Summary
Overview
Work History
Education
Skills
Certification
Additional information
Timeline
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Vanesa Davila

China Spring,TX

Summary

Results-oriented financial services professional and licensed property & casualty agent with 3 years of experience in remote corporate environments, specializing in high-volume client onboarding, financial risk assessment, and lead generation.

Overview

1
1
Certification
10
10
years of professional experience

Work History

Remote Licensed Insurance Sales Producer

Allstate Insurance
Texas
02.2023 - Current
  • Remote Pipeline Velocity: Maintained peak performance in a 100% remote digital workspace, autonomously executing 200-300 daily outbound prospecting calls via cloud-based VoIP platforms to qualify, educate, and convert cold leads.
  • Virtual document Analysis: Verified sensitive personal and financial history criteria against underwriting parameters using secure digital CRM tools.
  • Bilingual Growth: Conducted virtual consultations in English an Spanish, expanding the remote agency’s market reach.

Licensed Insurance Agent

Allstate Insurance
Waco, TX
02.2021 - 02.2023
  • Account Management: Spearheaded walk-in and inbound telephone customer care, managing full lifecycle policy renewals, processing premiums, and establishing trusting community connections.
  • Revenue Generation: Identified coverage gaps to maximize cross-selling opportunities, consistently surpassing sales goals.

Insurance Agent

CID Insurance Agency LLC
Mexia, TX
09.2019 - 07.2020
  • Regulatory Compliance: Prepared, filed and validated state-regulated automotive and property title documentation, ensuring absolute compliance with local and financial legal parameters.
  • Financial reconciliation: Conducted meticulous daily audits of terminal financial transactions, managed secure bank deposit bags, and directly resolved outstanding billing or payment delinquencies with clients.
  • Portfolio Consulting: Educated individual clients on policy rate structures, legal binding terms, and claim filing requirements to ensure transparency.

Shift Manager

McDonald's
Mexia, TX
11.2018 - 05.2019
  • Operational Supervision: Audited end-of-day store closing registers, performed secure safe cash drops, and enforced strict labor and operational compliance metrics.
  • Team Training: Directed, scheduled, and onboarded a team of 10+ crew members, fostering a rapid-throughput, high-efficiency clients service environment.

Rusty's
Mexia, TX
01.2018 - 09.2018
  • Date & Inventory Management: Utilized store computer database systems to organize inventory tracking records, manage product ordering pipelines, and execute purchasing protocols.
  • Clients Needs Assessment: Handled daily face-to-face customer transactions, conducted quick consultative assessments to determine buyer needs, and maintained an organized sales floor.

Crew Leader

Sonic Drive-In
Mexia, TX
02.2016 - 10.2017
  • Operational Supervision: Audited end-of-day store closing registers, performed secure safe cash drops, and enforced strict labor and operational compliance metrics.
  • Team Training: Directed, scheduled, and onboarded a team of 10+ crew members, fostering a rapid-throughput, high-efficiency clients service environment.

Education

High school or equivalent - undefined

Coolidge High School
Coolidge, TX
06.2018

Skills

  • Operational Execution: Regulatory Compliance, Cash Handling, Date Accuracy, Auditing, Multi-line Phone Sysytems
  • Client Relations: relationship Building, Bilingual Client support, Conflict Resolution, Cross-Selling
  • Core Skills: Outbound Prospecting, Cold Calling, telemarketing, Cross-functional Team Leadership, Time Management

Certification

  • Property and Casualty License February 2021 to February 2025
  • County Mutual Agent June 2020 to December 2020

Additional information

  • Core Skills -
  • Financial Services: Lead Conversion, pipeline Management, Document Verification, Risk Assessment, Account Managment
  • Remote Workspace Mastery: virtual Communication (Zoom/Teams), digital CRM Management, Autonomously Goal-Driven, High Speed Cloud Security Data Compliance
  • Operational Execution: Regulatory Compliance, Cash Handling, Date Accuracy, Auditing, Multi-line Phone Sysytems
  • Client Relations: relationship Building, Bilingual Client support, Conflict Resolution, Cross-Selling
  • Core Skills: Outbound Prospecting, Cold Calling, telemarketing, Cross-functional Team Leadership, Time Management

Timeline

Remote Licensed Insurance Sales Producer

Allstate Insurance
02.2023 - Current

Licensed Insurance Agent

Allstate Insurance
02.2021 - 02.2023

Insurance Agent

CID Insurance Agency LLC
09.2019 - 07.2020

Shift Manager

McDonald's
11.2018 - 05.2019

Rusty's
01.2018 - 09.2018

Crew Leader

Sonic Drive-In
02.2016 - 10.2017

High school or equivalent - undefined

Coolidge High School