Ana Rubi
Vail,AZ
Summary
Results-driven sales and marketing professional with extensive experience in insurance sales, inside sales consulting, and notary public services. Proven expertise in customer service and hospitality management, demonstrating strong problem-solving skills and effective time management. Aspires to leverage culinary passion in restaurant and catering management, driving exceptional business outcomes.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Autism Care Specialist
Arizona Autism
Vail, AZ
04.2024 - Current
- Actively listened to clients' concerns and worked collaboratively with them to identify solutions.
- Supported family members in understanding the impact of illness or disability on an individual's life.
- Assisted with meal planning to meet nutritional plans.
- Offered emotional support during difficult times by providing a safe environment for open communication.
- Monitored clients' progress toward achieving their goals and objectives over time.
- Developed strategies for improving patient outcomes through changes in policies or procedures.
Market Sales Advisor
Allstate Insurance
Tucson
03.2021 - 06.2022
- Partnering with Real Estate/Mortgage Brokers & Auto Representatives, in all aspects of providing, and supplying their customers with all of their insurance needs
- Delivered presentations to key decision makers and offered financial recommendations.
- Discussed client financial options to keep customers informed regarding transactions.
- Monitored market trends, competitor strategies and market suppliers to evaluate opportunities to reduce costs.
Senior Product Advisor
Heartland Payment Systems
TUCSON
04.2020 - 07.2020
- Maintain an assigned base of payroll clients with various pay weekly, bi-weekly, semi-monthly, and monthly payment frequencies
- Provide front-line client customer support via email and in-bound customer service phone ques
- Process payroll transactions for established clients and provide exceptional customer service support while resolving client issues and concerns timely
- Effectively manage critical relationships between all channels to improve client retention
- Describe various reports and products available via software to clients
- Effectively coach new associates during the training process and cover existing associates who are out of the office
- Participate in on-going software training while keeping abreast of applicable state laws and statutes for each respective client
Inside Sales Consultant
INTUIT
TUCSON
08.2013 - 07.2018
- Consulting with existing customers and new customers to help identify their business problems, identify needs, and recommend appropriate Intuit product solutions.
- Developing proficiency and knowledge of Intuit products and business solutions, with the ability to clearly communicate appropriate recommendations to address customer needs.
- Interacting with external and internal customers in a professional and ethical manner.
- Delivering high-quality customer experiences by applying judgment and following guidelines.
- Meeting performance goals through the influencing of upgrades and selling according to defined standards and processes.
- Lead pass expert.
- Produced sales documents, finalized deals and filed records.
Education
Bachelor of Science - Hotel, Resort And Restaurant Management
Northern Arizona University
Flagstaff, AZ12-2026
Associate of Applied Science - Hospitality Leadership
Pima Community College
Tucson, AZ05-2025
Skills
- Marketing and Sales
- Insurance
- B2B sales
- Strategic Planning
- Account Management
- Customer service
- Business Analysis
- Direct sales
- Cold calling
- Dedicated team player
- Social media marketing
- Menu planning expertise
- Food safety
- Revenue management
- Sales strategies
- Time management
- Reservation management
- First aid training
- Production leadership
Certification
- Property and Casualty License, Tucson, AZ, 04/01/21, 04/01/2024
- Personal Lines License, Tucson, AZ, 02/01/21, 02/01/2024
- ServSafe Manager - National Restaurant Association National Restaurant Association Jan 2024 · Expires Jan 2028
- Notary Public - Commission Notary - U.S. Department of State- - Issued Oct 2022 · Expires Oct 2026 Credential ID 6411334
Languages
English
References
References available upon request.
Timeline
Autism Care Specialist
Arizona Autism
04.2024 - Current
Market Sales Advisor
Allstate Insurance
03.2021 - 06.2022
Senior Product Advisor
Heartland Payment Systems
04.2020 - 07.2020
Inside Sales Consultant
INTUIT
08.2013 - 07.2018
Bachelor of Science - Hotel, Resort And Restaurant Management
Northern Arizona University
Associate of Applied Science - Hospitality Leadership
Pima Community College
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