Stephen Velasquez
Overland Park,Kansas
Summary
Influential Insurance Sales Agent with experience customizing insurance programs, explaining features and advantages and developing successful marketing strategies. Ambitious professional possessing exceptional multitasking, organizational and time management abilities. Expertise in leadership, customer relationship management, prospecting and sales.
Overview
2
2
years of professional experience
Work History
Licensed Insurance Broker
Symmetry Financial Group
Overland Park, Kansas
02.2021 - Current
- Spent ample time with each customer, verbally reviewing and explaining documents for client comprehension.
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.
- Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Handled approximately 250 outbound and inbound sales-related calls per week to qualify individuals interested in purchasing insurance coverage
Operations Supervisor
UPS
Edgerton, KS
03.2020 - 02.2021
- Motivated and trained employees to maximize team productivity.
- Enhanced operational performance and reduced labor expenses by developing and optimizing standard practices.
- Monitored supply chain and managed logistics functions for company.
- Led associate focus groups and meetings to obtain suggestions, address concerns or issues and foster positive relations among team members and management.
- Conducted root cause analysis in deficient areas to identify and resolve central issues.
- Enforced regulatory and company policy compliance to improve workplace and employee safety and readiness.
Education
High School Diploma -
05.2016
Skills
- Insurance Customization
- Underwriter Collaboration
- Policy Changes
- Verbal and Written Communication
- Problem Solving
- Team Recruiting and Onboarding
- Employee Motivation
- Quality Assurance
- Team Leadership
Timeline
Licensed Insurance Broker - Symmetry Financial Group
02.2021 - Current
Operations Supervisor - UPS
03.2020 - 02.2021
Shawnee Mission West High School - High School Diploma,
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