CHERYL DIANE MARTINEZ
**** ****** **** ****: 915-***-****
El Paso, Texas 79932 ***************@*****.***
SUMMARY OF QUALIFICATIONS
Proactive, goal-directed insurance professional seeking to leverage over 22 years of successful experience in the insurance industry. Previously appointed with 35 Insurance Companies. Strong knowledge of all phases of the insurance contract process. Proven ability to inspire confidence in customers and gain trust through attentive service and efficient problem-solving. Work effectively in self-managed and team-based projects, maintaining the highest ethical and quality standards, professional demeanor, and cooperative attitude. Possess exceptional leadership, sound decision-making, staff, and interpersonal skills. Areas of Expertise:
Life / Health Insurance
Ancillary / Medicare / Disability
Marketing / Sales
Networking
Plan Designing
Account Management
Individual / Group
Client Assessment
Negotiations
Project Management
Client Management
Payroll Deduction / Service
Proficient in Microsoft Office, Industry Specific Software LICENSES
Licensed Life & Health Insurance Agent, Texas 1997-Present PROFESSIONAL EXPERIENCE
FAMILY FIRST LIFE 2021 – Present
Outside Insurance Sales El Paso, TX
Insurance Broker for Multiple Insurance companies; sales and service of Life Insurance, Disability Insurance, Critical Illness, Cancer Accident, AD&D Hospital Supplements, Medical Supplements, and Final Expenses.
Work on behalf of customers to offer a wide variety of plans including plan comparisons; provide service to policyholders concerning questions related to coverage and claims; perform investigations, research, and handle customer concerns. BPSI 2017 – 2021
Account Manager / Sales El Paso, TX
Strategic marketing and sales of office furnishings to business clients; collaborated with sales team; serviced multiple clients concurrently. Forecasting and tracking client account metrics; upselling and cross-selling; collaborated closely with clients to determine needs and budgetary requirements. Provided professional customer service. COLONIAL LIFE INSURANCE -Various Insurance Companies 1997 – 2017 Outside / Inside Insurance Sales El Paso, TX
Appointed with 35 Insurance Companies surpassing client and employer expectations; leveraged consultative sales strength to nurture relationships and close deals; comprehensive knowledge of insurance products, services, and best practices.
Developed marketing strategies and promoted all types of new insurance contracts; breeding productive relationships to create a pool of prospective clients from various sources by networking, cold calling, and referrals.
Evaluated business and individual customers’ needs and financial status; proposed protection plans meeting client’s criteria. Recipient of numerous awards for exceptional sales performance. EDUCATION
San Jacinto College, Houston, TX, Major: Business Management Continuing Education for Texas Life & Health Insurance Agent Insurance Carrier Specific Product Courses and Testing