Attended continuing education courses and workshops to gain additional insurance industry knowledge.
Utilized targeted email campaigns and cold calling to increase revenue.
Exceeded corporate quotas for monthly policy sales.
Provided coverage option information to assist clients in protecting assets.
Analyzed risk factors to recommend appropriate coverage levels.
Generated leads through cold-calling, networking and other outreach methods.
Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
Analyzed customer needs to provide customized insurance solutions.
Promoted products and services using upselling and other sales strategies.
Team Sales Manager
Great West Independent Insurance Agency
01.2023 - 02.2024
Produced 15,000 to 20,000 in new business premium monthly
Top sales producer each month
Recruit, train, and supervise team of LSPs
Create and implement agency marketing strategies
Lead sales meetings / develop sales techniques
Handled customer relations issues, enabling quick resolution, and client satisfaction.
Attended industry events and conventions to expain sales opportunities.
Maintained relationships with customers and found new ones by identifying needs and offering appropriate services.
Achieved sales goals and service targets by cultivating and securing new customer relationships.
Engaged in product training, demonstrations, consumer awareness, branding, and acquisition initiatives to raise awareness and revenues.
Demonstrated products to show potential customers benefits and advantages and encourage purchases.
Licensed Sales Producer
Allstate Insurance
02.2017 - 01.2023
Sell property and casualty insurance, about 15,000 in new business premium monthly, submit endorsements, handle some aspects of customer service, and increase agency bundling percentage.
LSP
Kittelson Gonzalez Group / Allstate
04.2016 - 02.2017
Create strong client relationships through great customer service and building rapport
Create opportunities to create agency growth
Advise customers of possible exposures in all aspects of P&C insurance
Build the book of business through new sales and retention
Office Manager / LSP
Garcia Insurance Agency / Allstate
02.2014 - 04.2016
Promoted to Office Manager within first year of employment
Produced 15,000 to 20,000 in new business premium monthly
Top sales producer each month
Recruit, train, and supervise team of LSPs
Create and implement agency marketing strategies
Lead sales meetings / develop sales techniques
Assistant Manager
Quik Trip
10.2012 - 02.2014
Managed store operations
Supervised part-time staff
Provided resolutions to escalated customer service issues
Trained and supervised employees
Ordering product and inventory control
I received two pay raises
I was moved to ERP (emergency relief program) which allowed me to work at different stores all over the metropolitan area
I earned an all expenses paid vacation to Hawaii based on customer service performance
Operations Manager / Technician
Oxi Fresh of Phoenix and Northern Arizona
04.2010 - 10.2012
Recruited, trained, and managed technicians
Lead sales meetings
Managed service schedules
Provided resolutions to escalated customer service issues
Payroll
I started off as a technician, I was then moved to assistant manager within my first year. I continued to strive for excellence and was promoted to the highest position which is Operations Manager.