Summary
Overview
Work History
Education
Skills
References
Sports. books, podcast, movies
Timeline
Generic
Estela Margarita Costa Tobar

Estela Margarita Costa Tobar

Insurance. Retail- Costumer Service
Quito,UIO

Summary

Olivia's mom. A professional with 18 years of experience in the commercial sector, specializing in the management and supervision of retail stores. I have developed strong skills in leadership, team management, customer service, and sales strategies. Currently work as an insurance agent, applying previous experience to build solid relationships with clients and maximize sales opportunities. Customer-centric approach and ongoing training in the insurance market have enabled to consistently achieve sales goals and maintain high levels of customer satisfaction.
Additionally, also work in franchise management at a leading company in the sector, where Im responsible for managing the CRM and generating leads. This position has allowed to hone abilities in identifying business opportunities, following up with potential clients, and building strong relationships with key business partners.

Overview

16
16
years of professional experience
5
5
years of post-secondary education

Work History

Insurance Broker

Gilbert & Boloña
01.2023 - Current
  • Advising clients on insurance products and services.
  • Meeting monthly, quarterly, and annual sales targets. Increasing annual portfolio.
  • Managing client portfolio, maintaining high retention and satisfaction rates.
  • From January 2024 to May 2024, I have generated portfolio of $25,000 in sales for Medical Coverage and general lines.
  • In 2023, my first year, I generated annual sales of $50,000.
  • Assisted clients with claims processing, ensuring smooth experience during difficult times.
  • Provided exceptional customer service by responding quickly to inquiries, resolving issues, and anticipating client needs.
  • Educated clients on various insurance products, enabling informed decisions regarding their coverage options.

Business-to-Business Advisor & CRM Management

Franquicia Plus
02.2022 - 09.2024
  • Development and implementation of CRM strategies to improve customer retention and increase sales.
  • Management of customer database, ensuring data accuracy and effective segmentation.
  • Identification and analysis of B2B business opportunities, negotiation of contracts, and closing of sales.
  • Personalized advice to clients on advantages and investment opportunities in franchises.
  • Advising clients on international medical coverage products.
  • Achievement of monthly, quarterly, and annual sales targets. Annual portfolio growth.
  • Developed customized reports for improved sales forecasting and accurate performance tracking.

Store Supervisor & Purchasing Department

TATOO ADVENTURE GEAR
03.2020 - 01.2022
  • Store Supervisor & Purchasing Department Coordination of operations, team leadership, sales optimization, and customer service
    Supervision and management of daily store operations
    Implementation of business strategies to increase sales and enhance the customer experience
    Coordination and training of staff, ensuring high performance levels and achievement of objectives
    Analysis of sales metrics and inventory management to optimize profitability
    Analysis of sales and inventory metrics for purchasing products from 4 major brands
  • Educated and trained staff to equip with knowledge about products, customer service and store policies.
  • Supervised daily store activities to ensure smooth operations, proper staffing levels, and adequate inventory control.
  • Managed cash handling processes accurately to maintain financial integrity within store's daily transactions.
  • Supervised associates by providing direction and instruction for stocking shelves, rotating stock, and receiving deliveries.
  • Handled escalated customer complaints professionally, offering appropriate resolutions to ensure satisfaction and maintain positive brand reputation.

Co- Founder Studio Yoga & Pilates- Shantaya

Owners
01.2017 - 01.2021
  • Management
  • Skilled at working independently and collaboratively in a team environment.
  • Proven ability to learn quickly and adapt to new situations.
  • Worked well in team setting, providing support and guidance.
  • Pilates Instructor
  • Community Manager

Store Manager & Marketing

The North Face Inc.
03.2013 - 01.2017

Store Manager & Marketing

  • Supervision and coordination of 4 locations in Quito, managing 25 staff members
  • Communication and sponsorships with athletes, events, and races
  • Management of personnel across all stores
  • Merchandise replenishment between stores and warehouse
  • General and product-specific sales analysis (using pivot tables)
  • Inventory supervision
  • Visual merchandising for all stores
  • Implementation of store window displays
  • Overseeing proper functioning and maintenance of store
  • Training staff on product knowledge, customer service, and visual merchandising
  • Supporting Human Resources with staff recruitment
  • Assisted with hiring, training and mentoring new staff members.
  • Managed daily operations to ensure smooth functioning of store, maintaining clean, safe environment for customers and employees.
  • Managed inventory control, cash control, and store opening and closing procedures.
  • Improved customer satisfaction through staff training in customer service and product knowledge.
  • Maximized sales and minimized shrinkage through excellent customer service and adherence to standard practices.

Receptionist and Sales to Agencies & Operations As

Termas De Papallacta
02.2009 - 02.2013
  • Resolved customer problems and complaints.
  • Responded to inquiries from callers seeking information.
  • Confirmed appointments, communicated with clients, and updated client records.
  • Handled cash transactions and maintained sales and payments records accurately.
  • Managed multiple tasks and met time-sensitive deadlines.
  • Streamlined front desk operations for increased efficiency by effectively managing phone calls, emails, and walk-in clients.

Education

Bachelor of Science - Business Administration And Management

Universidad Internacional Del Ecuador
Ecuador
05.2001 -

Certification Marketing Digital - Digital Marketing

Marketing School
Ecuador
05.2001 -

Some College (No Degree) - Health And Wellness

Centro Zen Pilates
Quito

Relaciones Públicas y Asistencia Gerencial - Business Administration And Management

Universidad Particular De Loja
Quito
01.2011 - 01.2016

Skills

  • Commercial Skills

  • Advanced CRM Management

  • Intermediate Excel Skills

  • Leadership and Team Management

  • Data Analysis - Sales Strategies

  • IPBF - Insurance Specialization Program

  • Intermediate English Language Skills

  • Report Analysis

  • Positive Attitude

Sales Presentations

Networking capabilities

Prospecting skills

Customer Service

References

  • Estela Costa, 0992582633
  • Mauricio Carreño, 0999800989

Sports. books, podcast, movies

I am an athlete, training for trail running, adventure races, and cycling. I am also a Pilates instructor. I enjoy reading books on psychology, neuroscience, and yoga, and I also like watching movies.

Timeline

Insurance Broker

Gilbert & Boloña
01.2023 - Current

Business-to-Business Advisor & CRM Management

Franquicia Plus
02.2022 - 09.2024

Store Supervisor & Purchasing Department

TATOO ADVENTURE GEAR
03.2020 - 01.2022

Co- Founder Studio Yoga & Pilates- Shantaya

Owners
01.2017 - 01.2021

Store Manager & Marketing

The North Face Inc.
03.2013 - 01.2017

Relaciones Públicas y Asistencia Gerencial - Business Administration And Management

Universidad Particular De Loja
01.2011 - 01.2016

Receptionist and Sales to Agencies & Operations As

Termas De Papallacta
02.2009 - 02.2013

Bachelor of Science - Business Administration And Management

Universidad Internacional Del Ecuador
05.2001 -

Certification Marketing Digital - Digital Marketing

Marketing School
05.2001 -

Some College (No Degree) - Health And Wellness

Centro Zen Pilates
Estela Margarita Costa TobarInsurance. Retail- Costumer Service