Anet Cortez Email & Phone Number

Greater Los Angeles Area

Greater Los Angeles Area

• Manages the wholesale and data affiliate lines of business for the organization that equates to over $10M+ in annual sales
• Oversees day to day customer high volume account orders and customer satisfaction
• Acts as the technical liaison for engineering in setting up new customer accounts with complicated customized data integration systems with various CRM and marketing automation systems
• Has met or exceeded quarterly new business targets consistently for 4 consecutive sales quarters by 10-15% quarter over quarter
• Develops and executes high value demand generation campaigns in conjunction with the marketing team to grow the prospect funnel for National Accounts

• Prospected and signed ten major carrier customer accounts as a new business line for the growing leads company with grass root campaigns
• Developed comprehensive incentive programs to recruit individual insurance agent customers as tied to the signed national carriers to maximize revenue potential of each carrier account
• Helped define volume pricing packages for high volume customers that would maximize revenue income for the company and still maintain customer satisfaction in not overselling the product
• Integral contributing team captain in the technical migration of over 2800 individual InsuranceLeads.com customers to the All Web Leads customer portals, keeping customer downtime at a minimum while still generating.

• Acted as first line triage of inbound customer calls, emails, faxes and internet inquiries in response of customer surveys, coverage questions and customer satisfaction escalations
• Responsible for proactive customer outreach to current customers to cross sell and up-sell additional lines of insurance
• Active customer account management for coverage changes, customer service and coverage inquiries