property & Casualty License
  • Groups Member BNI The San Antonio Chapter August 2015 to 2023

Timeline

Account Manager, Multinational - Marsh USA LLC
02.2023 - Current
Commercial Lines Underwriter - Brown & Brown Insurance
04.2017 - Current
Commercial Insurance Agent - Justine Gonzalez Farmers Insurance
06.2015 - 04.2017
Commercial Account Manager/Producer - Nationwide Insurance Sanford Scott Agency
05.2014 - 06.2016
Direct Retention Agent - Nationwide Mutual Insurance Company
10.2008 - 11.2013
William Howard Taft High School - High School Diploma,
Nationwide Property and Casualty Sales Training - , Property and Casualty

Awards

Nationwide Property and Casualty Member San Antonio Restaurant Association

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