B2B Sales & Logistics Account Executive | 5+ Years in Freight, Insurance Sales & Lead Generation

Closed insurance sales totaling $750,000 within 9 months of operations and 3 months of training,

achieving a record-breaking $188,000 in just 30 days.

• Matched clients with optimal insurance products by analyzing their needs and submitting accurate

documentation (QQs, MVRs) via Indio or directly to underwriters.

• Proficiently managed data entry and CRM operations using Epic, with 85% functional knowledge.

• Handled high volumes of inbound and outbound calls, conducted appointment setting, and led live client

meetings.

• Provided consulting services on road safety and FMCSA compliance, advising carrier companies to meet

insurance qualifications standards and pass audits.

• Managed the success and customer satisfaction for the services contracted month by month.

• Conducted cold calls and performed lead generation and prospecting using tools such as Apollo,

LinkedIn, Salesforce, and RocketReach.

• Built and nurtured long-term relationships with shippers and carriers through consistent follow-ups via

phone and email, utilizing Vonage and Microsoft 365.

• Managed client accounts, providing top-tier customer service, real-time tracking, and consistent

communication with clients on a weekly basis.

• Achieved monthly sales targets ranging from $300 to $1,000 by promoting OOMA products and services

to both B2B and B2C clients.

• Participated in exclusive sales training sessions led by CEO Rudy Martinez and renowned sales expert

Grant Cardone, with a focus on cold calling and deal-closing strategies.

• Applied advanced prospecting techniques to identify leads in the U.S. and Puerto Rico via Google Maps.