Shannon Valenzuela

Customer success agent at SelectQuote Benefits
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Contact Information
us****@****om
(386) 825-5501
Location
El Paso, Texas, United States, US

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Experience

    • United States
    • Insurance
    • 1 - 100 Employee
    • Customer success agent
      • Oct 2022 - Present

      Handle client relations and sales Maximize members health outcomes by offering tailored recommendations Complete Health Risk Assessments Handle inbound calls and coordinate closely with the client, carriers and providers Meet and exceed monthly sales quotas Handle client relations and sales Maximize members health outcomes by offering tailored recommendations Complete Health Risk Assessments Handle inbound calls and coordinate closely with the client, carriers and providers Meet and exceed monthly sales quotas

    • France
    • Public Relations and Communications Services
    • 100 - 200 Employee
    • Insides sales
      • Mar 2022 - Aug 2022

      Sell digital products as marketing solutions. Cold call all new businesses. Collaborate with leadership to help establish sales goals Sell digital products as marketing solutions. Cold call all new businesses. Collaborate with leadership to help establish sales goals

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Lending sales specialist
      • Mar 2015 - Jan 2022

      Prepare and process Direct, Indirect, and internet loans by interviewing applicants for pre qualification purposes
      Run credit Bureau reports.
      Protect loan and assets with GAP, Mechanical breakdown, Credit life and Disability insurance.
      Make outbound calls to generate revenue for the credit union. Prepare and process Direct, Indirect, and internet loans by interviewing applicants for pre qualification purposes
      Run credit Bureau reports.
      Protect loan and assets with GAP, Mechanical breakdown, Credit life and Disability insurance.
      Make outbound calls to generate revenue for the credit union.

    • Lending originator
      • Sep 2014 - Jan 2015

      Audited lending applications, by researching and identifying missing information, communicating discrepancies to dealership personnel, and verified application data. Identified red flags in loan documentation to avoid potential fraud. Submitted completed loan packages to Lending Underwriter for lending decisions. Opened new accounts and provided accurate information to new membership on products, rates, and services. Audited lending applications, by researching and identifying missing information, communicating discrepancies to dealership personnel, and verified application data. Identified red flags in loan documentation to avoid potential fraud. Submitted completed loan packages to Lending Underwriter for lending decisions. Opened new accounts and provided accurate information to new membership on products, rates, and services.

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Ssr/outbound sales
      • Apr 2011 - Aug 2014

    • United States
    • Retail
    • 700 & Above Employee
    • Key manager
      • Jun 2010 - Dec 2010

Education

  • Park University
    Bachelor of Business Administration - BBA, Business, Management, Marketing, and Related Support Services
    2020 - 2024
  • El Paso Community College
    Fashion Merchandising
    2008 - 2010

Community

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