SAMANTHA ALVAREZ
Roanoke,VA
Summary
Results-driven business professional with a creative and detail-oriented approach. Proven track record of driving company success and growth in the Insurance Industry. Skilled in sales process, building strong relationships, providing exceptional support, and effective project management. Excellent communication, multi-tasking, and project management skills.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Server/Bartender
Leonores Restaurant
01.2023 - Current
- Responsible for taking food and beverage orders from customers
- Perform daily maintenance duties such as restocking and cleaning
- Manage and maintain the cash register and handle customer transactions
- Accurately recorded and processed payments.
Agency Manager & Sales Support
HIEG Partners, LLC
01.2020 - 01.2022
- Managed daily operations of insurance agency, including sales, customer service and marketing initiatives
- Coached team members on effective sales techniques and provided constructive feedback to enhance performance
- Organized training sessions for staff on product knowledge, customer service practices and other relevant topics
- Developed innovative strategies for cross-selling additional products and services based on customer needs
- Managed a team of 15 staff members, providing guidance and support as needed
- Ensured compliance with Agency's and Sales Agents' resident and non-resident licenses
- Reviewed financial statements, sales reports, and other performance data to measure productivity
- Negotiated contracts with FMOs and Carriers on behalf of the agency.
Business Operations Manager
First Health Solution, LLC
02.2016 - 12.2019
- Directed & oversaw daily Insurance Agency's internal departments' activities and performance, including Administrative, Marketing, Customer Service, and Sales
- Assisted Sales Manager with training new employees on company products and processes
- Spearheaded the creation and implementation of Medicare department for a wide range of functional business areas including - operations, business development, recruiting, training (new hire and ongoing)
- Developed training materials for new hires to ensure they had the necessary knowledge and skills needed for their role
- Recognized & corrected gaps within the Sales and/or Customer service trainings to assist Managers while developing their Sales Agents and Customer Service Representatives
- Collaborated with Sales Manager to develop a well-established B2C sales tracker and identified potential up-sell opportunities for new customers leading to $550k in incremental sales that were 20% above plan for 2019
- Created a KPI tracking system including cost of marketing and payroll to provide profitably and examine the sales ranking of each agent for the company.
Staff Accountant
Nelson & Associates, CPA
10.2009 - 01.2016
- Prepared, examined, or analyzed accounting records, financial statements, or other financial reports to assess accuracy, completeness, and conformance to reporting and procedural standards
- Recorded fixed asset additions, disposals and depreciation and reconciled to general ledger
- Prepared quarterly balance sheet and income statement analytics for management reporting
- Assisted Controller with accounting, bookkeeping, financial record reconciliations
- Prepared and maintained fixed asset depreciation schedule
- Maintained general ledger and prepared general ledger entries.
Education
Associate in Arts (A.A.) - Business Administration
MIAMI DADE COLLEGE
01.2012
Skills
- Spanish Speaker
- Problem Solving Skills
- Decision Making
- Effective Selling Techniques
- Coaching And Mentoring
- Health Insurance Industry Knowledge
Certification
- Certified Public Bookkeeper
- Microsoft Certified Professional
- Microsoft 365 Certified
Personal Information
Title: MEDICARE SALES AGENT
References
References available upon request
Timeline
Server/Bartender
Leonores Restaurant
01.2023 - Current
Agency Manager & Sales Support
HIEG Partners, LLC
01.2020 - 01.2022
Business Operations Manager
First Health Solution, LLC
02.2016 - 12.2019
Staff Accountant
Nelson & Associates, CPA
10.2009 - 01.2016
Associate in Arts (A.A.) - Business Administration
MIAMI DADE COLLEGE