Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Timeline
Generic

Joe Cruz

San Jose

Summary

Excellent communicator and dependable team player with strong understanding of the insurance industry and agency operations systems. Adept at building relationships with clients, brokers and other stakeholders while delivering outstanding service. Highly organized and detail-oriented with strong ability to identify potential risks and develop solutions.

Overview

26
26
years of professional experience

Work History

Account Manager, Inside Sales

Campus Insurance Services
07.2024 - Current
  • Managed a diverse portfolio of accounts, ensuring each client received personalized attention tailored to their unique needs.
  • Effectively resolved escalated client issues in a timely manner while maintaining positive working relationships.
  • Expanded client base through targeted prospecting and effective lead generation efforts.
  • Liaised with clients via email or phone to identify and address needs, growing existing accounts through cross-selling.

General Handyman

TaskRabbit/Self-Employed
11.2017 - Current
  • Performed over 1,000 handy man task with a 5 Star customer rating.
  • Provided mounting services such as TV's, shelves, mirrors etc.
  • Performed minor wall repair, installed drywall and applied wallpaper.
  • Performed basic electrical work and plumbing repairs such as installing new toilets, removing electrical wires, unclogging drains and maintaining gutters.
  • Completed various minor home repairs as requested. Such as fence repairs, door and lock repair and replacement.

Account Executive

Clayton-DHW Insurance Brokers
03.2021 - 02.2022
  • Provided solutions for a list homeowners insurance accounts on non-renewal status.
  • Meticulous review of accounts to identify gaps in coverages and accuracy of scheduled items/locations.
  • Delivered services to clients to secure additional business and grow revenue streams.
  • Maximized revenue by servicing accounts and proposing new products and services to established customers.

Account Manager

Risk-Strategies Co.
03.2005 - 03.2021
  • Managed and maintained a large book of personal lines accounts including high net worth.
  • Oversaw new business development to generate sales through company lead programs.
  • Provided coverage reviews and summarizations for clients every renewal in order to maximize insured's protection.
  • Educated clients on new products and services and updated account information to maintain high standards of client service.
  • Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.

Customer Service/Sales Assistant

InsPro Agents And Brokers
08.2000 - 03.2005
  • Delivered superior customer service to retain existing customers and attract future customers.
  • Processed requests for evidences and certificates to title companies, banks and additional interests.
  • Cross sold current personal lines customers and quoted new business prospects.
  • Continued my education by attending insurance schools offered by companies such as Safeco Insurance Co.

Customer Service

Allstate Insurance Co - Jaime Ulloa Agency
08.1998 - 04.2000
  • Hired as front desk reception to answer constant flow of customer calls with minimal wait times.
  • Attended P&C license training and obtained CA P&C license in 1998.
  • Responded to customer requests such as policy changes and endorsement processing.
  • Assisted with company underwriting requests.
  • Began quoting auto and home insurance prospects.

Education

High School Diploma -

Independence High School
San Jose, CA
06.1993

Some College (No Degree) - General Education

De Anza College
Cupertino, CA

Skills

  • Understanding of Current Market
  • Sales Expertise
  • Strong Customer Relationships
  • Product and Service Sales
  • Forecast Preparation
  • Account Management
  • Verbal and Written Communication
  • Prospecting and Cold Calling

Accomplishments

    -Licensed Property and Casualty agent with a Certified Insurance Service Representative Elite designation.


    -25 years of experience in the personal insurance market.


    -Experience in agency manament systems such as AMS360, Applied TAM and Nexsure.


    -Knowledge and experience with company quoting and policy service websites.

Languages

Spanish
Limited Working

Timeline

Account Manager, Inside Sales

Campus Insurance Services
07.2024 - Current

Account Executive

Clayton-DHW Insurance Brokers
03.2021 - 02.2022

General Handyman

TaskRabbit/Self-Employed
11.2017 - Current

Account Manager

Risk-Strategies Co.
03.2005 - 03.2021

Customer Service/Sales Assistant

InsPro Agents And Brokers
08.2000 - 03.2005

Customer Service

Allstate Insurance Co - Jaime Ulloa Agency
08.1998 - 04.2000

High School Diploma -

Independence High School

Some College (No Degree) - General Education

De Anza College

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Joe Cruz