Summary
Overview
Work History
Education
Skills
Previews Jobs
Languages
Timeline
Generic

Ulises Eduardo Diaz

NUEVO LAREDO

Summary

Driven sales agent with 6 years of experience offering personalized, courteous service. Expert at managing insurance sales cycle, prospecting and follow-up support. Skillful in advising current and potential clients on insurance coverage plans and processing applications, payments and corrections. Resourceful and versatile professional with reputation for consistently achieving aggressive sales goals.

Results-driven professional provides customers with tailored solutions to meet needs. Successfully establishes relationships with customers and delivers quality service. Agile individual with excellent communication and customer service skills.


To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.


Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level for any position. Ready to help team achieve company goals.

Overview

6
6
years of professional experience

Work History

Insurance Sales Agent

Eddy Diaz
07.2022 - 09.2023
  • Increased sales and customer satisfaction through personalized servicing.
  • Assisted call-in customers with questions and orders.
  • Offered each customer top-notch, personal service to boost sales and customer satisfaction.
  • Provided superior service to customers by quickly and courteously responding to requests, inquiries, suggestions and concerns.
  • Provided comprehensive product knowledge and guidance to help clients on product selection.
  • Followed up promptly with interested clients to close sales.
  • Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
  • Sold auto, home, life, and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
  • Developed strong referral network in community to raise awareness and increase sales opportunities.

Sales Agent

Eddy Diaz
08.2017 - 06.2022
  • Increased sales and customer satisfaction through personalized servicing.
  • Assisted call-in customers with questions and orders.
  • Offered each customer top-notch, personal service to boost sales and customer satisfaction.
  • Provided superior service to customers by quickly and courteously responding to requests, inquiries, suggestions and concerns.
  • Used Salesforce CRM software to record personal information and purchases of contacted prospects.

Education

High School Diploma -

South High School
Omaha, NE
05.2016

Skills

  • Reading Comprehension
  • New Policy Quotations
  • Property and Casualty Insurance Sales
  • Insurance Coverage Verification
  • Product knowledge
  • Prospecting & discovery
  • Sales presentations
  • Customer service
  • Client management
  • Bilingual in Spanish and English C1
  • Adaptability

Previews Jobs

  • Marketing storm leads

 Marketing Storm Lead is a company that specializes in lead generation and digital marketing services. Their services include social media marketing, SEO optimization, email marketing, and more. As a sales representative or customer service representative for Marketing Storm Lead, one would be responsible for reaching out to potential clients, building relationships with them, and assisting them with their marketing needs. 

      Experience learned

  • Sales
  • Customer service
  • CRM


  • Staylisted

 through improving their online visibility and search engine rankings. Staylisted provides a range of SEO services, including keyword research, on-page optimization, link building, content creation, and local SEO. The company also offered customized strategies and monthly reporting to track a client's performance and progress. Staylisted aimed to make SEO accessible and affordable for small businesses by cost-effective solutions with no long-term contracts. 

     Experience learned

  • Sales
  • Customer service
  • Back Office
  • CRM


  • Onestar

 Onestar is a technology company that provides a variety of services to businesses in different industries. One of these services includes offering an app called Housecall Pro to help streamline the operations of big businesses. Housecall Pro is a mobile app that helps businesses manage and automate their day-to-day tasks such as scheduling appointments, dispatching technicians, processing payments, and generating invoices. The app is specifically designed for service businesses like home services, plumbing, HVAC, and electrical contractors. Onestar's Housecall Pro aims to improve operational efficiency in these industries by automating time-consuming tasks, reducing paperwork, and enabling businesses to stay connected with their customers. With this app, big businesses can have an easier time managing their workforce, improving customer satisfaction, and increasing revenue. 


        Experience learned

  • sales
  • Customer service
  • CRM
  • Virtual Assistant



  • Porch

 Porch is a customer service concierge company that offers a wide range of services to help new home buyers. The company has multiple departments that specialize in different areas of home ownership, including home insurance, home security, movers, TV and internet installation, home warranty, and solar panel installation. By partnering with Porch, new home buyers can benefit from a comprehensive suite of services that can help them settle into their new home more quickly and easily. With a commitment to customer satisfaction and a focus on personalized service, Porch stands out as a reliable and trustworthy partner for homeowners. 

        Experience learned

  • Sales
  • Customer service
  • CRM
  • Back office


Languages

English
Bilingual or Proficient (C2)
Spanish
Bilingual or Proficient (C2)

Timeline

Insurance Sales Agent

Eddy Diaz
07.2022 - 09.2023

Sales Agent

Eddy Diaz
08.2017 - 06.2022

High School Diploma -

South High School
Ulises Eduardo Diaz