
Jose Uribe
@joseuribe
Sales Development Representative at American Family Insurance using Salesforce to grow leads and customer relationships.
What I'm looking for
At American Family Insurance, I use Salesforce CRM to manage leads and follow-ups, improving lead conversion by 25%. I also recommend personal, commercial, and life insurance solutions through consultative conversations, contributing to 20% new business growth.
I strengthen client relationships through personalized insurance reviews and communication. This work increased policy and client retention by 15%.
Through my ongoing work with Mu Chapter - Alumni Advisor | President | Public Relations | Treasurer at Latino America Unida Lambda Alpha Upsilon Fraternity, Inc., I developed outreach and marketing initiatives that increased membership engagement by 80% and recruitment participation by 90%. I’m currently targeting sales development and business development opportunities in technology, SaaS, financial services, and B2B organizations.
Experience
Work history, roles, and key accomplishments
All Lines Marketing Advisor (Sales, Marketing, & Customer Service)
Jun 2025 - Present (1 year 4 months)
• Implement Salesforce CRM to track client interactions, manage leads, and coordinate follow-ups, improving lead conversion by 25% and strengthening pipeline management efficiency.
• Apply consultative sales techniques to assess client needs, identify coverage gaps, and recommend personal, commercial, and life insurance solutions, driving 20% new business growth.
• Promote the agency through Hea
Mu Chapter - Alumni Advisor | President | Public Relations | Treasurer
Latino America Unida Lambda Alpha Upsilon Fraternity, Inc.
Mar 2020 - Present (6 years 7 months)
• Led chapter operations as President, setting goals with the executive board, guiding initiatives, and ensuring policy compliance, increasing active membership engagement by 80%.
• Developed Instagram and Facebook marketing strategies with weekly content campaigns, increasing audience engagement by 60% and expanding the chapter’s online presence.
• Managed budgeting, expense tracking, financial
Oliver Wyman's Actuarial Bootcamp
Oliver Wyman
Jun 2022 - Jul 2022 (1 month)
• Gained exposure to 3 major insurance lines: Life, Property & Casualty, and Health, enhancing industry expertise.
• Developed proficiency in actuarial software tools, including Pricing Tools and the Chain Ladder Method, through 4 comprehensive case studies.
• Improved soft skills such as communication, teamwork, and networking by participating in 5 mentorship sessions.
• Strengthened inter
CAS Student Central Mentor-Led Summer Program
Casualty Actuarial Society
Jun 2021 - Aug 2021 (2 months)
• Collaborated with 5 students on a case competition, addressing a real-life actuarial problem and delivering final presentations to a panel of 6 experienced actuaries.
• Increased knowledge of the property and casualty track, including pricing and reserving, through 1 detailed case study and industry research.
• Connected with and networked with 2 mentors for weekly discussions, presentatio
Education
Degrees, certifications, and relevant coursework
University of Wisconsin-Whitewater
Bachelor of Science, Mathematics
Wisconsin Office of the Commissioner of Insurance (OCI)
Wisconsin Casualty License
Wisconsin Office of the Commissioner of Insurance (OCI)
Wisconsin Property License
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Salary expectations
Social media
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