Susan Sanchez Morales
DALLAS
Summary
Sales and customer service professional with experience in leasing and insurance sales, specializing in converting inbound and online leads into completed transactions through consultative selling and relationship building. Background at A-MAX Auto Insurance includes advising clients on policy options, generating quotes, and managing high-volume customer inquiries. Skilled in digital communication, CRM systems, and sales pipeline management, with experience that aligns closely with the online customer engagement and sales environment at Triple AAA.
Overview
3
3
years of professional experience
2023
2023
years of post-secondary education
Work History
Insurance Sales Agent
A-max Auto Insurance
Arlington
05.2025 - Current
- Managed inbound and online-generated leads, assisting customers in comparing and selecting auto insurance policies tailored to their financial and coverage needs.
- Conducted consultative sales conversations via phone, email, and digital communication platforms to convert inquiries into active policies.
- Explained complex insurance coverages, deductibles, and policy options in a clear and customer-focused manner to help clients make informed purchasing decisions.
- Utilized CRM and quoting platforms to generate accurate insurance quotes, track customer interactions, and maintain a consistent sales pipeline.
- Achieved and maintained sales targets by cross-selling additional coverage options and identifying opportunities to increase policy value.
- Maintained compliance with state insurance regulations while ensuring accurate documentation and policy processing.
- Followed up with prospective customers from online inquiries and referral sources to improve policy conversion rates and customer retention.
- Built long-term client relationships through proactive service, renewal reminders, and policy reviews.
Leasing Consultant
CAF Management
Mesquite
02.2023 - 04.2025
- Managed high-volume inbound leads through online platforms, email, and phone, converting prospective renters into signed leases through consultative sales strategies.
- Utilized CRM platforms to track prospect activity, maintain pipeline visibility, and follow up with digital leads to maximize conversion rates.
- Conducted virtual and in person tours, presenting value-based solutions aligned with customer lifestyle and financial needs.
- Consistently ranked among top leasing performers by achieving strong monthly occupancy and revenue targets.
- Implemented proactive follow-up campaigns through email and SMS to nurture prospects and reduce lead drop-off.
Education
Lewisville High School
Lewisville , TXSkills
- Digital Lead Conversion & Sales Funnel Management
- Cross-Selling & Revenue Optimization
- Customer Retention & Relationship Development
- Insurance Policy Education & Coverage Advisory
- Objection Handling & Negotiation Strategy
Languages
Spanish
Full Professional
Timeline
Insurance Sales Agent
A-max Auto Insurance
05.2025 - Current
Leasing Consultant
CAF Management
02.2023 - 04.2025
Lewisville High School