Sofia Guzman Winter Email & Phone Number

• Manage a portfolio of member accounts, helping them to achieve their business goals and get the most value out of their TSIA membership.
• Develop and implement customized member success plans.
• Provide technical support and guidance.
• Build and maintain strong relationships with members.
• Grow portfolio of members by acquiring new accounts and expanding existing accounts

Greater San Diego Area

• Review and audit all applications prior to submitting it to the carrier for review
• Manage over 250 cases during the underwriting process from the moment they arrive with the carrier though the final approval process

San Diego

• Oversee on a monthly basis of over 1k client insurance applications by acting as a liaison between clients, agents, third party exam vendors, and insurance carriers
• Operate Salesforce as a platform to manage daily workload, customer relationships, and necessary components for the new business process by identifying cases that need special handling
• Involved in hiring, training and onboarding of new client success members
• Received MVP award for the department for top yearly performance

Greater San Diego Area

• Serviced over 500 retail customers and responded to inbound support requests via email, live chat, phone, and GoToMeeting
• Proactively reviewed customer product usage to identify opportunities where we could promote increased product engagement, loyalty, and retention
• Created several public knowledge bases, webinar series, outbound communications, and Customer Success operation workflows
• Helped define support workflows for several new feature and product line releases
• Directly involved in customer acquisition efforts and new customer onboarding
• Power user of Salesforce, Desk.com, SnapEngage, Intercom, Hubspot, Jira and Trello

Greater San Diego Area

• Generated higher number of business accounts, total of 19, in the Chula Vista market in 1Q2016
• Ranked #1 Consultant in “Customer Service” and “Willingness to Recommend” categories in West Region
• Established a sales pipeline by building value and matching customer needs with available products

• Core responsibilities focused on presenting value-added solutions based on analysis of customer needs in order to create a positive consumer experience
• Finished fiscal year in top 20% of scorecard for the Southwest US region
• Achieved highest accessory revenue per device ($171) in 2014
• Achieved highest home phone solutions sales in a month
• Awarded certificate of excellence in 2014 for being Top 5 representative in West Texas district

• Managed over 100 individual and corporate client accounts which included over $30M in insurance policies, $700K in retirement funds, and $300K in other financial instruments
• Performed financial analysis on portfolio of over 30 products, including IRA, SEP Plans, and mutual funds, to determine which products were best suited to client needs

• Developed and strengthened client relationships through weekly portfolio reviews, conference calls, and site visits
• Conducted bi-monthly presentations to senior managing partners providing client development updates, sales & strategy recommendations, and new business opportunities

Office Of The Dean

• Spearheaded project to increase alumni participation and strengthen relationships with involved alumni that resulted in increased donations to College of Business Administration
• Implemented and managed a databased of College of Business Administration alumni that is currently still used to foster alumni involvement

Bachelor Of Business Administration (Bba), Marketing

Activities and Societies: Collegiate Entrepreneurs and Innovation (CEO) Cabinet Member. Dean's Special Projects Team - Office of the Dean

International Exchange Program, Marketing And Finance