Shantel Martinez Email and Phone Number

Responsible for the investigation, evaluation and settlement of auto claims for policyholders. Explained features, advantages, and disadvantages of various features to promote sale of insurance policies. Consistently met and exceeded department expectations for productivity and accuracy levels.Upheld the highest level of integrity and provide exceptional customer service during all touch points with customer.

• Delivery of interactive sales presentations on eco-friendly, green products and services to decision makers.• Meet with customers in person to investigate damage and demonstrated understanding of building construction principles.• Maximized sales of exterior projects including: sales planning, in-home customer consultations, product solutions, development of project proposals, and tracking of current and potential sales.• Consistently met and exceed department expectations for productivity and accuracy levels.

Lead and manage accounts team with developing new strategies to grow business.Direct Marketing efforts and oversee business operations.Train account executives on selling processes dealing on debt consolidation and loan programs for client debit relief. Create sales script for new hire onboarding. Report directly to CEO to identify marketing process improvements.

Achieved Sales Targets on a month-by-month basisCustomer service orientated, focus on maintaining strong clientele relationships. Goes above and beyond to add value to business and listen to clients’ needs; helping guide clients towards the best and most appropriate products. Staying abreast of evolving industry and product changes.Sought out new clients and developed clientele by networking to find new customers, working numerous events and generate lists of prospective clients.Exceptional at developing professional relationships and functioning in a variety of roles as a leader, team member and independent worker. Strong organizational skills; adept at prioritizing and multi-tasking to create most efficient work environment.

Handle Cost Control, financial reconciliation and budget analysis of each event.Arranged venue ticketing and national vendors.Coordinate event marketing, website promotion, through direct marketing and print media.Negotiate and administer multiple contacts with facilities vendors, in accordance with budget constraints and company policies and procedures. Trained new and current employees on event procedures and on day to day operations.