Emma Ybarra
San Antonio,TX
Summary
Dynamic Medicare Supplemental Agent with a proven track record at Mutual Of Omaha Insurance Company, excelling in customer service and case management. Recognized for enhancing team efficiency and fostering client relationships, I leverage strong organizational skills to deliver tailored solutions and drive strategic initiatives, ensuring exceptional client satisfaction and engagement.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Medicare Supplemental Agent (Case Mgt Pilot)
Mutual Of Omaha Insurance Company
09.2022 - Current
- Collaborate with high-function team to execute strategic initiatives and meet projected plan requirements .
- Liaised with customers, management, and underwriting to better assist customer needs and recommend appropriate solutions.
- Managed client relationships through regular check-ins and updates on application progress.
- Enhanced communication among team members to foster collaborative and supportive work environment.
- Streamlined internal processes to enhance team efficiency and improve overall ANBP and issue rate/yield.
DSC Inbound Sales Consultant
Mutual Of Omaha Insurance Company
06.2021 - 09.2022
- Guided clients through product offerings to identify suitable life insurance solutions.
- Developed and maintained strong relationships with prospective clients, enhancing customer satisfaction. (3 legged stool.)
- Analyzed client needs to provide tailored life insurance insurance recommendations and policy options.
- Enhanced company reputation by delivering exceptional customer service during all stages of the sales process.
- Participated in ongoing training initiatives to stay updated on new products and services offered by the company.
Private Event Director
ClubCorp USA Inc.
01.2017 - 01.2019
- Led strategic planning and execution of large-scale events, ensuring alignment with organizational goals.
- Managed vendor relationships, negotiating contracts, on sight setup and appropriate time management.
- Developed marketing strategies to promote events, enhancing attendance and engagement rates. (i.e annual wedding expositions.)
- Mentored junior staff in event management best practices, fostering professional development within the team.
- Collaborated with cross-functional teams to ensure seamless integration of event objectives across departments.
Education
High School Diploma -
Samuel Clemens High School
Schertz, TXSkills
- Adaptability
- Positive attitude
- Customer service and care
- Problem-solving
- Organizational skills
- Goal-oriented mindset
- Case documentation
- Time management
- Email and telephone etiquette
- Documentation proficiency
- Resource management
- Case management tracking
Certification
- General Lines License, Life and Health (Renewed 2025)
Timeline
Medicare Supplemental Agent (Case Mgt Pilot)
Mutual Of Omaha Insurance Company
09.2022 - Current
DSC Inbound Sales Consultant
Mutual Of Omaha Insurance Company
06.2021 - 09.2022
Private Event Director
ClubCorp USA Inc.
01.2017 - 01.2019
High School Diploma -
Samuel Clemens High School