Shaneese Paez
Port Saint Lucie
Summary
Personable and results-driven individual with keen sense for identifying and capitalizing on sales opportunities. Well-versed in market analysis and customer relationship management, utilizing data-driven strategies and effective communication skills. Committed to driving revenue growth and fostering long-term client partnerships. Offering strong foundation in sales principles and keen interest in agency environment, eager to learn and develop within this field. Contributes ability to quickly grasp new concepts and apply strategic thinking to sales processes. Ready to use and develop strategic planning and client relationship management skills in sales manager role.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Agency Sales Manager
Assured Partners
04.2021 - Current
- Utilized data-driven insights to refine sales approaches, ultimately leading to higher conversion rates among leads generated from various sources.
- Negotiated favorable contract terms on behalf of the agency through skilled communication techniques combined with thorough knowledge of both company and client objectives.
- Achieved departmental goals by developing and executing strategic plans and performance metrics.
- Built high-performing teams through effective recruitment, onboarding, and talent development initiatives.
- Mentored junior team members for career advancement, fostering a pipeline of future leaders within the organization.
- Streamlined workflows by identifying bottlenecks in existing systems and implementing appropriate solutions.
- Controlled resources and assets for department activities to comply with industry standards and government regulations.
- Set aggressive targets for employees to drive company success and strengthen motivation.
- Cultivated positive rapport with fellow employees to boost company morale and promote employee retention.
- Trained personnel in equipment maintenance and enforced participation in exercises focused on developing key skills.
- Assisted in organizing and overseeing assignments to drive operational excellence.
- Established performance goals for employees and provided feedback on methods for reaching those milestones.
- Analyzed market trends to identify growth opportunities within the industry and adjust sales strategies accordingly.
- Streamlined operations by evaluating current processes, identifying areas for improvement, and implementing necessary changes.
- Established long-term partnerships with key clients, resulting in increased customer retention and loyalty.
- Organized successful events aimed at promoting company offerings while simultaneously engaging with prospective clients in a meaningful way.
- Managed and motivated employees to be productive and engaged in work.
- Accomplished multiple tasks within established timeframes.
- Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
- Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
- Maximized performance by monitoring daily activities and mentoring team members.
- Cross-trained existing employees to maximize team agility and performance.
Medicare Insurance Agent
United Health Care
01.2020 - 03.2021
- Conducted thorough needs assessments for each client, identifying suitable plan options based on individual requirements and financial capabilities.
- Educated potential customers through community outreach events, increasing awareness of available Medicare insurance options.
- Communicated with people from various cultures and backgrounds on application process.
- Assisted clients with completion of applications and paperwork.
- Reviewed applications for different aid programs and determined which qualification criteria for individuals.
- Used computer-aided guidance packages such as skills assessment tools, career planners, psychometric tests, and personal inventories to assist clients in determining strengths and weaknesses.
- Followed guidelines when reviewing applicant data to determine eligibility for economic assistance.
- Scheduled appointments with applicants to gather information and explain benefits processes.
- Utilized advanced organizational skills to manage multiple client accounts simultaneously while maintaining attention to detail throughout the enrollment process.
- Maintained thorough records of all interactions with clients, facilitating seamless follow-up communications as needed.
- Ensured compliance with federal guidelines when assisting clients in selecting appropriate Medicare plans.
- Completed ongoing training programs to stay up-to-date on industry developments, enabling expert counsel for both existing and prospective clients.
- Provided exceptional customer service by promptly addressing questions or concerns during the entire enrollment process.
- Contributed to a positive work environment through proactive collaboration and open communication with colleagues and management staff alike.
- Enhanced client satisfaction by providing knowledgeable guidance on Medicare plan options and enrollment procedures.
Senior Account Manager
Assured Partners
07.2017 - 12.2019
- Utilized CRM tools effectively to manage client information and track progress on accounts, leading to more accurate forecasting and pipeline management.
- Increased account retention by building strong relationships with clients and addressing their needs promptly.
- Maintained comprehensive knowledge of market trends, industry news, and competitor offerings, ensuring informed decision-making and strategic planning.
- Consistently met or exceeded monthly sales quotas through diligent prospecting efforts and effective closing techniques.
- Conducted regular client reviews to assess performance metrics, identifying areas for improvement and implementing necessary changes.
- Delivered tailored solutions based on individual client needs by thoroughly understanding their business objectives and pain points.
- Implemented sales strategies that consistently exceeded quarterly revenue targets.
- Sold new products and services and developed new accounts to maximize revenue potential.
- Resolved escalated customer issues professionally, maintaining client trust while protecting company interests.
- Prepared documentation, finalized sales and maintained records.
- Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.
- Achieved or exceeded company-defined sales quotas.
- Increased sales with execution of full sales cycle processing from initial lead processing through conversion and closing.
- Attended monthly sales meetings and quarterly sales trainings.
- Monitored service after sale and implemented quick and effective problem resolutions.
- Fielded customer complaints and facilitated negotiations, resolving issues and reaching mutual conclusions.
- Kept detailed records of daily activities through online customer database.
- Recorded accurate and efficient records in customer database.
- Selected correct products based on customer needs, product specifications and applicable regulations.
Education
High School Diploma -
SLW Centennial High School
Port Saint Lucie, FL05.2005
Skills
- Sales presentations
- Sales training
- Client acquisition
- Performance analysis
- Time management
- Attention to detail
- Multitasking Abilities
- Reliability
- Excellent communication
- Organizational skills
- Team leadership
- Task prioritization
Accomplishments
- Used Microsoft Excel to develop inventory tracking spreadsheets.
- Supervised team 20+ staff members.
- 2-15 License
- 440 License
- Licensed in 19 states total
- Agency unwinding experience
- Licensing and onboarding experience
Certification
- Agent/ Broker Registration Completion Certificate FFM 10/24
- PY25 KYSBE 10/24
- GA Access Certification Training for Agents 09/24
- VA Certification Training for Agents 9/24
- Excel 365 Intermediate
Timeline
Agency Sales Manager
Assured Partners
04.2021 - Current
Medicare Insurance Agent
United Health Care
01.2020 - 03.2021
Senior Account Manager
Assured Partners
07.2017 - 12.2019
High School Diploma -
SLW Centennial High School
- Agent/ Broker Registration Completion Certificate FFM 10/24
- PY25 KYSBE 10/24
- GA Access Certification Training for Agents 09/24
- VA Certification Training for Agents 9/24
- Excel 365 Intermediate
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