Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Steven Nieto

Phoenix

Summary

Diligent Insurance Professional with proven background in sales and client relations. Successfully facilitated numerous transactions, ensuring customer satisfaction and compliance with industry regulations. Demonstrated skills in negotiation customer service and client retention.

Overview

1
1
Certification
8
8
years of professional experience

Work History

Licensed Sales Agent

Spring Venture Group
Phoenix, AZ
06.2021 - 05.2026
  • Developed and implemented tailored insurance strategies to enhance client satisfaction.
  • Conducted comprehensive policy reviews ensuring compliance and optimal coverage.
  • Cultivated robust client relationships through strategic communication and trust-building initiatives.
  • Monitored and analyzed customer interactions through CRM systems to ensure effective lead management and support business growth.
  • Leveraged analytical skills to evaluate prospective clients'' risk profiles and match them with suitable insurance policies accordingly.

Senior Benefits Consultant

GoHealth
Phoenix, AZ
03.2021 - 06.2021
  • Analyzed client needs to customize health benefit solutions and optimize enrollment processes.
  • Conducted thorough policy reviews to identify gaps and recommend improvements.
  • Managed client relationships, ensuring consistent communication and service excellence.
  • Contributed to team success by consistently meeting and surpassing sales targets set by management.

Licensed Insurance Broker

Freeway Insurance
Phoenix, AZ
10.2018 - 01.2021
  • Developed customized insurance solutions tailored to clients' unique needs and preferences.
  • Educated clients on policy features, coverage options, and benefits to ensure informed decisions.
  • Conducted thorough market research to identify competitive products and pricing strategies.
  • Collaborated with underwriters to secure optimal coverage terms for clients while mitigating risks.

Jewelry Sales Associate

Capri Jewelry
Tempe, AZ
01.2020 - 03.2021
  • Provided exceptional customer service to enhance client relationships and drive repeat business.
  • Advised customers on jewelry selection, ensuring alignment with personal style and preferences.
  • Managed inventory levels, conducting regular audits to maintain product availability and organization.
  • Trained new associates on sales techniques and product knowledge to improve team performance.

Education

Associate of Science - Pharmacy

The Bryman School
Tempe

Skills

  • Goal oriented
  • Sales strategies
  • Effective negotiation
  • Insurance sales expertise
  • Customer retention
  • Teamwork
  • Policy management expertise
  • Problem-solving

Certification

I currently hold a Life, accident sickness and health License as well as my Personal Lines of insurance license.

Timeline

Licensed Sales Agent

Spring Venture Group
06.2021 - 05.2026

Senior Benefits Consultant

GoHealth
03.2021 - 06.2021

Jewelry Sales Associate

Capri Jewelry
01.2020 - 03.2021

Licensed Insurance Broker

Freeway Insurance
10.2018 - 01.2021

Associate of Science - Pharmacy

The Bryman School