Samantha Lopez
Lubbock,TX
Summary
Collaborative leader with dedication to partnering with coworkers to promote engaged, empowering work culture. Documented strengths in building and maintaining relationships with diverse range of individuals in dynamic, fast-paced settings.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Agency Development Manager
Colonial Life & Accidental Insurance
05.2023 - Current
- Answered phone calls and e-mails regarding inquiries and arranged meetings for official business.
- Managed staff performance of staff by proactively addressing deficiencies and training weaknesses.
- Attended seminars, conferences and organizational activities to maintain management expertise.
- Approved staff hiring, termination, promotions and department transfers.
- Maintained personnel files and regularly conducted audits to verify accuracy of information.
- Protected client and co-worker confidentiality, maintained data privacy compliance and adhered to HIPAA restrictions.
- Networked and assisted county, state and federal government agencies.
- Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty.
Unit Sales Supervisor
Bankers Life & Casualty Insurance
07.2021 - 05.2023
- Handled customer relations issues, enabling quick resolution, and client satisfaction.
- Resolved customer issues quickly to close deals and boost client satisfaction.
- Maintained relationships with customers and found new ones by identifying needs and offering appropriate services.
- Conducted team meetings to reinforce goals and objectives and set clear expectations about policies and procedures.
- Coached and counseled sales personnel, assisting with individual selling efforts and helping sales representatives reach targets.
- Coached employees in successful selling methods and encouraged cross-selling to drive revenue.
- Grew sales and boosted profits, applying proactive management strategies and enhancing sales training.
- Met with clients, delivering presentations, and educating on product and service features and offerings.
- Closed lucrative sales deals using strong negotiation and persuasion skills.
- Maintained ethical and positive working environment to reduce turnover and promote high retention rates.
- Evaluated performance against goals and implemented appropriate development plans.
- Identified, hired and trained highly-qualified staff by teaching best practices, procedures, and sales strategies.
Unit Field Trainer
Bankers Life & Casualty Insurance
06.2018 - 07.2021
- Evaluated success of training programs and recommended improvements to upper management to enhance effectiveness.
- Trained staff during demonstrations, meetings, conferences, and workshops.
- Conducted orientation sessions and organized on-the-job training for new hires.
- Communicated all learning and performance objectives, schedules, and training assessments to upper management.
- Trained new hires to perform cross-training exercises with experienced workers.
- Directed field training to enhance participants' skills.
- Directed training programs and development paths for managers and supervisors.
- Implemented new learning strategies depending upon employees' skill levels.
Insurance Agent
Bankers Life
10.2017 - 06.2018
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Maintained high standards of customer service by building relationships with clients.
- Cross-sold insurance products to existing clients to reach sales targets.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
- Developed and implemented marketing strategies to boost sales and increase customer base.
- Created detailed reports for management to track performance and sales.
Administrative Assistant
Lubbock State Supported Living Center
10.2006 - 10.2017
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Restocked supplies and placed purchase orders to maintain adequate stock levels.
- Executed record filing system to improve document organization and management.
- Scheduled office meetings and client appointments for staff teams.
- Coordinated and scheduled meetings and conference calls to optimize scheduling of senior staff.
- Assisted development and implementation of new administrative procedures.
- Sorted and distributed office mail and recorded incoming shipments for corporate records.
- Created and maintained databases to track and record customer data.
- Received and sorted incoming mail and packages to record, dispatch, or distribute to correct recipient.
- Developed and updated spreadsheets and databases to track, analyze, and report on performance and sales data.
- Managed filing system, entered data and completed other clerical tasks.
- Managed department budgets and generated financial reports for management review.
- Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
- Assisted coworkers and staff members with special tasks on daily basis.
- Interacted with vendors, contractors and professional services personnel to receive orders, direct activities, and communicate instructions.
Education
No Degree - Business Administration
South Plains College
Levelland, TXHigh School Diploma -
Lubbock High School
Lubbock, TX05.1997
Skills
- Revenue Generation
- Relationship Building
- Sales Growth
- Schedule Management
- Customer Service
- Hiring and Training
- Decision-Making
- Computer Skills
- Problem Resolution
- Teamwork and Collaboration
- Business Development
- Professional and Courteous
Certification
- General Lines - Life, Accident, Health, and HMO (TX & NM)
Timeline
Agency Development Manager
Colonial Life & Accidental Insurance
05.2023 - Current
Unit Sales Supervisor
Bankers Life & Casualty Insurance
07.2021 - 05.2023
Unit Field Trainer
Bankers Life & Casualty Insurance
06.2018 - 07.2021
Insurance Agent
Bankers Life
10.2017 - 06.2018
Administrative Assistant
Lubbock State Supported Living Center
10.2006 - 10.2017
No Degree - Business Administration
South Plains College
High School Diploma -
Lubbock High School
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