Steven Esparza
Austin
Summary
Highly accomplished Senior Insurance Professional and Team Lead with over five years of experience specializing in personal lines, brokerage operations, and strategic B2B partnerships. A dedicated Coach/Advisor with a proven ability to drive high-volume new business through organic lead generation and relationship management. Expert in navigating complex carrier coverage forms and utilizing CRM systems like Salesforce to build scalable, data-driven sales processes. Recognized for a first-principles approach to problem-solving, a commitment to mentoring high-caliber teams, and a passion for simplifying the insurance experience in fast-paced startup environments.
Skilled account management professional with proven track record in fostering client relationships, driving revenue growth, and managing complex accounts. Known for strong focus on team collaboration, adaptability, and delivering results. Expertise includes strategic planning, client communication, and problem-solving. Highly reliable and flexible in meeting changing business needs.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Account Manager & Partnership Lead
Fetch Insurance
Georgetown, TX
03.2025 - Current
- Organic Lead Generation: Created and managed a high-volume lead pipeline within shelter environments, successfully converting interactions into pet insurance sales through expert product advisement.
- Partnership Development: Maintained and improved strategic relationships with shelter employees and key stakeholders to foster long-term collaboration.
- Broker Mentorship: Advised independent brokers on sales and cross-selling techniques, providing the tools and scripts necessary to build rapport and drive revenue.
- Player-Coach Leadership: Serve as a subject matter expert for insurance sales, overseeing complex policy binding and strategic business growth.
Senior Account Manager, Insurance
Experian
Remote
09.2024 - 03.2025
- Multi-Carrier Expertise: Managed personal lines portfolios across 100+ carriers in multiple states, specializing in Auto, Home, Renters, Umbrella, and Flood insurance.
- Senior Account Management: Directed high-value insurance accounts for a global leader, focusing on strategic growth and customer retention.
- Process Improvement: Identified operational gaps and provided feedback to enhance account workflows and internal SOPs in a fully remote environment.
- Data-Driven Coaching: Leveraged key metrics and insights to improve account performance and consistently meet rigorous KPIs.
Account Manager
Fetch Insurance
Seattle, WA
03.2024 - 06.2024
- Strategic Relationship Building: Fostered and developed relationships with pet shelters, enhancing partnerships and expanding the customer base through trust and reliability.
- Consultative Sales: Provided expert advice on various pet insurance products, helping customers select the best coverage options for their pets.
- CRM Mastery: Utilized CRM tools to effectively track and manage customer interactions, ensuring high levels of satisfaction and streamlined processes.
- Market Acumen: Handled accounts across the state of Washington, maintaining deep knowledge of carrier forms, eligibility, and program details.
Insurance Advisor (High Performer & Mentor)
Pumpkin Insurance
New York, NY, Remote
11.2022 - 03.2024
- Mentorship & Coaching: Coached and mentored fellow team members, contributing to their professional development and enhancing overall team performance.
- Sales Excellence: Successfully wrote and managed pet insurance policies, consistently cross-selling products to meet diverse customer needs.
- Account Maintenance: Maintained and nurtured customer accounts, providing expert advice to ensure comprehensive protection.
Senior Insurance Advisor
The Zebra
Austin, TX
01.2021 - 10.2022
- Top Producer: Successfully wrote and managed Auto, Home, and Renters policies, consistently exceeding production goals.
- Team Leadership: Coached and mentored fellow team members to enhance performance and professional growth.
- CRM Proficiency: Utilized Salesforce to efficiently track and manage customer interactions and sales activities.
- Advised clients on insurance options, ensuring tailored coverage to meet individual needs.
- Analyzed client data to identify opportunities for policy optimization and cost savings.
- Developed tailored insurance solutions for clients, enhancing client satisfaction and retention.
- Analyzed complex insurance policies to ensure compliance with regulatory standards and best practices.
Contact Center Representative
Greater Texas Federal Credit Union
Austin, TX
05.2019 - 12.2020
- Customer Obsession: Achieved a 95% customer satisfaction rate by efficiently resolving inquiries and implementing CRM tracking.
- Operational Volume: Managed an average of 80 inbound calls per day while maintaining high service quality.
Education
High School Diploma -
Austin High School
Austin, TexasSkills
- Leadership: Team Leadership, Performance Coaching, Mentoring, Onboarding, "Player-Coach" Mentality
- Insurance: P&C Licensed; Expert in Auto, Home, Renters, Umbrella, Flood, and Pet Insurance
- Operations: Salesforce CRM, Applied Management Systems, SOP Enhancement, Performance Reviews
- Strategy: First-Principles Thinking, Market Acumen, Partnership Development, Growth Strategy
- Account management
- Customer service
- Teamwork and collaboration
- Client relations
Certification
P&C Licensed, Currently transitioning Texas Residency License; maintained authority to sell in all 50 states.
Personal Information
Title: Senior Insurance Professional and Team Lead
Timeline
Account Manager & Partnership Lead
Fetch Insurance
03.2025 - Current
Senior Account Manager, Insurance
Experian
09.2024 - 03.2025
Account Manager
Fetch Insurance
03.2024 - 06.2024
Insurance Advisor (High Performer & Mentor)
Pumpkin Insurance
11.2022 - 03.2024
Senior Insurance Advisor
The Zebra
01.2021 - 10.2022
Contact Center Representative
Greater Texas Federal Credit Union
05.2019 - 12.2020
High School Diploma -
Austin High School