Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Sarah Puentes

Lakeland,FL

Summary

Dynamic leader and entrepreneur with a proven track record at Unidos Enterprise LLC, specializing in operational planning and culture building. Achieved significant client retention and referrals through innovative business planning and sales optimization strategies. Expert in financial management and customer service, consistently exceeding goals with strategic insights. Aiming to leverage extensive experience to drive further growth in a forward-thinking organization.

Overview

14
14
years of professional experience

Work History

Entrepreneur

Eva's Treasures 4 All
Richmond, VA
10.2014 - 10.2023
  • Established pricing structures for products and services.
  • Operated register, handled cash and processed credit card transactions.
  • Participated in trade shows and sales events to promote products.
  • Assisted customers in selecting appropriate products or services for their needs.
  • Completed day-to-day duties accurately and efficiently.
  • Managed inventory and supplies to ensure materials were available when needed.

President

Unidos Enterprise LLC
N Chesterfield, VA
09.2013 - 10.2023
  • Achieved repeat business and referrals through personalized services.
  • Oversaw daily administrative tasks such as payroll processing, budgeting, accounts payable, receivable management, and financial management.
  • Maintained relationships with existing clients by providing superior customer service when attending to customers face-to-face or through phone conversations.
  • Completed day-to-day duties accurately and efficiently.
  • Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
  • Verified identification of signee by looking through identification documents, licenses and passports.

Insurance Agent

Consolidated Insurance Agency
N Chesterfield, VA
01.2010 - 02.2014
  • Conducted research to identify competitive rates and benefits offered by other providers.
  • Explained coverage options to potential policyholders, answering questions or concerns.
  • Gathered detailed information from customers prior to offering quotes or making recommendations.
  • Processed payments received from clients promptly according to established procedures.
  • Maintained accurate records of all insurance transactions using computer software systems.
  • Responded to customer inquiries and problems to promote great service.

Education

Associate of Science - Medical Billing And Coding

Fortis College
Mulberry, FL
04-2012

Skills

  • Operational planning
  • Culture building
  • Innovative mindset
  • Business planning
  • Goal setting
  • Sales Optimization
  • Entrepreneurial personality
  • Customer relations

Languages

English
Native/ Bilingual
Spanish
Native/ Bilingual

Timeline

Entrepreneur

Eva's Treasures 4 All
10.2014 - 10.2023

President

Unidos Enterprise LLC
09.2013 - 10.2023

Insurance Agent

Consolidated Insurance Agency
01.2010 - 02.2014

Associate of Science - Medical Billing And Coding

Fortis College

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Sarah Puentes