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Sandra
Sales and Customer Service Professional with 10+ years in Insurance, Travel, and Financial Services
Video resume
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Competencies
Extensive experience in delivering personalized support and resolving client inquiries across industries.
Proven ability to generate leads, close sales, and upsell services, significantly increasing revenue streams.
Handled inventory, order fulfillment, and business operations in the food service industry.
Experienced in hiring, training, and leading teams to achieve sales and service goals.
Skilled in financial reporting, client advising, and administrative management with a focus on accuracy and compliance.
Education
Languages
Summary
Dedicated professional with over a decade of experience in insurance, travel, and financial services. Skilled in client relations, sales, operations, and team leadership. Bilingual and adept at driving business growth and enhancing customer satisfaction.
Key Achievements
- Successfully managed client onboarding and claims support at Pacific Prime Insurance, enhancing customer satisfaction.
- Generated and closed multiple insurance sales, increasing revenue and client base.
- Led vacation booking and upselling at RCI, boosting membership renewals and customer loyalty.
- Founded and managed Con Sabor a Achiote, overseeing supply chain, operations, and business administration.
- Provided bilingual financial advisory services at American Express, improving client financial literacy.
Experience
Sales Consultant
Create first contact for new client prospects. Generate comparative quotes for clients. Close sale and process applications. Assist clients with claims, doubts and understanding of their plans. Generate chat schedule. Chat reports for statistics of chats taken, missed and sales due to this chats
Travel Guide
Booking of national and international vacations.. Customer service for questions on accounts.. Up sale of membership and renewals.. Insure all kind of options for different vacation desires.. Protection/ insurance sales for vacations.. Floor support for colleagues.
CEO/FOUNDER
Cooking and recipes elaboration.. Kitchen sanitation to keep it clean and ready to get orders done.. Plating of all orders.. Supply chain management.. Accounting and business administration.. Waitress /server of orders.. Cashier.. Dining control, to assure cleaning areas, and stock tables.. Community manager.. Photographer for social media content.. Marketing manager.
Financial Advisor
Customer service for USA credit card holders (Spanish and English).. Elaboration of reports for sales and metrics on the team.. Personal coaching to better usage of credit and financial knowledge.. Time coordinator of follow up calls.. Sales of different products and additional benefits to card members.. Mentor/ trainer of new colleagues.. Floor support, management of supervisor calls and support for questions on the operation part for all agents.
Administrator
Payroll and retirement savings.. Elaboration and payment of invoices to clients.. General administration.. Payments and collection strategies.. Currency buying and selling.. Administration de AIRBNB (check in/out of guests and payments)
Corporate Trainer
Up sale new and existing customers using direct marketing. (door to door sales). Interviewing, hiring and training.. Creating presentations about services with AT&T.. Running meetings and business trips.. Customer service.
Skills
Video Transcript
Video Transcript 1
Hello, this is Sandra. I am a W4U woman living in Mexico City, having experience in customer service, virtual assisting, sales, entering data, creating scheduling, and making appointments. If you would like to know more about me, please contact me to my email address or my phone number. Have a nice Sunday and thank you for listening.