Ana Rubi

• Manage daily schedules, activities, and individualized plans within a structured environment.
• Support team coordination and HR-related communication between staff, families, and multidisciplinary teams.
• Maintain calm, organized operations while quickly adapting to changing situations.
• Utilize leadership and service coordination skills to streamline daily workflows.
• Coordinated interdisciplinary team meetings to enhance communication and collaboration among staff members.
• Developed and implemented training programs for new team members, improving onboarding efficiency.

• Drove sales performance through consultative client engagement and relationship management.
• Managed client pipelines and high-volume scheduling using CRM and
• Salesforce systems.
• Supported onboarding processes and team collaboration aligned with
  HR practices.
• Recognized for consistently exceeding performance goals and maintaining high client satisfaction.
• Conducted training sessions on insurance products, elevating team knowledge and customer interaction quality.
• Managed over 80 customer calls per day.

• Developed and implemented tailored insurance solutions to meet client needs.
• Cultivated relationships with clients, enhancing customer retention and satisfaction levels.
• Conducted thorough risk assessments to determine appropriate coverage options for clients.
• Trained and mentored new agents on effective sales techniques and product knowledge.
• Analyzed market trends to identify opportunities for business growth and expansion strategies.
• Educated clients on insurance products, enabling them to make informed decisions regarding their coverage needs.

• Developed and maintained strong relationships with clients to drive sales growth.
• Conducted product demonstrations, effectively showcasing benefits and features to potential customers.
• Collaborated with marketing teams to create targeted campaigns that increased lead generation.
• Utilized CRM software to track customer interactions and streamline follow-up processes.
• Analyzed client feedback and market trends to inform sales strategies and improve service offerings.
• Trained and mentored junior sales team members on best practices and product knowledge.

The W. A. Franke College of Business

GPA 4.0