Dedicated Management Professional. A mature, no-nonsense, results oriented, money motivated leader. Effective communicator, with the ability to get the point across to just about any reasonable... show more
Dedicated Management Professional. A mature, no-nonsense, results oriented, money motivated leader. Effective communicator, with the ability to get the point across to just about any reasonable person, or organization.
Responsible for inbound, and outbound calls, with regard to properly, and efficiently servicing registered
applicants of the Texas PREPS Disaster Relief Program, facilitated through H2 Bravo, and managed by the
Texas General Land Office.
Educate registered applicants as to current eligibility requirements, program guidelines, and types of repairs
covered under the Program.
Act as Liaison / Point of Contact between registered applicants, and Program personnel, management, and
participating Home Repair contractors.
Manage and update registered applicant data, utilizing Quickbase CRM System.
Field, and manage all applicant Complaint, and / or grievance calls, notating all details in Quickbase CRM,
and utilizing approved de-escalation protocols for all angry or irate applicant calls.
Create, manage, and escalate applicant tickets to appropriate Construction Management personnel, when
scheduled repairs of applicant property have either not been performed, or issues have arisen regarding those
Responsible for notifying applicants regarding status of their applications for PREPS assistance, should the
application become Ineligible, or be Withdrawn due to Ineligibility under Program guidelines.
Active Telemarketing/Appointment setting.
Conduct Customer Needs Analysis to determine specific insurance needs, and recommend appropriate
coverage packages from Freeway's selection of over 30 partner insurance carriers.
Refer customers seeking Homeowner, Renter, or Commercial Auto policies to Freeway Special Lines
Maintain and update customer and prospect CRM system databases.
Professionally tend to all Spanish speaking clients, and prospective clients.
Handle all customer requests for Policy Service, Bill Payments, Endorsements, and Policy Cancellations.
Conduct Customer Satisfaction surveys as directed by upper management, to determine customer satisfaction
levels, and develop strategies to improve these levels when needed.
Engage in local store marketing campaigns, with a view toward increasing agency exposure in our area, and
building cooperative marketing efforts with local area businesses.
by Confie Seguros/Freeway Insurance Services
Responsible for daily operation and management of local A-Affordable insurance office.
Hire, train and manage new agents, with emphasis on developing and executing local area marketing
Assist agents with customer presentations and closing difficult accounts.
Develop and maintain Cooperative Marketing relationships with local area car dealerships, finance
companies, captive insurance agents, banks, and other financial institutions.
Review and approve biweekly employee payroll.
Conduct employee evaluations, pay reviews and Performance Improvement Plans when warranted.
Liaise with upper level management, with regard to setting Agency Sales Targets, and manage agents to
consistently achieve and exceed posted goals, as well as maintain an average 70% close ratio on all quoted
Develop and maintain local referral sources, manage agents to achieve company required referral targets, and
oversee customer referral rewards program.
Maintain a consistent personal policy and ancillary sales ratio of 67% overall.
Provide World Class customer service and client support to all customers.
Develop and coordinate community involvement programs, with a view toward increasing brand awareness
and overall market share locally.
Business to Business sales of Colonial Life Worksite Benefits programs.
Conduct Decision Maker Presentations, Employee Group Meetings, and assure timely employee enrollments.
Recruit new sales representatives, and establish working relationships with area insurance Brokers.
Manage Sales team, and ensure that all members achieve individual, as well as District production goals.
Maintain personal production goals as set by District General Agent.
Assist in training of new recruits, and manage their production to achieve District Sales Plan.
Expansion of client base by establishing new banking relationships with individuals and businesses in the
area, and maintaining current relationships through regular phone and face to face contact.
Use of CRM software to generate new business leads and track existing client relationships.
Open and maintain individual and business checking, savings, and investment accounts.
Sales of Investment products such as Mutual Funds, IRA's, Annuities and CD's to businesses and individuals.
Initiate and manage finance applications for Automobile, Home Mortgage, Home Equity Lines of Credit, as
well as CD and Savings Secured Lines of Credit.
Sales of Chase branded Credit Cards to Business and Personal accounts.
Maintain accurate logs of all new accounts opened and report same to management.
Complete all required training and continuing education courses in a timely manner.
Insure that all accounts are compliant with current government laws and regulations.
Comply with all sales goals, targets and quotas as prescribed by Corporate management.
Provide Notary Services to clients as needed, and in compliance with current regulations.
Sales of pre-owned, late model luxury automobiles and SUV's to the general public
Lead generation through cold calling, and follow up.
Use of Internet based CRM system to generate leads, track prospects, and follow up with prospects and
Posting sales ads on internet resources to generate sales leads.
Use of email campaigns to generate sales leads.
Internet sales of pre-owned automobiles to clients both nationally, and internationally.
Coordinate transport and logistics for out of state, and export sales when necessary.
Maintenance and updating of internet sales ads.
Responsible for all aspects of daily retail store operations.
Hired and trained employees, utilizing standard company Sales Training program.
Performed Human Resources duties to include employee scheduling, final processing, and submission of
timesheets and payroll.
Performed weekly evaluations of sales representatives, and reported same to upper level management.
Performed employee salary reviews.
Ensured continued employee compliance with all company policies and directives.
Maintained and updated all procedural manuals as required.
Maintained a personal sales quota, while ensuring employee compliance with company quota requirements.
Top Sales Person through 2007, March 2008, and April 2008.
Performed weekly merchandise inventory, compiled and submitted inventory reports to upper management.
Interfaced with all levels of Wireless Lifestyle, and Sprint PCS Corporate management to obtain resolution of
client issues, and insure total customer satisfaction.
Performed employee performance / disciplinary write-ups as necessary.
Performed nightly store closing, counting and verification of daily cash receipts, and nightly bank deposits.
Coordinated with Corporate Marketing department on execution of local and regional advertising.
Sales of Alltel branded wireless voice and data communications services to both individual, and business
Sales of Alltel branded prepaid wireless voice and data service packages to low usage, or credit challenged
Conduct customer needs analysis and recommend appropriate wireless phone, and accessory packages based
upon results of the analysis.
Conduct quarterly Customer Satisfaction Audits, and update customer databases.
Acted as company liaison in handling client disputes, billing or service issues.
Create, update and maintain client and prospect databases.
Responsible for handling all cash, credit and customer billing transactions.
Initiate and manage all new customer credit applications, and credit checks.
Responsible for reporting daily sales of all wireless service plans, equipment, and accessories to
Expansion and maintenance of multiple territory customer base via on-site meeting and sales presentations
with corporate decision makers.
Evaluate current customer usage patterns, and recommend new or additional products to meet changing
Coordinate customer In-service training with product Manufacturing Representatives.
Act as company liaison in Collections matters.
Provide product education and consultation to customers as needed.
Attend area trade shows as required by management.
Responsible for writing returned merchandise authorizations and customer merchandise credits.
Assess client needs versus current coverage, design individualized insurance portfolio utilizing comparative
rate quotes from client carriers, and write necessary policies.
Assist client in preparing and submitting claim forms.
Furnish individual client support and consultations on specific issues relating to client insurance portfolio.
Provide insurance policies for Whole Life, Term Life, Medicare Supplements, Major Medical, Health,
Individual Personal Injury/Accident Policies, Tax Qualified and Non-tax Qualified Long Term Care policies,
and Tax-deferred Annuities.
Coordinate and manage direct mail, and telemarketing campaigns utilizing self-generated, client referred, and
carrier referred leads.
Manage accounting and tax record keeping.
Responsible for expansion and maintenance of nationwide customer network.
Heavy phone and personal contact with corporate decision makers, with regard to design and implementation
of customized voice and data solutions.
Initiated and managed customer-install orders from verification through final turn up.
Managed all customer service requests. Provided regular status reports to client and upper management as
Assisted client with development and enhancement of their in-house network, utilizing currently available
Responsible for training of newly hired business consultants.
Acted as liaison between Broadwing and client in the resolution of client issues as requested.
Responsible for expanding and maintaining customer base through extensive telemarketing, and on-site client
Excellent skills in matching customer needs to existing products and services.
Interface with various departments and management as necessary to insure timely resolution of client issues.
Provide account status to client on all active accounts.
Assist clients with developing and enhancing in-house risk management policies, designed to protect against
fraud and financial loss.
Provide clients with educational literature as requested.
Evaluated customer environment, prepared and presented proposals, and custom tailored office system
solutions to meet client needs.
Heavy customer contact via on-site meetings, managing inbound service calls, and providing light technical
support as needed.
Managed the department in the absence of the manager.
Performed Human Resources duties; processed time sheets and payroll.
License to write, and sell Property and Casualty Insurance policies,in Texas.
License expires in November, 2021
License to write, and sell Life, and Health Insurance in Texas. License expires in November 2021.
- Computer Literate
- Fully Bilingual in English and Spanish