Summary
Overview
Work History
Education
Skills
Languages
Licenses
Timeline
Generic

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, CA
06-2010

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

Similar Profiles

CREATE PROFILE
Patricia Aguilar