Alexis Santiago
@alexissantiago
Insurance sales specialist with expertise in underwriting and training.
What I'm looking for
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
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.
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.
Customer Support Specialist (Government Clients)
WidePoint
Feb 2020 - Jan 2021 (11 months)
Provided troubleshooting and activation support for government-issued devices, processing service suspensions, activations, and new equipment requests. Collaborated with carriers for service activation and delivered daily outage and major incident reports.
Linen Services Associate
Sentara Careplex
Feb 2018 - Feb 2019 (1 year)
Distributed, restocked, and managed linen for various hospital departments, handling soiled linen disposal and transportation for cleaning. Ensured efficient inventory management for smooth hospital operations.
Customer Service Representative
Faneuil – Washington Gas
Aug 2016 - Sep 2017 (1 year 1 month)
Handled inbound calls for billing, service transfers, and account management, processing payments and arranging payment plans. Conducted billing investigations and quality monitoring.
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
Strayer University
Major, Business & Marketing
Currently pursuing a major in Business & Marketing. Focusing on core business principles and marketing strategies.
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.
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
Availability
Location
Authorized to work in
Job categories
Interested in hiring Alexis?
You can contact Alexis and 90k+ other talented remote workers on Himalayas.
Message AlexisFind your dream job
Sign up now and join over 100,000 remote workers who receive personalized job alerts, curated job matches, and more for free!
