David D Vera
***** ******* ***** **. ****** TX 936-***-**** ************@*****.***
Executive Summary
High Energy, creative Leader with strong communication skills. Outstanding listening and understanding skills and the ability to make others comfortable while exceeding company goals.
Specialties
Strong Analytical & Problem-Solving Skills: Ability to identify, analyze, and solve complex problems within a fast paced work environment.
Exceptional Interpersonal Bilingual Skills: Strong verbal and written communication practices in both English and Spanish that develop positive business relationships and rapport in cold calling and prospecting.
Great Technical & Computer Skills: Strong proficiency and creative abilities in using Microsoft Office Suite. Ability to quickly learn, adapt and leverage new computer programs.
Customer Focused & Action Oriented: Specialty skills in negotiations and quality assurance.
Resilient Leadership Skills: Specialty skills in Consultative Selling methodologies and organized follow up.
Work Experience
Liberty Mutual Insurance Company: October 2010 – Present
The Woodlands, TX
Assistant Branch Manager (Currently hold Property & Casualty and Life Licenses in TX)
•Established positive relationships with a broad range of service providers assuring a high quality customer experience.
•Scheduled, coordinated, and led team Sales in knee to knew outbound calling and prospecting trips out of the office.
•Made prospecting calls at networking events and via telephone follow-ups to model desired activity in Sales Reps.
•Managed and created Excel reports and projects as needed to perform detailed analytics.
•Managed multiple successful projects by performing task assignments, progress tracking and regular status reporting.
•Managed my own and coached the updating by personnel to their Calendars using Microsoft outlook.
•Identified opportunistic sales during Sales onsite engagements and provided personalized product overviews.
•Provided new employee mentoring and training on Sales and Customer service management, product knowledge, quality control practices and business systems.
•Excellent time management, prioritization and organizational skills.
•Implemented quality management programs to increase Customer Satisfaction and retention. Office consistently rated above average in customer satisfaction surveys.
•Coached Service in retaining policyholders who inquired about canceling through open listening, negotiation and policy reviews.
•Proactively coached Sales and Service reps to identify and communicate policy transactions and impact to customer billing.
•Strong written and oral communication skills.
Liberty Mutual Insurance Company: July 2007 – October 2010
The Woodlands, TX
Lead Sales Representative:
•Cultivated high quality insurance prospects providing insurance services to acquire a loyal customer base.
•Cultivated business networks to effectively brand myself as an exceptional insurance agent.
•Established and maintained business relationships with clients to consistently glean referrals.
•Maintained a high level of responsiveness and efficiency in addressing customer requirements in demanding conditions.
•Lead coordinator in effectively mentoring lesser experienced Sales Reps to succeed in their careers.
•Consistently prospected for new business via cold calls in person and through strong referral base.
•Reviewed and clarified customer requests and followed up in accordance to set benchmarks and exceeded all.
•Provided information and answered questions regarding customers’ insurance plans an informative and courteous manner.
•Used consultative sales and high end customer service skills to listen, uncover customer needs, and position the correct solution in a professional manner.
Texas Farm Bureau Insurance Company: June 2005 – July 2007
Conroe, TX
Agent:
•Cultivated Property & Casualty and Life Insurance prospects to build a consistent customer and referral base.
•Responsible for representing the company in a multitudinous and diverse population.
•Managed schedule and service delivery performance.
•Nurtured business networks to effectively brand myself as an exceptional insurance agent.
•Established and maintained business relationships with clients to consistently glean referrals.
•Maintained a high level of responsiveness and efficiency in addressing customer requirements in demanding conditions.
•Reviewed and clarified customer requests and followed up in accordance to set benchmarks and exceeded all.
•Provided information and answered questions regarding customer’s plan benefits and/or claims in an informative and courteous manner.
•Used consultative sales and high end customer service skills to listen, uncover customer needs, and position the correct solution in a professional manner.
•Performed evaluations of effectiveness of customer service process, and made improvement recommendations.
FIDAVID Insurance Company: January 1998 – May 2005
Brownsville, TX
Producing Agent/Owner:
•Hunted for insurance prospects providing insurance services to acquire a loyal customer base.
•Cultivated business networks to effectively brand myself as an exceptional insurance agent.
•Established and maintained business relationships with clients to consistently glean referrals.
•Maintained a high level of responsiveness and efficiency in addressing customer requirements in demanding conditions.
•Reviewed and clarified customer requests and followed up to successfully retain their business.
•Used consultative sales and high end customer service skills to listen, uncover customer needs, and position the correct solution in a professional manner.
•Performed evaluations of effectiveness of customer service process, and made improvement recommendations.
Relevant Education & Licenses
Hannibal La Grange University, Hannibal, MO August 1979 – May 1981
Bachelor’s in Theology
University of Missouri, Columbia, MO August 1981– May 1983
Master’s in Psychology/English
Florida State University Tallahassee, FL July 1983– May 1984
Ph.D. in Psychology
General Lines Agent: Texas Department of Insurance July 1998
Property & Casualty, Life, Accident, Health & HMO