Daniel Jimenez Email & Phone Number

Rancho Cucamonga, California, United States

I'm passionate about making life insurance accessible to the underserved Latino community in Southern California. As the Life Insurance Manager at Adriana's Insurance, the largest Latino insurance agency in the region, I lead a team dedicated to educating and empowering our clients.We help families prepare for life's unexpected challenges, ensuring financial security during difficult times.Connect with me to discuss:Life insurance solutions for the Latino communityFinancial planning for unexpected eventsBuilding a secure future for your loved ones

Remote

First full-time, dedicated insurance agent responsible for establishing a 1MM book of business. Doubled agency capacity and output by 100%, Increased agency Commission by 400% over agency partnership agreement. Analyzed an average of 25 daily quote requests, manually quoted within a network of 10+ available carriers. Following through with quote presentation, binding, and servicing policies issued. Established onboarding process and assisted in creating agency workflows and training procedures. Mentored and trained junior agents, handling complex/escalated issues, Maintained agency CRM with regular audits, and assisted with agency reporting.

Los Angeles Metropolitan Area

As a Senior Platform Sales Specialist at Azibo Inc., I demonstrated a remarkable ability to promote and position fintech-based products and services, resulting in a 30% increase in product adoption. My applied sales skill set and deep understanding of the platform led to a 25% rise in requests for live demos, enhancing customer engagement and driving product adoption. I played a pivotal role in streamlining the sales process, reducing time to first contact by 36 hours and increasing connection rates by 40%. Collaborating cross-functionally, I identified vital user trends and insights that led to a 50% increase in paid product adoption.

Austin, Texas Metropolitan Area

Proactively responded/followed up with prospects via text, email, and 100+ outbound calls to optimize customer engagement while adapting to ever-changing technology as processes were being built with minimal oversight. The only Spanish-speaking Agent on staff aiding in increased market share. Use independent ethics-based judgment to place customers with the suitable carrier appropriately. Achieved 25% conversion while handling 15+ daily requests by providing excellent customer service and follow-up. Averaged 75k commissionable insurance sales month over month and 675k in renewable premium. Provided weekly feedback to the Executive team to build/improve processes.

Las Vegas

At Farmers Ins., I effectively implemented proprietary sales strategies, contributing to a 25% increase in agency revenue and ranking #1 in the territory. I nurtured relationships with local businesses to expand commercial insurance penetration, generating over 200k in commissionable revenue. I actively contributed to team improvement and retention through mentoring and feedback collection. I assisted with application and CRM audits to ensure adherence to enterprise policy and state compliance.

Los Angeles, California, United States

As a Reservations Agent at Viking Cruises, I effectively managed a high volume of inbound calls, optimizing revenue per customer through a "wants" based selling approach. I established ongoing contact with post-sale clients, resulting in a 25% increase in up/cross-selling insurance and unique excursions. Despite COVID-related port closures, I maintained an outstanding 65% rebook rate, exceeding the company's average and contributing over 2MM in revenue retention.

San Fernando, California, United States

During my tenure at State Farm, I managed broad-spectrum business operations, exceeded annual production goals, and led the opening and management of two agencies, contributing to over 2MM in revenue. I led team development efforts and aligned operational focus with long-term strategic goals, driving sales growth in the Latino market.

Los Angeles, California, United States