Eric Yanes
Tucson,AZ
Summary
Friendly, ambitious Insurance Associate with 3+ years of experience selling insurance in Ultra-High Net Worth market. Natural salesperson with strengths in developing rapport quickly, breaking down difficult concepts and meeting client needs through professional networks. Team player with excellent communication and problem-solving skills.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Author
Cato's Letters
02.2023 - Current
- Wrote and edited high-quality content with humorous, captivating, and authentic approach.
- Organized material to research and complete writing tasks.
- Researched and wrote original content for case studies, emails and newsletters.
- Utilized writing, editing, and proofreading skills to produce engaging and error-free content.
- Created content for websites and online publications.
Insurance Consultant
Back Porch Wealth
11.2022 - Current
- Educated clients on insurance policies and procedures.
- Conducted annual reviews of existing policies to update information.
- Analyzed customer needs to provide customized insurance solutions.
- Analyzed risk factors to recommend appropriate coverage levels.
Risk Management Analyst
ESG Insurance Solutions
05.2022 - 10.2022
- Developed short-term goals and long-term strategic plans to improve risk control and mitigation.
- Worked with new providers to place and appropriately cost insurance plans.
- Advised senior managers on policy strategies for reducing liability and preventing losses.
- Wrote engaging and successful marketing, advertising, and website copy.
- Created documentation outlining research findings for use by project managers, clients, and other consultants to make accurate decisions about future plans.
Insurance Advisor
PH Robb
06.2019 - 04.2022
- Planned, researched, and created entire customer sales material program
- Evaluated business and individual customer needs and financial situations to propose individualized policy recommendations.
- Created content for websites and online publications.
- Explained features, advantages and disadvantages of various policies to promote insurance sales.
- Carried out administrative tasks such as handling policy renewals, maintaining records and collecting insurance payments.
Research Assistant
Pathways Financial Partners
07.2018 - 06.2019
- Created written content for marketing channels.
- Performed statistical, qualitative, and quantitative analysis.
- Completed in-depth reviews of market conditions and customer preferences.
- Wrote engaging and successful marketing, advertising, and website copy.
- Reviewed and edited final copy for accuracy and to correct grammar errors.
- Produced original, creative content for promotional advertisements and marketing materials.
Researcher
Translational Analytics And Statistics
05.2017 - 08.2017
- Gathered and organized information for research purposes.
- Wrote reports, reviews, and summaries regarding kidney stone treatment.
- Interpreted data analysis results to draw inferences and conclusions.
- Collaborated with leadership team to identify relevant questions and determine best methods of collection.
- Reviewed technical and professional publications and journals to stay current on recent literature and make more strategic research decisions.
Education
Bachelor of Science - Economics
University of Arizona
Tucson, AZ05.2020
No Degree - Classical Literature
Academia Vivarium Novum
Rome, Italy 06.2016
Skills
- Statistical Analysis
- Business Development
- Financial Modeling
- Customer Service
- Client Relations
- Report Preparation
- Project Management
Websites
Certification
- Investment License - Series 6 and 63
- Insurance License
Languages
Latin
Full Professional
Ancient Greek
Limited Working
Timeline
Author
Cato's Letters
02.2023 - Current
Insurance Consultant
Back Porch Wealth
11.2022 - Current
Risk Management Analyst
ESG Insurance Solutions
05.2022 - 10.2022
Insurance Advisor
PH Robb
06.2019 - 04.2022
Research Assistant
Pathways Financial Partners
07.2018 - 06.2019
Researcher
Translational Analytics And Statistics
05.2017 - 08.2017
Bachelor of Science - Economics
University of Arizona
No Degree - Classical Literature
Academia Vivarium Novum
- Investment License - Series 6 and 63
- Insurance License
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