Tania Eshaya
Modesto,CA
Summary
Dynamic and goal-oriented insurance sales and account management professional with a proven track record, including a successful tenure at JCPenney. Expertise in CRM software and inbound call management drives exceptional client relationships and enhances customer satisfaction. Achieved substantial sales growth through specialized knowledge in individual health plans and disability insurance. Committed to leveraging skills to further elevate sales performance and client engagement.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Licensed Health Insurance Agent
Licensed Health Insurance Agent
03.2024 - Current
- Provided expert guidance to clients on various health insurance plans, explaining coverage options, benefits, and costs
- Successfully obtained and maintained a valid health insurance license, ensuring compliance with state regulations
- Utilized CRM software to track client interactions, update policy information, and schedule follow-up appointments as necessary
- Assisted clients in completing applications accurately and efficiently, minimizing errors that could lead to delays or denials of coverage
- Met with division leaders and consultants to discuss strategies to increase sales.
- Educated customers on various health insurance products and services available.
Certified Loan Signing Agent
Certified Loan Signing Agent
Modesto, CA
10.2019 - Current
- Managed all aspects of the leasing process, including property showings, lease negotiations, and tenant screenings
- Created engaging content for property websites and listings that highlighted key features and amenities
- Negotiated lease terms with prospective tenants while ensuring compliance with company policies and legal requirements
- Maintained records of loan documents in accordance with local state laws.
- Provided assistance with post-closing functions as needed by clients or lenders.
- Performed follow-up calls to ensure satisfaction from customers who have closed their loans.
Customer Service Representative
JCPenney
Modesto, CA
10.2006 - 03.2018
- Provided exceptional customer service by promptly addressing inquiries, resolving issues, and ensuring customer satisfaction
- Demonstrated strong product knowledge to effectively answer customer questions and provide accurate information
- Maintained detailed records of all customer interactions in CRM system for future reference and analysis
- Upsold additional products or services to customers based on their needs and preferences
- Assisted with order fulfillment processes such as tracking shipments or coordinating returns/exchanges when necessary
- Maintained detailed records of customer interactions, transactions and comments for future reference.
Education
Some College - Food Engineering
Modesto Junior College
Modesto, CA06.2006
Skills
- Insurance sales
- Account management
- CRM software
- Cold calling
- Prospect relationship development
- Enrollment processing
- Disability insurance
- Individual health plans
- Goal oriented
- Inbound call management
Certification
- Notary Public Certification
- Health License in California
Accomplishments
- Highest earner in Q4
- Awards for Best Customer Service
Timeline
Licensed Health Insurance Agent
Licensed Health Insurance Agent
03.2024 - Current
Certified Loan Signing Agent
Certified Loan Signing Agent
10.2019 - Current
Customer Service Representative
JCPenney
10.2006 - 03.2018
- Notary Public Certification
- Health License in California
Some College - Food Engineering
Modesto Junior College
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