Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Yosvani Santos

Haines City,FL

Summary

Proven Sales Support Specialist with a track record of enhancing customer satisfaction and loyalty at Bamboo Insurance Agency. Skilled in CRM software proficiency and bilingual communication, adept at developing sales strategies and assessing customer needs. Achieved significant client relationship improvements, demonstrating exceptional customer service and multitasking abilities

Overview

6
6
years of professional experience
1
1
Certification

Work History

Sales Support Specialist

Bamboo Insurance Agency
05.2022 - Current
  • Built strong relationships with clients through consistent communication and excellent customer service.
  • Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
  • Identified potential risks in client businesses and recommended appropriate insurance coverage.
  • Utilized CRM software to manage client relationships.
  • Customized insurance packages to client needs, enhancing customer satisfaction and loyalty.
  • Educated clients on insurance policies and procedures.
  • Finalized sales and collected necessary deposits.

Sales Agent Representative

Progressive
05.2019 - 05.2021
  • Increased customer satisfaction by efficiently handling inbound and outbound sales calls.
  • Navigated multiple software platforms concurrently while engaging customers in conversations, enhancing multitasking skills in a fast-paced environment.
  • Utilized CRM systems proficiently to track customer interactions, ensuring accurate records for future reference and followups.
  • Maintained high-quality standards through thorough knowledge of products, services, and company policies.
  • Reduced average call times by quickly addressing customer inquiries and resolving issues proactively.
  • Educated customers on product and service benefits, explaining features and answering questions.

Companion Animal Leader

Petco
08.2018 - 05.2020
  • Achieved minimum presentation standards for departments.
  • Reduced employee turnover rates through targeted recruitment efforts aimed at qualified candidates with a passion for animal welfare.
  • Managed inventory levels, controlled supply and reported budgeted expense rates.
  • Coordinated outreach initiatives such as educational workshops and community partnerships to raise awareness about responsible pet ownership.
  • Led staff meetings and training sessions on an ongoing basis to promote continuous professional development within the team.
  • Enhanced client satisfaction by providing exceptional care and attention to their companion animals.
  • Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
  • Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.

Education

High School Diploma -

Florida Virtual School
06.2018

Skills

  • Customer Relationship Management
  • Sales strategy development
  • Customer Needs Assessment
  • CRM software proficieny
  • Bilingual in Spanish
  • Bilingual oral communication

Certification

  • Insurance 20-44 License

Timeline

Sales Support Specialist

Bamboo Insurance Agency
05.2022 - Current

Sales Agent Representative

Progressive
05.2019 - 05.2021

Companion Animal Leader

Petco
08.2018 - 05.2020

High School Diploma -

Florida Virtual School
  • Insurance 20-44 License
Yosvani Santos