EPIFANEO ESTRADA
Platteville,WI
Summary
Accomplished leader with extensive experience in risk management and operations. Expertise in strategic planning, exceptional customer service, and operational efficiency. Proven ability to drive business success and implement effective solutions. Passionate about mentoring and developing team members, fostering a collaborative and high-performing team environment.
Overview
8
8
years of professional experience
Work History
RISK MANAGEMENT CONSULTANT – PROPERTY AND CASUALTY INSURANCE
COTTINGHAM & BUTLER
01.2022 - Current
- Identified and solicited sales prospects in agency databases
- Evaluated leads obtained through direct referrals, lead databases, and cold calling
- Modeled exceptional customer service skills and appropriate diagnostic sales techniques
- Calculated quotes and educated potential clients and clients on insurance options
- Wrote and market proposals to insurers on client’s behalf to reach the best possible insurance solution for the client
- Restructured program and address policy deficiencies resulting in improved terms/conditions
- Prepared risk reports, risk assessments and coverage language expertise for C-level executives, Operations, Legal, Accounting and HR
- Created and communicate business continuity plans to limit risks
- Provide technical advise on insurance-related matters, loss prevention and other risks management issues
- Coordinated the information-gathering process for the annual insurance renewal submission and the insurance application process
- Reviewed contracts and agreements for insurance compliance and identify potential risk and exposure
- Collaborated with Accounts team to develop coverage strategy and marketing initiatives for renewal and prospective business
- Achievements: Obtained Property and Casualty license (WI, IA, IL, MA)
- 100% retention in 2 years
- Successfully closed deals
- Obtained Accredited Professional in Risk and Insurance (APRI).
BRANCH MANAGER
ENTERPRISE RENT-A-CAR
01.2018 - 01.2022
- Directed overall branch operations and supervise the management team
- Develop overall branch business and operational strategy
- Seek proactive process improvement to ensure high quality customer service
- Establish overall training and development strategy for branch employees
- Carried out and participate in the recruitment interviewing and hiring of branch employees
- Design, plan, and participate in branch sales and marketing efforts to increase and improve the business
- Create overall sales and marketing strategy for the branch
- Directed branch receivables, including negotiating payment plans, collecting difficult account receivables, preparing write-offs for uncollectable accounts, and recommending accounts for referral to collection
- Review and analyze reports, financial statements, and billing statements
- Achievements: Highest Operating Branch Profit for City, 2021
- Highest Operating Branch Profit for Group, 2021
- Top Customer Service, December 2021, January, February, March 2022
- Top 3 Performer in Group, since October 2021.
ASSISTANT COACH
DIAMONDS SOCCER
01.2018 - 01.2020
- Worked directly with Head Coach when conducting player drills and training
- Coached players on rules, techniques, and strategies involved in soccer
- Motivated players to perform well during practice and games
- Provided additional coaching to player needing extra support
- Tasked to evaluate new talent during skills test.
EXECUTIVE DIRECTOR INTERN
SAINT FRANCIS COMMUNITY SERVICE
01.2018 - 01.2018
- Oversaw all employees and supervisors
- Interviewed, hired, and mentored Behavioral Health Technicians
- Attended strategic planning sessions
- Joined disciplinary action meetings with employees
- Monitored program quality to ensure top services.
LEAD BEHAVIORAL HEALTH TECHNICIAN
SAINT FRANCIS COMMUNITY SERVICE
01.2016 - 01.2018
- Supervised and positively interacted with children
- Prepared complete and accurate daily records and reports
- Oversaw birth family visits on special occasions
- Attended staff meetings and trainings
- Update staff supervisor on a regular basis.
Education
Bachelor of Business Administration -
BETHANY COLLEGE
Lindsborg, Kansas05.2018
Associate of Business Administration -
ROCK VALLEY COLLEGE
Rockford, Illinois05.2015
Skills
- Bilingual in Spanish and English
- Microsoft Office: Excel, Word, Outlook, Access, and Powerpoint
- Teamwork and Collaboration
- Supervision and leadership
- Staff Training and Development
- Performance Evaluations
- Risk Management
- Task Prioritization
- Conflict Resolution
- Verbal and written communication
Timeline
RISK MANAGEMENT CONSULTANT – PROPERTY AND CASUALTY INSURANCE
COTTINGHAM & BUTLER
01.2022 - Current
BRANCH MANAGER
ENTERPRISE RENT-A-CAR
01.2018 - 01.2022
ASSISTANT COACH
DIAMONDS SOCCER
01.2018 - 01.2020
EXECUTIVE DIRECTOR INTERN
SAINT FRANCIS COMMUNITY SERVICE
01.2018 - 01.2018
LEAD BEHAVIORAL HEALTH TECHNICIAN
SAINT FRANCIS COMMUNITY SERVICE
01.2016 - 01.2018
Bachelor of Business Administration -
BETHANY COLLEGE
Associate of Business Administration -
ROCK VALLEY COLLEGE
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