ALEJANDRO

• Ensured customer satisfaction by achieving an 80% positive rating through Google surveys.
• Structured a comprehensive workflow incorporating calls, voicemails, texts, and emails with follow-up to support account coordination.
• Held weekly check-ins with the leadership team.
• Delegated tasks equitably across the organization and coached staff to ensure consistent performance and task completion.
• Trained and coached staff to increase sales of life policies.
• Served as the main point of contact between carriers and first-time responders.
• Audited tasks, phone calls, emails, and texts to ensure quality and meet expectations based on a ranking system.
• Developed corporate handbook to ensure standardized workflows company-wide.

• Prospected 1,000 companies monthly to generate new business opportunities, consistently securing 15-20 meetings per month.
• Executed approximately 100 calls, emails, SMS, and LinkedIn messages daily to engage potential clients.
• Designed and managed targeted email campaign sequences across various industries, including IT, Non-Profits, Government Agencies, Marketing, Mortgage, Healthcare, Construction, Accounting, Sales, HR, and Software Development.
• Developed a comprehensive sales funnel to effectively engage C-Level Executives, VPs, Directors, and Managers through multi-channel outreach (phone, SMS, LinkedIn, email).
• Delivered persuasive pitches to high-level decision-makers, enhancing client acquisition and relationship building.

• Prepared end-of-day (EOD) reports to ensure accurate accounts payable by reviewing receipts and vouchers.
• Maintained positive and effective communication with insurance providers to resolve payment discrepancies.
• Fostered positive relationships through in-person visits to allied agencies, securing referrals to generate additional business.
• Consistently achieved monthly sales goals, earning commissions and ensuring timely payment collections.

• Utilized a customer-focused, needs-based review process to educate clients on insurance options.
• Developed leads by troubleshooting customer issues and identifying needs to recommend appropriate products.
• Executed various office duties, including processing payments, managing inbound and outbound calls, sending and receiving emails, scheduling appointments, managing the company's Facebook account, and servicing customer accounts.

• Collected and compiled data from over 180 Latin American academic institutions' websites using Excel.
• Assessed diversity and inclusion practices within these institutions to promote and enhance effective institutional strategies.
• Designed the outline for the research report to be presented and published by the Academy of Management (AoM).