Sean Contreras
Tucson,AZ
Summary
Hardworking employee with customer service, multitasking, and time management abilities. Devoted to giving every customer a positive and memorable experience.
Experienced in fast-paced environments and adaptable to last-minute changes. Thrives under pressure and consistently earns high marks for work quality and speed. Adaptable professional with a quick-learning ability and a talent for adjusting to new environments. Skilled in rapidly acquiring new knowledge and applying it effectively. Driven by a passion for continuous learning and successfully navigating change.
Work History
Licensed Life Insurance Agent
Broadpath
Tucson, AZ
08.2024 - Current
- Delivered high-level customer service while answering phones and generating sales.
- Developed and implemented sales strategies to increase customer base for life insurance products.
- Explained policy coverage details and answered any inquiries about policy features and benefits.
- Monitored changes in regulations affecting life insurance products.
- Coordinated with subject matter experts to develop effective training content.
Call Center Lead
Earths Healing
Tucson, AZ
04.2020 - 06.2024
- Attended to customer inquiries promptly during inbound call activities.
- Resolved escalated customer complaints and disputes over the phone or via email.
- Implemented quality assurance programs to ensure that all agents were providing top-notch customer service experiences.
- Worked closely with senior management to develop strategies for improving customer satisfaction ratings.
- Collaborated with other departments such as IT, HR, Sales and Marketing on projects related to call center operations.
- Identified areas where additional training was needed among staff members in order to better equip them for success.
- Provided training to new call center agents on the phone system, customer service protocols and procedures.
Allstate Insurance Agent
Allstate Insurance
Tucson, AZ
12.2019 - 03.2020
- Developed relationships with new clients through cold calling and referrals from existing customers.
- Maintained accurate records of all insurance transactions using computer software systems.
- Participated in continuing education courses to stay current on industry trends and changes in regulations.
- Generated reports detailing sales activities, client interactions, and progress towards goals.
- Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
- Explained complex technical terms related to insurance plans in simple language for easy understanding.
- Negotiated contracts between insurers and insured parties in order to obtain favorable terms for both sides.
Account Executive
J D Mellberg Financial
Tucson, AZ
05.2017 - 06.2019
- JD Mellberg was a great way to enhance sales technique over the phone to high-end clients and prospects.
- Constantly excelled and achieved a higher understanding of marketing, time management, and investment opportunities.
- Manage schedules for financial advisors nationwide and connect them with potential investors.
- Developed and implemented a comprehensive sales plan to increase revenue in assigned territory.
- Cultivated relationships with key decision makers through regular client visits and follow-up calls.
- Provided timely customer service support to resolve any issues quickly and efficiently.
- Collaborated with cross-functional teams such as finance, operations, legal, and marketing to identify new opportunities for growth.
- Maintained accurate records of all sales activities using CRM software systems.
- Utilized CRM to collect, organize and manage sales data and customer information.
Education
Some College (No Degree) - Business Management
High School Diploma -
Skills
- Building Relationships
- Referral management
- Insurance Policy Sales
- Insurance sales strategy
- Cold Calling
- Team training and development
- Client Service
- Client Account Management
- Policy Management
- Lead prospecting
- Appointment Scheduling
- Information Processing
- Project Management
- Documentation
Certification
- Life & Health Insurance License