Ursula Palma Martinez
Houston,TX
Summary
Proven insurance sales expert with a track record of enhancing client satisfaction and cross-selling success at GEICO. Skilled in risk assessment and fluent in Spanish, adept at building strong client relationships through exceptional service and tailored insurance solutions. Increased sales through strategic marketing and team development, demonstrating strong leadership and communication abilities.
Well-qualified Spanish Interpreter with 3 years of experience in fast-pased settings. Easily translates conversations and maintains original meaning. Personable and professional with focus on providing accurate translations for diverse projects.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Licensed Insurance Agent
GEICO, Government Employees Insurance
11.2023 - 03.2024
- Calculated quotes and educated potential clients on insurance options.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
- Improved client satisfaction by providing tailored insurance solutions and exceptional customer service.
- Enhanced cross-selling success by identifying complementary products that would further protect clients'' assets or reduce liability exposure.
Assistant Manager
Speedy Cash Loans
07.2019 - 11.2023
- Supervised day-to-day operations to meet performance, quality and service expectations.
- Maintained a clean, safe, and organized store environment to enhance the customer experience.
- Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies.
- Oversaw daily cash reconciliations, ensuring accurate financial reporting and minimizing discrepancies.
- Mentored junior staff members in their professional development by offering guidance/support in their assigned roles.
- Increased sales through effective merchandising strategies and targeted promotions.
Spanish Interpreter
CyraCom
02.2016 - 07.2019
- Delivered exceptional customer service to both English-and Spanish-speaking clients through skillful written and verbal communication abilities.
- Facilitated clear communication between healthcare providers and patients, bridging language barriers for optimal care delivery.
- Strengthened relationships with clients by providing culturally sensitive interpretations that demonstrated respect and understanding.
- Contributed to increased client satisfaction by providing effective language support during important meetings.
Customer Service Cashier
Barri Financial Group
09.2010 - 02.2016
- Maintained a clean and organized workspace, promoting a welcoming environment for customers.
- Handled high-pressure situations calmly, maintaining composure during busy periods or difficult interactions.
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
- Processed customer orders and accurately handled payment transactions.
- Counted money in drawers at beginning and end of each shift.
Education
High School Diploma -
Hastings High School
Houston, TX05.2013
Skills
Insurance sales expertise
Risk Assessment Knowledge
Insurance product expertise
Client Relationship Management
Client Service
Marketing techniques
Team training and development
Licensed Insurance Agent
Quotes and sales
Fluent Spanish
Memory retention
Translation Services
Money Handling
Team motivation
Certification
Insurance Training - 3 months
Languages
Spanish
Native or Bilingual
Timeline
Licensed Insurance Agent
GEICO, Government Employees Insurance
11.2023 - 03.2024
Assistant Manager
Speedy Cash Loans
07.2019 - 11.2023
Spanish Interpreter
CyraCom
02.2016 - 07.2019
Customer Service Cashier
Barri Financial Group
09.2010 - 02.2016
High School Diploma -
Hastings High School
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