Annel Chavira
Yuma,AZ
Summary
Focused and dedicated professional with 10 years of experience providing superior customer service. Highly-motivated with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Accounts Manager
State Farm Cary Runnells
Thousand Oaks, CA
01.2020 - Current
- Educated customers on the importance of maintaining adequate insurance coverage.
- Stayed up to date of industry changes to amend insurance policies for existing and prospective clients.
- Prepared proposals and conducted meetings with new and existing client.
- Engaged customers and provided high level of service by carefully explaining details about their policies.
- Developed fact-finding interviews to determine need for coverage.
- Responded quickly and accurately to inquiries from clients regarding their policies.
- Explained complex technical terms related to insurance coverage/limits in simple language for easy understanding.
Agency Representative
State Farm Steve Pollack
Thousand Oaks, CA
09.2018 - 12.2019
- Generated quotes for customers based on their individual needs, budget constraints, and risk tolerance levels.
- Resolved customer complaints in a professional manner while adhering to office policies.
- Verified that documents were properly completed before submitting them to the appropriate department.
- Provided customer service by answering questions regarding policy coverage, pricing, and other related topics.
- Responded to customer issues to provide immediate resolution and improve retention.
Agency Sales Representative
State Farm Martin Armijo
Yuma, AZ
05.2016 - 08.2018
- Completed day-to-day duties accurately and efficiently.
- Provided excellent service and attention to customers when face-to-face or through phone conversations.
- Displayed strong telephone etiquette, effectively handling difficult calls.
- Provided guidance about different types of insurance products available.
- Generated leads through cold calling, networking, referrals, and other marketing initiatives.
- Exceeded company sales goals for new policies.
- Increased sales through consultative sales approach and focused relationship building with new and existing policy holders.
Relationship Banker
JPMorgan Chase
Yuma, AZ
03.2014 - 05.2016
- Built long-term relationships with customers by providing personalized service and support.
- Identified financial needs of customers and presented appropriate product and service options.
- Collaborated with mortgage and wealth management partners to assist customers with specialized needs.
- Advised clients on investment options based on their individual needs and risk tolerance levels.
- Prepared loan documents for review and approval by bank management.
Education
General Studies
Arizona Western College
Yuma, AZ05-2013
Skills
- Document Management
- Policy Analysis
- Data Entry
- Correspondence Writing
- Sensitive Material Handling
- Customer Service
- Time Management
- Customer Follow-Up
- Client Relations
Certification
- AZ & CA Property Casualty - current
- AZ & CA Life & Health - current
- Series 6 & 63 - expired
Languages
Spanish
Native/ Bilingual
Timeline
Accounts Manager
State Farm Cary Runnells
01.2020 - Current
Agency Representative
State Farm Steve Pollack
09.2018 - 12.2019
Agency Sales Representative
State Farm Martin Armijo
05.2016 - 08.2018
Relationship Banker
JPMorgan Chase
03.2014 - 05.2016
General Studies
Arizona Western College