Alexis SantiagoAS
Open to opportunities

Alexis Santiago

@alexissantiago

Insurance sales specialist with expertise in underwriting and training.

United States
Message

What I'm looking for

I seek a role that offers growth opportunities and values teamwork and customer satisfaction.

I am an experienced insurance sales and underwriting specialist with a strong background in customer service and training. Currently, I work at AAA Auto Club, where I handle inbound calls regarding policy changes and sales, generate leads, and conduct underwriting evaluations. My role also involves educating customers on coverage options and ensuring compliance with state regulations. I take pride in meeting monthly sales goals and providing hands-on training and support for new hires.

Previously, I served as an Auto Insurance Agent and Underwriting Associate at Direct Auto Insurance, where I provided personalized insurance quotes and assessed risk factors for policy eligibility. My experience also includes customer support roles, where I developed strong communication and problem-solving skills. I am passionate about helping clients navigate their insurance needs and ensuring they receive the best coverage possible.

Experience

Work history, roles, and key accomplishments

AC
Current

Insurance Sales / Underwriting Specialist / Trainer

AAA Auto Club

Sep 2023 - Present (1 year 10 months)

Managed inbound calls for policy changes and sales, generating leads through various sources and marketing strategies. Conducted underwriting evaluations, assessed risk, and ensured compliance with state regulations while educating customers on coverage options.

DI

Auto Insurance Agent & Underwriting Associate

Direct Auto Insurance

May 2017 - Sep 2023 (6 years 4 months)

Provided personalized auto and renters insurance quotes, advising clients on coverage options to meet state requirements and personal needs. Assessed risk factors, processed underwriting approvals, and handled claims inquiries while exceeding weekly sales quotas.

WA

Cashier & Customer Service Associate

Wal-Mart

Oct 2013 - Mar 2015 (1 year 5 months)

Processed customer transactions efficiently and accurately, managing returns, exchanges, and layaway services. Assisted with online orders and money transfers.

Education

Degrees, certifications, and relevant coursework

SU

Strayer University

Major, Business & Marketing

Currently pursuing a major in Business & Marketing. Focusing on core business principles and marketing strategies.

KU

Kaplan University

Mass Communications/Public Relations, Mass Communications/Public Relations

Studied Mass Communications with a focus on Public Relations. Gained knowledge in communication strategies and public relations practices.

DS

Dreamyard Preparatory High School

High School Diploma, General Studies

Completed high school education at Dreamyard Preparatory High School. Focused on foundational academic subjects.

Tech stack

Software and tools used professionally

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Alexis Santiago - Insurance Sales / Underwriting Specialist / Trainer - AAA Auto Club | Himalayas