Christopher Sanz Email & Phone Number

Remote

• Lead a team of 3 licensed agents in driving commercial and residential insurance sales by prospecting new clients, nurturing existing relationships, and identifying cross-selling opportunities.
• Conduct detailed insurance reviews with families and businesses, qualifying leads by assessing client needs providing tailored policy solutions, enhancing overall customer satisfaction.
• Designed and implemented customer-focused processes that increased overall client loyalty and contributed to a 33% growth in sales in 2023 by improving follow-up systems and lead nurturing strategies.
• Collaborated closely with management to align sales efforts and streamline lead qualification, resulting in faster client resolutions and higher customer retention.

Woodland Hills, California

• Built strong relationships with clients, delivering personalized financial solutions that addressed their unique needs, improving customer satisfaction and increasing repeat business by 20%.
• Boosted branch investment production by 15% by identifying client needs and referring them to investment bankers and financial advisors for IRAs, auto loans, and credit cards.
• Skillfully de-escalated customer disputes, reducing customer complaints by 25%, and improving overall retention and satisfaction metrics.

Greater Los Angeles Area

• Conducted in-depth analysis of target investment properties using MLS and market data, providing actionable insights that contributed to a 10% portfolio growth over two years.
• Served as a key liaison between investors and asset managers, coordinating communication and ensuring client needs were met through timely responses and project updates.
• Delivered clear and concise investment reports to management and investors, improving client decision-making and fostering trust in business relationships.

Greater Los Angeles Area

As a Lead Barista at Starbucks, I embraced the role of a mentor and customer service advocate, ensuring both operational excellence and an outstanding customer experience. My tenure was marked by significant contributions to team development and customer engagement.

Political Economics, Tech And International Trade

Activities and Societies: Berkeley Method of Entrepreneurship, Venture Capital CompetitionsBuilt and led a five-member team to devise and.

Associate'S Degree, Economics

Associate of Arts - General Studies: Science, Technology, Engineering & Mathematics Associate of Arts - General Studies: Social and.