Open To Work
STEFFANI HIDALGO
Schertz,TX
Work Preference
Summary
Property and casualty insurance professional with over 7 years of industry experience and more than 10 years in sales and customer service. Demonstrated success in assessing customer needs and providing customized insurance solutions, resulting in significant sales growth and improved customer satisfaction. Expertise in managing complex insurance portfolios and fostering long-term client relationships. Proficient in personal lines insurance, consultative sales, and customer retention, with strong communication and documentation skills.
Overview
1
1
Certification
11
11
years of professional experience
Work History
SERVER / CASHIER
BIG PAPA'S PIZZA & SPORTS
San Antonio, USA
05.2026 - Current
- Manage high-volume customer interactions while maintaining accuracy, efficiency, and a positive customer experience.
- Process transactions, complete daily sales closeouts, and review sales and item reports for accuracy.
- Independently perform opening and closing procedures, inventory counts, restocking, and operational tasks.
- Balance multiple priorities in a fast-paced environment while resolving issues and maintaining accurate records.
INSURANCE SALES AGENT
RUBEN REYNA AGENCY - FARMERS
San Antonio, USA
04.2026 - 05.2026
- Managed a high-volume lead pipeline through phone, text, and email follow-up to develop new insurance opportunities.
- Conducted outbound prospecting and needs-based conversations to identify customer requirements and generate new business.
- Developed referral relationships with lenders and real estate professionals through networking and professional outreach.
- Supported agency marketing and community outreach initiatives while collaborating toward sales goals.
SALES CONSULTANT
ECHOPARK AUTOMOTIVE
New Braunfels, USA
07.2024 - 04.2026
- Used a consultative sales approach to identify customer needs, financial considerations, and purchasing priorities.
- Explained vehicle, financing, and related product options to help customers make informed purchasing decisions.
- Managed multiple customer relationships throughout the sales process, including communication, follow-up, and objection handling.
- Trained new team members on company processes and sales practices while maintaining service and quality standards.
INSURANCE SALES AGENT
COVERED INSURANCE
Live Oak, USA
12.2023 - 06.2024
- Consulted with customers to evaluate coverage needs, financial considerations, and personal insurance priorities.
- Explained policy options and coverage details clearly to help customers make informed decisions.
- Reviewed customer situations to identify appropriate additional coverage and cross-sell opportunities.
- Maintained consistent follow-up with prospects and customers while addressing questions and supporting retention.
INSURANCE SPECIALIST
RBFCU INSURANCE AGENCY
Live Oak, USA
04.2022 - 12.2023
- Obtained and compared insurance quotes while helping customers evaluate coverage options based on their individual needs.
- Reviewed customer information and existing coverage to identify appropriate insurance solutions and potential gaps.
- Explained policy details and recommendations in clear, accessible language to support confident customer decisions.
- Managed customer questions, follow-up, and account information while maintaining accurate documentation.
INSURANCE SALES AGENT
GOOSEHEAD INSURANCE - PHIL DELGADO AGENCY
San Antonio, USA
06.2017 - 03.2022
- Managed customer insurance needs from initial consultation through policy placement and ongoing service.
- Assessed customer circumstances and recommended coverage solutions aligned with protection needs and budget considerations.
- Generated new business through referrals, networking, proactive outreach, and needs-based insurance conversations.
- Maintained detailed customer records and provided ongoing follow-up to support account relationships and retention.
SALES ASSOCIATE
PETLAND
, U.S.
12.2016 - 06.2017
- Assessed customer preferences and needs to recommend appropriate products and support purchasing decisions.
- Built customer trust through product knowledge, attentive service, and clear communication.
- Managed multiple customer interactions while supporting sales goals and maintaining accurate transactions.
SALES ASSOCIATE
LEGEND KIA
, U.S.
06.2015 - 11.2016
- Assisted customers in evaluating vehicle options based on individual needs, preferences, and budget.
- Developed product knowledge to provide accurate recommendations and answer customer questions.
- Supported sales objectives through personalized service, follow-up, and needs-based conversations.
Education
Associate of Science - Biology Pre-Nursing
SAN ANTONIO COLLEGE
San Antonio, TX06.2027
High School Diploma -
SAMUEL CLEMENS HIGH SCHOOL
Schertz, TX06.2015
Skills
- Personal lines expertise
- Customer needs assessment
- Policy support and sales
- Customer retention strategies
- Referral development
- Consultative selling skills
- Customer service excellence
- Relationship management
- Follow-up practices
- Documentation accuracy
- CRM and lead management
- Problem-solving abilities
- Time management skills
- Multitasking capabilities
- Microsoft Office proficiency
- Team collaboration
Certification
Property & Casualty Insurance License
Languages
Spanish, Proficient
Core Competencies
Property & Casualty Insurance, Personal Lines, Coverage Review, Customer Needs Assessment, Policy Support, Insurance Sales, Customer Retention, Cross-Selling, Referral Development, Consultative Selling, Customer Service, Relationship Building, Issue Resolution, Follow-Up, Customer Outreach, Needs-Based Recommendations, Conflict Resolution, Documentation & Record Accuracy, CRM/Lead Management, Pipeline Management, Reporting, Problem Solving, Time Management, Multitasking, Microsoft Office, Team Collaboration, Proficient
Timeline
SERVER / CASHIER
BIG PAPA'S PIZZA & SPORTS
05.2026 - Current
INSURANCE SALES AGENT
RUBEN REYNA AGENCY - FARMERS
04.2026 - 05.2026
SALES CONSULTANT
ECHOPARK AUTOMOTIVE
07.2024 - 04.2026
INSURANCE SALES AGENT
COVERED INSURANCE
12.2023 - 06.2024
INSURANCE SPECIALIST
RBFCU INSURANCE AGENCY
04.2022 - 12.2023
INSURANCE SALES AGENT
GOOSEHEAD INSURANCE - PHIL DELGADO AGENCY
06.2017 - 03.2022
SALES ASSOCIATE
PETLAND
12.2016 - 06.2017
SALES ASSOCIATE
LEGEND KIA
06.2015 - 11.2016
Associate of Science - Biology Pre-Nursing
SAN ANTONIO COLLEGE
High School Diploma -
SAMUEL CLEMENS HIGH SCHOOL