Samatha Colunga
Cross Roads ,TX
Summary
Senior insurance sales agent with consistent performance exceeding sales targets and earning top rankings. Expertise in Medicare products and client retention strategies that support long-term relationships. Demonstrated ability to improve revenue through upselling and persuasive sales presentations.
Overview
1
1
Certification
18
18
years of professional experience
Work History
Senior Insurance Agent
HealthCompare an Allstate Company
02.2021 - Current
- Developed comprehensive understanding of Medicare health insurance products to effectively address client needs.
- Achieved top-ranking status among peers consistently by exceeding sales targets month after month.
- Achieved or exceeded company-defined sales quotas.
- Set and achieved company defined sales goals.
- Answering 15-20 calls per day closing 3-6 sales per day with an 86% or higher placement rate.
- Established long-term relationships with clients, resulting in increased customer loyalty and retention rates.
- Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.
- Enhanced customer satisfaction by addressing concerns promptly and providing personalized solutions.
- Set specific sales goals and achieved them consistently through focused efforts.
- Achieved sales quotas set by the company through dedicated effort and strategic planning.
- Selected correct products based on customer needs, product specifications and applicable regulations.
- Met existing customers to review current services and expand sales opportunities.
- Maintained current knowledge of evolving changes in marketplace.
- Mentored junior sales agents, enhancing team performance and client engagement strategies.
- Served customers with knowledgeable, friendly support at every stage of shopping and purchasing.
Managing Partner
BigTex Firearms
Round Rock, TX
06.2008 - 06.2020
- Supported daily business operations to keep projects running smoothly.
- Assisted with scheduling team workflows, meetings, and company events.
- Built and maintained client, vendor, and industry relationships to support service delivery and business needs.
- Helped develop sales and marketing strategies focused on first responders and teachers to support revenue growth.
- Managed projects from start to finish within time, scope, and budget limits.
- Prepared monthly and annual budgets.
- Created advanced Excel spreadsheets to keep financial data accurate and current.
- Monitored cash flow and expenses to support budget compliance.
- Compiled financial reports and statements to review performance.
- Communicated with clients by phone and email to maintain high service standards.
- Maintained online calendars, inventory records, and required documentation to support regulatory compliance.
- Led cross-functional teams to improve inventory management and distribution processes.
- Supported daily business operations to keep projects running smoothly.
- Assisted with scheduling team workflows, meetings, and company events.
- Built and maintained client, vendor, and industry relationships to support service delivery and business needs.
- Helped develop sales and marketing strategies focused on first responders and teachers to support revenue growth.
- Managed projects from start to finish within time, scope, and budget limits.
- Prepared monthly and annual budgets.
- Created advanced Excel spreadsheets to keep financial data accurate and current.
- Monitored cash flow and expenses to support budget compliance.
- Compiled financial reports and statements to review performance.
- Communicated with clients by phone and email to maintain high service standards.
- Maintained online calendars, inventory records, and required documentation to support regulatory compliance.
Education
Associate of Science - Hospitality, Hotel Restaurant Management
University of Phoenix
Austin, TX01.2010
Skills
- Microsoft Office Suite
- Medicare product knowledge
- Client retention strategies
- Regulatory compliance
- Upselling techniques
- Customer service excellence
- Policy renewals management
- Life and private insurance
- Vision and dental insurance expertise
- Sales presentations delivery
- Objection handling skills
- Problem solving abilities
- Active listening skills
- Relationship building strategies
- Time management proficiency
Accomplishments
Rookie of the year 2022
Leaders Club 2022-2025
Leaders Club 2022-2025
Qualifications Summary
- Demonstrated value-added expertise in handling client communications via telephone, email, and in-person, with success boosting client satisfaction.
- Highly experienced in strategic planning, business development, budget management, and revenue growth strategies.
- Strong organization, time management, analytical, relationship building, data processing, report development, and administration skills.
Career Experience
01-2008
Certification
AHIP Certification
Anti-money laundering (LIMRA AML) certification
Health and Life insurance license
Anti-money laundering (LIMRA AML) certification
Health and Life insurance license
Timeline
Senior Insurance Agent
HealthCompare an Allstate Company
02.2021 - Current
Managing Partner
BigTex Firearms
06.2008 - 06.2020
Associate of Science - Hospitality, Hotel Restaurant Management
University of Phoenix