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Joe Sanchez

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Intro
France
Joined January 17, 2025

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About
Dedicated in providing quality customer service staying motivated in maintaining customer satisfaction also while contributing to companies overall success. Proven ability to establish rapport with clients and exceed sales quota. Reliable and driven, with strong time management and prioritization abilitie
Experience
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DialogueDirect
Aug 2021 – Dec 2022
Fort Worth
Retention Specialist
Service our customer’s book of business’ by updating, renewing, rewriting and cross-selling existing policies. • Exercise proficiency in the knowledge of personal lines insurance to identify risk exposure and applicable coverage options to new and existing policies and their holders. • Superior support to our customers by way of attentiveness, acting promptly and efficiently resolving problems with a sense of urgency. • Engage with other agents, insurance carriers and managers to solve complex challenges for our customers. • Remain informed and educated regarding Dealer Policy process and procedures, partnered insurance company coverages, exclusions, and options to provide customers with competitive coverage and cost options. • Foster a culture of top notch customer service and promote continuous improvement across all aspects of how we serve our clients