Samatha Colunga
Senior Insurance Agent
Dallas,TX
Work Preference
Summary
Goal-driven and ambitious professional with 12+ years’ experience in administration, operations coordination, bookkeeping, and client relationship management functions. Well organized, detail-oriented, and pro-active in approach to handling complex tasks with strict deadlines. Adept at conducting in-depth industry research and analyzing key data to form optimal insights.
Motivated Sales professional with demonstrated success in merchandising and strategic development. Confident and persuasive with exemplary product knowledge. Recognized for advanced sales and merchandising skills.
Overview
19
19
years of professional experience
Work History
Senior Insurance Agent
HealthCompare an Allstate Company
Dallas, TX
02.2021 - Current
- Developed comprehensive understanding of Medicare health insurance products to effectively address client needs.
- Established long-term relationships with clients, resulting in increased customer loyalty and retention rates.
- Generated referrals from satisfied customers through excellent rapport-building skills and genuine interest in their needs.
- Developed strong client relationships through consistent communication and outstanding service.
- Enhanced customer satisfaction by addressing concerns promptly and providing personalized solutions.
- Achieved top-ranking status among peers consistently by exceeding sales targets month after month.
- Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
- Served customers with knowledgeable, friendly support at every stage of shopping and purchasing.
- Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.
- Set and achieved company defined sales goals.
- Met existing customers to review current services and expand sales opportunities.
- Achieved or exceeded company-defined sales quotas.
- Selected correct products based on customer needs, product specifications and applicable regulations.
- Maintained current knowledge of evolving changes in marketplace.
- Facilitated enrollment processes, guiding clients through various plan options and benefits.
- Mentored junior sales agents, enhancing team performance and client engagement strategies.
- Developed comprehensive understanding of health insurance products to effectively address client needs.
- Answering 15-20 calls per day closing 3-6 sales per day with an 86% or higher placement rate.
Managing Partner
BigTex Firearms
Round Rock, TX
01.2008 - 01.2020
- Planned, implemented, and orchestrated daily business operations, ensuring full functionality and smooth-running of projects. Scheduled team workflows, meetings, and company events. Established, maintained, and strengthened key relationships with clients, vendors, and industry stakeholders. Cooperated in development of sales and marketing strategies focused on first responders and teachers to boost revenue growth. Managed projects to completion within time, scope, and budget constraints. Developed monthly and annual budgets. Created advanced Excel spreadsheets to maintain accurate and updated financial data. Tracked cash flow and expenditures to verify adherence to implemented budgets. Compiled detailed financial reports and statements to analyze financial performance. Communicated with clients via telephone and email on continuous basis to confirm delivery of highly satisfactory service. Maintained online calendar, inventory, and required documentation, ensuring compliance with regulations.
- Developed and implemented strategic business plans to enhance operational efficiency.
- Led cross-functional teams to optimize inventory management and distribution processes.
Education
Associate of Science - Hospitality, Hotel Restaurant Management
University of Phoenix
Austin, TX01.2010
Skills
- Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
- Sales presentations
- Objection handling
- Customer retention
- Problem-solving
- Active listening
- Relationship building
Accomplishments
Rookie of the year 2022
Leaders Club 2022-2025
Timeline
Senior Insurance Agent
HealthCompare an Allstate Company
02.2021 - Current
Managing Partner
BigTex Firearms
01.2008 - 01.2020
Associate of Science - Hospitality, Hotel Restaurant Management
University of Phoenix
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.