Patricia Aguilar
Irvine
Summary
Dynamic Sales Support Specialist with a proven track record at Auto Insurance Specialists LLC, excelling in customer relationship management and cross-selling techniques. Recognized for consistently exceeding sales targets while fostering customer satisfaction through effective needs assessment and attention to detail. Adept at multitasking in high-pressure environments, ensuring seamless service delivery.
Overview
16
16
years of professional experience
Work History
Sales Support Specialist
Auto Insurance Specialists LLC
11.2017 - 09.2025
- Assisted customers with sales needs such as purchasing auto, home, renters, condo, earthquake, dwelling fire, motorcycle and watercraft insurance
- Documented customer interactions and transactions for accurate, up-to-date records.
- Managed customer accounts, responding to inquiries and resolving customer service issues
- Coordinated responses and resources to handle special client requests.
- Followed up with customers by phone and email to resolve issues quickly and answer questions.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Cross-sold insurance products to existing clients to reach sales targets.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Conducted thorough policy reviews with existing clients, identifying gaps in coverage and offering additional protection options when necessary.
- Managed high call volume while maintaining professionalism, empathy, and attention to detail in each interaction.
- Processed policy updates and changes accurately, ensuring client needs were met in a timely manner.
- Set up customer payment plans to cover annual policies and renewals.
- Consistently met or exceeded performance goals related to both sales targets and customer service metrics.
Customer Service Representative
Automobile Club of Southern California
03.2017 - 11.2017
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
- Responded to customer requests for products, services, and company information.
- Worked effectively in fast-paced environments.
- Proven ability to learn quickly and adapt to new situations.
- Worked flexible hours across night, weekend, and holiday shifts.
- Assisted clients in navigating insurance policies and understanding their benefits, promoting informed decisionmaking.
- Managed time efficiently in order to complete all tasks within deadlines.
- Worked well in a team setting, providing support and guidance.
- Ensured accurate policy administration by diligently reviewing and updating client information, reducing errors in coverage.
- Facilitated smooth policy renewals by proactively identifying and addressing potential issues before they escalated, ensuring client satisfaction.
Appointment Coordinator
Tom Ferry International
04.2015 - 03.2017
- Directed telephone calls to appropriate parties.
- Demonstrated flexibility by adjusting schedules quickly in response to last-minute changes or requests from both clients and service providers.
- Regularly reviewed current processes for potential improvements, sharing insights with management for continuous optimization of the work environment.
- Coordinated appointments for multiple departments, ensuring optimal use of resources and time management.
- Streamlined appointment cancellations and rescheduling, minimizing disruptions to daily operations.
- Provided exceptional customer service, fostering positive relationships with both new and existing clients.
- Managed high call volume while maintaining professionalism and accuracy in appointment bookings.
Quality Control Inspector
Mocan Media
11.2011 - 04.2015
- Communicated with team members about quality issues.
- Inspected quality of calls, taking notes, and building reports
- Inspected incoming and outgoing calls for accuracy and quality.
- Reported repeated issues to supervisors and other departments, collaborating to identify issue roots and rectify problems.
- Directed field training to enhance participants' skills.
- Provided onsite training to help develop employee skills.
Sales Associate
Victoria Secret
11.2011 - 12.2011
- Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
- Handled cash transactions efficiently while adhering to company cash handling policies, ensuring accuracy in all financial exchanges.
- Built relationships with customers to encourage repeat business.
- Managed returns, exchanges and refunds in accordance with store policy.
- Answered customer questions about sizing, accessories, and merchandise care.
Intern
Wells Fargo & Company
01.2010 - 06.2010
- Supported staff members in their daily tasks, reducing workload burden and allowing for increased focus on higher-priority assignments.
- Gained valuable experience working within a specific industry, applying learned concepts directly into relevant work situations.
- Sorted and organized files, spreadsheets, and reports.
- Gained hands-on experience in various software programs, increasing proficiency and expanding technical skill set.
Education
Cesar E Chavez
Santa Ana, CA06-2010
Skills
- Customer relationship management
- Sales strategy development
- Customer needs assessment
- CRM software proficiency
- Cross-selling techniques
- Cash handling
- Teamwork and collaboration
- Attention to detail
- Multitasking Abilities
- Customer satisfaction
- Sales process
- Goal setting
Languages
Spanish
Full Professional
Licenses
CA Property and Casualty license
Timeline
Sales Support Specialist
Auto Insurance Specialists LLC
11.2017 - 09.2025
Customer Service Representative
Automobile Club of Southern California
03.2017 - 11.2017
Appointment Coordinator
Tom Ferry International
04.2015 - 03.2017
Quality Control Inspector
Mocan Media
11.2011 - 04.2015
Sales Associate
Victoria Secret
11.2011 - 12.2011
Intern
Wells Fargo & Company
01.2010 - 06.2010
Cesar E Chavez
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