Saybe Portillo
Glendale,AZ
Summary
A driven professional with 8 years of experience working as an insurance representative. Proven sales closer with a track record of exceeding goals, I leveraged Allstate product expertise and bilingual abilities to enhance client relationships and achieve top-rated sales performance. Highly effective at managing multiple responsibilities at once, skilled in policy coverage, client needs analysis and providing friendly service with an excellent reputation for resolving problems.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Insurance Advisor
Allstate - Jacqueline Preciado's Insurance
11.2020 - Current
- Increased client satisfaction by providing personalized insurance advice and recommending suitable policies.
- Explained features and advantages of various policies to promote insurance sales.
- Established long-lasting relationships with clients through proactive communication and exceptional service.
- Enhanced customer trust by addressing concerns and explaining complex policy details in understandable terms.
- Built strong relationships with clients through regular communication and exceptional customer service, resulting in increased retention rates.
- Handled high volume of inbound calls from prospective customers during peak periods while maintaining excellent attention to detail and professional rapport.
- Nurtured long-term relationships with referral partners such as real estate agents or financial planners, expanding network of potential client leads significantly over time.
- Increased client satisfaction by providing personalized insurance recommendations based on their unique needs and financial goals.
- Developed sales strategies to increase sales of insurance policies.
- Followed up promptly with interested clients to close sales.
- Met with customers to provide information about available products and policies.
- Calculated premiums and established payment methods for sales.
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Improved customer satisfaction by providing timely and accurate information on claim status and resolution.
- Developed strong relationships with clients, facilitating trust and open communication during the claims process.
- Reviewed policy documents for completeness and accuracy before submission, minimizing the need for revisions or cancellations due to errors.
Account Sales Representative
State Farm
02.2016 - 11.2020
- Scheduled fact-finding appointments and consultations to determine client needs and overall financial situations.
- Presented financial information to our new policyholders to understand the importance of their coverage when it comes to auto, fire and commercial.
- Worked events of our community to create client referral sources.
- Sold additional products such as life, health and bank after identifying customer needs during OBM meetings.
- Approached potential clients by using direct marketing techniques, including mailings and phone contacts.
- Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
- Met with prospective customers and business owners in homes and/or businesses to accommodate their schedule.
- Evaluated leads obtained through referrals, lead databases and cold calling.
- Followed up with customers in a timely manner.
- Modeled exceptional customer service skills and appropriate sales techniques.
- Handled high volume of in-bound calls pertaining to policy change requests and/or billing questions.
- Experience handling cases of new and current client underwriting.
- Copied, logged and scanned supporting documentation and placed all information in client files.
- Knowledgeable with ECRM, ABS and NECHO.
- Notary public
Cashier Team Lead
Sears Brands LLC
06.2015 - 03.2016
- Managed Cac's MSP, POG and WFL on a timely matter.
- Managed all the Cac's signing of credit and Member Appreciation Events.
- Managed on WFM associate's time off requests, call offs and availaibility change.
- Worked directly with associates to exceed SYW goal, BBC goal and drivde credit perfomarce and receive perfect surveys.
- Observed and coached associates on PMP for peromance on a daily basis.
- Answered M.O.D. calls such as Code 2,3 and 4.
- Assist to any escalated situations with members.
- Scheduled associates to store needs and peek times.
- Became Sales Floor Leader when needed.
- Fully knowledgeable of Sears MasterCard and Sears card operations.
- In charged of Cac's were fully stocked and replenished with receipt paper, bags, credit apps etc.
- Assigned employees to specific duties to best meet the needs to of the store.
- Instructed staff on appropriately handling difficult and complicated sales.
- Trained and developed new associates on POS system and key sales tactics.
- Helped members with questions, problems and complaints in person and via telephone.
- Developed positive customer relationships through friendly greetings and excellect service.
- Trained new cashiers on procedures, customer service and sales techniques.
Cashier
Sears Brands LLC
01.2014 - 06.2015
- Helped customers complete purchases, locate items and join reward programs to promote loyalty, satisfaction and sales numbers.
- Processed POS transactions, including checks, cash and credit purchases or refunds.
- Counted cash in register drawer to balance register at beginning and end of shift.
- Mentored new team members on registers, meeting customer needs, maximizing group performance and maintaining high satisfaction with customers.
- Exceeded credit percenatge for the annual coaching.
- Reported security and service incidents to management.
- Completed purchases using POS systems.
- Assisted on sales floors as needed to maintain service standards.
- Changed sales floor signs to show current pricing and support product promotions.
- Greeted customers and directed to requested products.
- Inspected work areas for cleanliness and obstacles and removed cartons and boxes to keep work areas organized and hazard-free.
Cashier
Taco Bell
07.2013 - 12.2013
- Maintained high standards of customer service during high-volume, fast-paced operations.
- Prepared all food orders within a 2-3 minute time frame.
- Followed food safety procedures according to company policies and health/sanitation regulations.
- Stored food in designated containers and storage areas to prevent spoilage or cross-contamination.
- Maintained clean and safe environment, including the kitchen, bathroom, building exterior, parking lot, dumpster and sidewalk.
- Reported to all shifts wearing a neat, clean and unwrinkled uniform.
- Reported to each shift on time and ready to work.
- Performed all position responsibilities accurately and in a timely manner.
- Diligently restocked work stations and display cases.
Education
High School Diploma - undefined
Shadow Mountain High School
Phoenix, AZ2013
Skills
- Allstate product and service knowledge
- Goal orientated
- Works well in fast pace environment
- Sales Closer
- Consistently exceeds sales goals
- Reliable and punctual
- Bilingual in English and Spanish
- Strong work ethic
- Problem-solving skills
- Exceptional customer service
- Relationship builder
- Sales reporter
- Multi-tasking strength
- Client needs analysis
- Quotes and sales
- Time management
- Policy coverage expert
- Underwriting knowledge
- Analytical
- Driven
- Computer-savvy
- Top-rated sales performance
- Team motivation
- Work Planning and Prioritization
Certification
- Personal Lines
- Commercial
- Life
- Health
Timeline
Insurance Advisor
Allstate - Jacqueline Preciado's Insurance
11.2020 - Current
Account Sales Representative
State Farm
02.2016 - 11.2020
Cashier Team Lead
Sears Brands LLC
06.2015 - 03.2016
Cashier
Sears Brands LLC
01.2014 - 06.2015
Cashier
Taco Bell
07.2013 - 12.2013
High School Diploma - undefined
Shadow Mountain High School
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