Stephanie A. Herrera
Garland,TX
Summary
Results-oriented sales representative with over 10 years of experience in customer relationship management, problem-solving, and a strong attention to detail. Skilled at diligently following up on leads and nurturing client relationships, with a proven ability to generate new revenue streams. Known for analytical thinking and persuasive communication that consistently exceeds sales targets and converts prospects into loyal customers. Seeking to leverage my expertise in a fast-paced, growth-oriented environment, aiming to contribute to organizational success and exceed business goals while pursuing advanced career opportunities.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Customer Service Manager& Sales Representative
State Farm
07.2019 - Current
- Delivered prompt, accurate, and professional customer service by addressing inquiries on insurance availability, eligibility, coverage options, policy changes, claims, and billing, while using a consultative, needs-based approach to educate clients and guide them toward informed purchasing decisions.
- Collaborated with cross-functional departments to resolve account issues and correct insurance policy errors, ensuring accurate and timely solutions.
- Collaborated with the exclusive agent to establish and execute strategic marketing and sales goals, driving business growth and increasing revenue.
- Prospected and generated leads, scheduled client meetings, identified customer needs, and successfully promoted tailored products and services to drive sales growth.
- Fostered and maintained strong relationships with existing clients, ensuring high levels of satisfaction and customer retention.
Health Care Provider
San Antonio Home Health Care
03.2018 - 03.2022
- Adhere to the lead supervisor’s guidance in delivering personalized care services to clients.
- Assist clients with daily hygiene needs, support and serve meal preparation, run errands, and handle light housekeeping tasks such as laundry and dishwashing.
- Monitor the client's environment for safety concerns and promptly report any significant observations about the client's well-being.
- Uphold client confidentiality by strictly following HIPAA regulations, as well as agency policies and procedures.
Account Services Representative
Conduent
06.2017 - 04.2019
- Actively engage with customers to understand their billing concerns, providing personalized solutions and clear explanations of charges and account details to meet their financial needs.
- Utilize strong communication and interpersonal skills to provide an exceptional customer service experience within a fast-paced billing environment.
- Promote additional products and services, focusing on how they can add value and improve the customer’s overall experience.
- Navigate multiple billing systems quickly and accurately to resolve customer requests and process transactions efficiently.
Pre-Need Counselor
San Jose Funeral Home
01.2017 - 05.2017
- Build and maintain relationships within the assigned community as directed by the regional supervisor.
- Generate new business by actively seeking out clients through door-to-door prospecting activities.
- Follow up on leads through phone calls, texts, and emails, schedule appointments, and deliver compelling sales presentations.
- Safeguard confidential customer documents, ensuring all transactions are secure and compliant with company policies.
CSS Agent/Team Lead
Dial America
10.2015 - 01.2017
- Train, develop, and motivate agents to achieve performance goals, such as upselling products/services, resolving customer issues using problem-solving skills, and building positive rapport with diverse personality types to meet or exceed Corporate, Contact Center, and Client expectations in performance, quality, and compliance.
- Leverage monitoring systems to assess team performance effectively, providing constructive feedback for continuous improvement.
- Accurately document customer interactions, communications, and sales in the designated system to ensure seamless record-keeping and compliance.
Education
High School Diploma -
Hanks High School
El PasoSkills
- Licensed insurance agent
- Client relations and customer service
- Quotes and sales
- Persuasive negotiations
- Office administration
- Billing systems
- Staff management
- Relationship building
- Goals and performance
- Coaching and mentoring
Certification
- Property & Casualty
- Life & Health
Timeline
Customer Service Manager& Sales Representative
State Farm
07.2019 - Current
Health Care Provider
San Antonio Home Health Care
03.2018 - 03.2022
Account Services Representative
Conduent
06.2017 - 04.2019
Pre-Need Counselor
San Jose Funeral Home
01.2017 - 05.2017
CSS Agent/Team Lead
Dial America
10.2015 - 01.2017
High School Diploma -
Hanks High School
Similar Profiles
ALBERTO ESCOBAR RUIZALBERTO ESCOBAR RUIZ
Claim Specialist; and Producer at State Farm Corporate & State Farm AgencyClaim Specialist; and Producer at State Farm Corporate & State Farm Agency
Bethany GandyBethany Gandy
Insurance Customer Service Specialist at Brian Moore State Farm & Brent Holman State FarmInsurance Customer Service Specialist at Brian Moore State Farm & Brent Holman State Farm
Kristen RoseKristen Rose
Personal Lines Auto Underwriter at State FarmPersonal Lines Auto Underwriter at State Farm
Yubia BurrolaYubia Burrola
Bodily Injury Claims Specialist at State FarmBodily Injury Claims Specialist at State Farm
Juevon ArmstrongJuevon Armstrong
Fulfillment Associate (AFM Team) at Amazon Fulfillment CenterFulfillment Associate (AFM Team) at Amazon Fulfillment Center