Shannon Valenzuela
Customer success agent at SelectQuote Benefits- Claim this Profile
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Bio
Experience
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SelectQuote Benefits
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United States
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Insurance
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1 - 100 Employee
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Customer success agent
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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
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Angie
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France
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Public Relations and Communications Services
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100 - 200 Employee
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Insides sales
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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
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evolve Federal Credit Union
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United States
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Financial Services
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1 - 100 Employee
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Lending sales specialist
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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. -
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Generations Federal Credit Union
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United States
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Lending originator
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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.
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evolve Federal Credit Union
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United States
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Financial Services
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1 - 100 Employee
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Ssr/outbound sales
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Apr 2011 - Aug 2014
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Family Dollar
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United States
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Retail
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700 & Above Employee
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Key manager
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Jun 2010 - Dec 2010
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Education
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Park University
Bachelor of Business Administration - BBA, Business, Management, Marketing, and Related Support Services -
El Paso Community College
Fashion Merchandising