Trevor Vega
San Angelo,TX
Summary
Experienced account manager adept at servicing client accounts and achieving sales goals through effective communication and targeted sales techniques. Proven track record of increasing revenue by acquiring new accounts while nurturing existing relationships.
Overview
7
7
years of professional experience
Work History
Account Manager
Rollo Insurance
San Angelo, TX
01.2022 - Current
- Established and upheld rapport with important clients to guarantee their contentment.
- Assessed and enhanced the skills of fresh recruits in managing accounts effectively.
- Developed strategies to increase revenue from existing accounts.
- Maintained accurate records of all customer interactions in the CRM system.
- Produced sales documents, finalized deals and filed records.
- Optimized profitability through recruitment, hiring and training of new staff.
Sales Representative
WoodmenLife
San Angelo, TX
06.2020 - 01.2022
- Generated new sales leads through cold calling and networking activities.
- Organized client visits, presentations, product demonstrations and trade shows.
- Created detailed reports on daily, weekly, and monthly sales activity.
- Attended industry events such as conferences, seminars.
- Assisted in developing promotional materials such as flyers, brochures.
- Developed customized sales techniques to successfully sell and upsell services to new and existing clients.
- Created successful strategies to develop and expand customer sales.
Insurance Agent
Allstate Corp
San Angelo, TX
12.2017 - 06.2020
- Developed and implemented comprehensive insurance plans for clients according to their individual needs.
- Assessed customer risk levels and recommended appropriate coverage options.
- Provided customers with information regarding plan features, pricing, and availability.
- Educated customers on the importance of maintaining adequate insurance coverage.
- Participated in continuing education courses to stay current on industry trends and changes in regulations.
- Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
Education
High School Diploma -
Central High School
San Angelo, TX08-2016
Skills
- Needs analysis
- Lead prospecting
- Client Relationship Management
- Advertising
- Account Servicing
- Revenue Generation
- Report Writing
Affiliations
I like to get involved with the community! I have coached youth sports, attended multiple churches and religious programs such as volunteering for the soup kitchen! I enjoy golf and have ran a couple fundraising tournament for scholarships in my area. High school football is also a big thing in Texas I have attended many many games over the years.
Accomplishments
- WoodmenLife rookie of the year
- P&C and Life and Health held License since 2017
References
References available upon request.
Timeline
Account Manager
Rollo Insurance
01.2022 - Current
Sales Representative
WoodmenLife
06.2020 - 01.2022
Insurance Agent
Allstate Corp
12.2017 - 06.2020
High School Diploma -
Central High School
Similar Profiles
Monica ThomasMonica Thomas
Assistant Director of Personal Lines at Rollo Insurance GroupAssistant Director of Personal Lines at Rollo Insurance Group
JASON AKRIDGEJASON AKRIDGE
Security Officer at ROLLO SECURITYSecurity Officer at ROLLO SECURITY
Lisa HorganLisa Horgan
Personal Nanny at Joseph And Ann RolloPersonal Nanny at Joseph And Ann Rollo