Sales and customer service professional focused on consultative sales and client loyalty. Expertise in managing complex issues and fostering strong customer relationships, resulting in improved satisfaction and repeat business.
Overview
33
33
years of professional experience
Work History
Sales Representative
USAA Insurance
San Antonio, TX
04.2024 - 11.2025
Focused on consultative sales conversations and recommended products aligned with customer needs.
Built customer relationships that supported loyalty, trust, and repeat business.
Partnered with clients to identify opportunities and guide them through policy decisions.
Senior Claims Consultant
Superior Health Plan
San Antonio, TX
04.2018 - 04.2024
Worked with providers in a high-volume call center. Handled questions regarding complex claims.
Analyzed information gathered by investigations and reported findings and recommendations.
Delivered exceptional customer service to clients by communicating information and actively listening to concerns.
Customer Connections Representative
Ameritas Life Insurance
01.2017 - 01.2018
Supported customers with policy, claims, and account questions.
Resolved issues promptly while maintaining strong service quality.
Collaborated with claims teams to process insurance requests accurately.
Sales and Sales Escalation Manager
Marriott International
San Antonio, TX
01.2016 - 01.2017
Sold hotel reservations for domestic and international clients while supporting revenue goals and occupancy targets.
Managed and resolved escalated sales issues for domestic and international reservations.
Built stronger client relationships by ensuring accurate reservation support and timely follow-up on service requests.
Sales Representative / Service Manager
Allen Refrigeration Services
Avon Lake, OH
09.2002 - 01.2016
Listened to customer needs to identify and recommend best products and services.
Managed technicians and logistics for all service calls, and installation projects.
Reviewed inventory levels and ordered all service call parts and standard warehouse inventory.
Client Manager
Fidelity Investments, Inc
01.1993 - 01.2002
Managed existing corporate 401(k) client portfolios by introducing new retirement package options to improve plan performance and employee participation.
Resolved issues, maintained records, and supported service quality.
Collaborated with internal teams to improve client satisfaction.