Experience

ANA Seguros

• Insurance
• 1 - 100 Employee

• Insurance Agent

  • Mar 2020 - Present



GRUPO CALETTE COMPANY

• PUEBLA, MEXICO.

• General Manager

  • Jan 2018 - Present

  Oversaw all aspects of agency operations, including sales, customer service, and administration. Developed and executed strategic business plans to drive agency growth and profitability. Led a team of insurance agents, providing coaching, training, and performance management. Established and maintained relationships with key clients, identifying their insurance needs and ensuring client satisfaction. Oversaw all aspects of agency operations, including sales, customer service, and administration. Developed and executed strategic business plans to drive agency growth and profitability. Led a team of insurance agents, providing coaching, training, and performance management. Established and maintained relationships with key clients, identifying their insurance needs and ensuring client satisfaction.



AXA

• France
• Insurance
• 700 & Above Employee

• Insurance Agent

  • Apr 2015 - Present

  Advise the client to choose the best insurance according to their needs. Advice on life, health and car insurance. Portfolio management, filling out applications for policy procedures and claims. Advise the client to choose the best insurance according to their needs. Advice on life, health and car insurance. Portfolio management, filling out applications for policy procedures and claims.



Grupo Financiero Banorte

• Banking
• 700 & Above Employee

• Insurance Agent

  • Apr 2015 - Present



Grupo Financiero Aserta

• Mexico
• Financial Services
• 200 - 300 Employee

• Assistent of surety bond agent

  • Jan 2015 - Oct 2021

  Customer service, filling out bond contracts, document review, guaranteeing the client's economic solvency. Customer service, filling out bond contracts, document review, guaranteeing the client's economic solvency.