Open to opportunities

Vicente Lozano

@vicentelozano

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Dedicated account executive with over 20 years in customer service.

United States

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What I'm looking for

I am looking for a role that offers growth opportunities and values teamwork.

I am an extremely dedicated individual with a passion for serving people, bringing over twenty years of experience in customer service and sales. My career has been built on cultivating client relationships and providing personalized solutions, particularly in the insurance sector. I pride myself on my ability to analyze client needs and recommend appropriate policy options, ensuring that I align with their goals and provide peace of mind.

Throughout my career, I have developed a strong skill set in communication, negotiation, and compliance, which has allowed me to excel in various roles, including Account Executive and License and Permit Specialist. I have a proven track record of meeting and exceeding sales goals while maintaining ethical business practices. My experience in fast-paced environments has honed my ability to work effectively under pressure while delivering exceptional service to clients.

I am now seeking a career that allows me to grow and excel, leveraging my extensive background in customer service and sales. I am committed to continuous improvement and look forward to contributing to a team that values hard work and dedication.

Experience

Work history, roles, and key accomplishments

Account Executive, Insurance Sales

Accuquote Insurance

Dec 2024 - Mar 2025 (3 months)

Cultivated client relationships as an Account Executive through personalized insurance solutions. Analyzed client needs to recommend appropriate policy options and negotiated terms to maximize customer satisfaction.

Client Relationship Management Needs Analysis Negotiation Market Research Regulatory Compliance Customer Service Objection Handling Sales

Account Executive (AE), Advertising Sales

Efinancial/Fidelity Life

May 2023 - Aug 2024 (1 year 3 months)

Connected with individuals using an advanced auto-dialing system to provide peace of mind through the sale of life insurance products. Provided professional active listening to find client needs and met monthly goals to qualify for bonuses.

Compliance Customer Education

License and Permit Specialist III

Texas Department of Public Safety

Jan 2020 - Jan 2023 (3 years)

Performed moderately complex licensing and permitting work, including receiving and reviewing applications and ensuring compliance with policies. Met and screened applicants, administered tests, and collected fees.

Licensing Permitting Compliance Customer Service Data Collection Administrative Support

Texas Works Advisor II

State of Texas Health and Human Services

Jun 2016 - Jul 2019 (3 years 1 month)

Maintained a full-time work schedule, obtaining and verifying income and resources to determine client financial eligibility. Interviewed clients to gather information and conducted reviews for continued eligibility.

Interviewing Communication Problem Solving Regulatory Compliance Social Work

Program Solutions Technicians

C2 Global/Workforce Solutions

Aug 2013 - Jun 2015 (1 year 10 months)

Conducted and data entered SNAP E&T Orientations and performed one-on-ones for customers requesting exemptions. Created folders and case notes for exemptions, conversations, follow-ups, and case closures.

Data Entry Customer Service Outreach Administrative Support Compliance

Customer Service Representative

Convergys (Directv)

Jan 2007 - Jul 2011 (4 years 6 months)

Answered telephones, provided customer service for inbound calls, and assisted with account history and technical problems. Served as an assistant manager, overseeing employee production and scheduling.