Dan Pena

A results-driven B2B Sales Professional with over 10 years of experience in consultative sales, client acquisition, and relationship management. Expert in leveraging Insurance solutions to solve business problems for commercial clients. Proven track record of exceeding sales targets through strategic prospecting, cold outreach, and delivering exceptional value.

Seeking to apply my bilingual sales expertise and deep understanding of the insurance industry to drive revenue growth as a B2B Sales Representative.

Insurance Agent at B.A. Lazaro Insurance Services (2023-04 – Present)

B2B Insurance Sales role focused on commercial accounts and customer satisfaction

• Achieved #1 salesperson ranking company-wide by consistently exceeding sales and premium targets
• Pioneered and executed a successful B2B sales strategy, proactively prospecting and closing new commercial accounts through targeted cold and warm calling
• Mastered and leveraged multiple proprietary software platforms to deliver fast, accurate quotes and demonstrate product value, streamlining the sales process
• Generated a significant volume of positive customer testimonials, directly contributing to the majority of the agency's 4.9-star Google reviews over two years

Customer Service Representative at JMB Insurance Agency (2023-04 – 2023-08)

B2B customer service and prospecting role for commercial insurance solutions

• Managed inbound B2B inquiries, conducting needs analysis for commercial clients seeking Commercial Auto, General Liability and Workers' Compensation solutions
• Performed outbound prospecting to generate new leads and secure renewals, consistently identifying opportunities to provide better value and rates
• Utilized strong product knowledge to effectively quote and position commercial insurance products, building trust with business owners

Bilingual Insurance Customer Service Representative at Hispand (2020-04 – 2023-04)

Bilingual customer service and lead generation for personal and commercial insurance

• Provided expert quotes and service for Personal auto, home and commercial insurance, managing the full customer lifecycle from inquiry to policy maintenance
• Conducted persistent follow-up on pending applications and renewals, demonstrating strong pipeline management skills to minimize fallout
• Engaged in proactive B2B lead generation to expand the client base

Branch Manager at Barri Financial Group (2013-02 – 2019-01)

Branch office launch and management with full P&L, sales, and customer service responsibilities

• Spearheaded the successful launch and management of a new branch office, responsible for all P&L, sales, and customer service operations
• Developed and implemented sales strategies that consistently exceeded premium payment and policy sales objectives
• Fostered high customer retention and satisfaction through diligent relationship management and proactive communication

High School Diploma – Westfield High School (2006-09 – 2010-05)