Dynamic and results-oriented professional with extensive experience in insurance sales and property management, notably with Sunvalley Suites and Farmers Insurance. Excelled in client relationship management and insurance product expertise, achieving consistent sales targets and enhancing customer satisfaction. Skilled in effective communication and time management, significantly improved revenue generation and client retention rates.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Licensed Sales Producer
Farmers Insurance Agency
The Woodlands, TX
11.2024 - 01.2026
Licensed Sales Producer Farmers Insurance Agency – The Woodlands, TX November 2024 – Present
Exceed monthly policy sales targets through consultative selling
Educate clients on coverage options to support informed decision-making
Negotiate favorable terms with underwriters to balance cost and risk
Strengthen client relationships through personalized service and follow-up
Utilize CRM and sales tools to streamline workflow and improve efficiency
Developed customized insurance solutions to meet diverse client needs.
Streamlined communication processes between clients and underwriters for improved efficiency.
Licensed Sales Producer
Allstate Insurance Co
Houston, TX
03.2024 - 08.2024
Streamlined the sales process by utilizing technology tools for efficient data management and communication.
Negotiated favorable terms with underwriters on behalf of clients, effectively balancing risk mitigation with cost considerations.
Exceeded corporate quotas for monthly policy sales.
Collaborated with team members to develop innovative sales strategies for maximizing profitability.
Utilized targeted email campaigns and cold calling to increase revenue.
Educated clients on insurance policy options, enabling informed decision-making based on their unique needs.
Achieved sales targets consistently by identifying customer needs and offering suitable products and services.
Increased customer satisfaction by providing exceptional service and tailored insurance solutions.
Educated clients on policy options and benefits to facilitate informed decision-making.
Developed customized insurance solutions to meet diverse client needs.
Streamlined communication processes between clients and underwriters for improved efficiency.
Licensed Sales Producer
Farmers Insurance Company
The Woodlands, TX
05.2022 - 03.2024
Streamlined the sales process by utilizing technology tools for efficient data management and communication.
Negotiated favorable terms with underwriters on behalf of clients, effectively balancing risk mitigation with cost considerations.
Exceeded corporate quotas for monthly policy sales.
Collaborated with team members to develop innovative sales strategies for maximizing profitability.
Utilized targeted email campaigns and cold calling to increase revenue.
Streamlined administrative tasks such as processing applications, updating records, collecting premiums to ensure smooth operations during peak periods.
Educated clients on insurance policy options, enabling informed decision-making based on their unique needs.
Achieved sales targets consistently by identifying customer needs and offering suitable products and services.
Enhanced client retention rates with timely follow-ups and personalized attention to individual concerns.
Built long-term relationships with clients through consistent communication, trust-building, and professionalism.
Conducted thorough risk assessments to identify coverage gaps for clients.
Educated clients on policy options and benefits to facilitate informed decision-making.
Property Manager
Sunvalley Suites
Bullhead City, AZ
01.2017 - 10.2020
Handled tenant complaints promptly and appropriately, calling in repairmen, and other support services.
Followed up on delinquent tenants and coordinated collection procedures.
Monitored progress of construction and maintenance projects and notified appropriate individuals of project updates, delays, and schedule changes.
Completed final move-out walk-throughs with tenants to identify required repairs.
Introduced prospective tenants to types of units available and performed tours of premises.
Maintained original leases and renewal documents in digital and hardcopy format for property management office.
Streamlined rent collection processes, reducing late payments and improving overall revenue generation.
Communicated effectively with owners, residents, and on-site associates.
Kept properties in compliance with local, state, and federal regulations.
Managed tenant relations, addressing inquiries and resolving issues efficiently.
Oversaw property operations, ensuring compliance with regulations and standards.
Coordinated maintenance requests, improving response time and tenant satisfaction.
Developed and implemented marketing strategies to attract new tenants.