Summary
Overview
Work History
Education
Skills
Personality Description
Timeline
BusinessAnalyst
Erik Medina

Erik Medina

Laredo,TX

Summary

Dynamic and results-oriented professional with over 10 years of experience as an electronics technician and 3 years of proven expertise as a Financial Services Consultant in the Life and Annuities sector of insurance. Possess a solid foundation in diagnosing and resolving complex electronic issues, coupled with a comprehensive understanding of financial products and services within the insurance industry. Adept at leveraging technical acumen to streamline processes and enhance operational efficiency, while also demonstrating a strong aptitude for client relationship management and delivering tailored financial solutions. Proven track record of driving revenue growth, exceeding targets, and fostering long-term client partnerships. Seeking to leverage diverse skills and experiences to contribute effectively to a dynamic organization poised for growth and innovation.

Overview

15
15
years of professional experience

Work History

Financial Services Consultant

N1 Brokers LLC
San Antonio, Texas
10.2021 - Current
  • Self-motivated, with a strong sense of personal responsibility.
  • Worked effectively in fast-paced environments.
  • Developed strong relationships with underwriters, ensuring efficient processing of applications.
  • Implemented time-saving organizational systems for managing client files and tracking policy renewals, increasing efficiency.
  • Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
  • Generated new business leads by utilizing networking events, referrals, and targeted marketing campaigns.
  • Achieved consistent sales growth by staying informed about product offerings from multiple carriers and selecting optimal solutions for each client situation.
  • Mentored new brokers in the agency by sharing best practices for prospecting, selling, and servicing life insurance policies.
  • Skilled at working independently and collaboratively in a team environment.
  • Improved sales closing ratio by 35% by refining presentation skills and addressing potential objections proactively during consultations.
  • Provided excellent customer service, resolving issues promptly and maintaining long-term client relationships.
  • Assisted clients with complex estate planning needs by recommending suitable life insurance products as part of wealth preservation strategies.
  • Attended continuing education courses and workshops to gain additional insurance industry knowledge.
  • Adapted quickly to changing market conditions, adjusting client strategies accordingly while maintaining open lines of communication.

Skilled Team Member "Automation Technician"

Toyota Motor Manufacturing Texas
San Antonio, TX
05.2017 - 02.2022
  • Demonstrated versatility in adapting quickly between different types of skilled labor tasks depending on project requirements.
  • Used problem-solving skills to troubleshoot unexpected issues during Assembly builds while minimizing delays or additional costs involved in resolving them.
  • Implemented software updates for improved efficiency and functionality in robotic systems. Including Welding Robots and Matehans (Material Handling). (Kawasaki & Nachi Robots)
  • Demonstrated safe and proper operation of equipment and tools to prevent harm to team members.
  • Installed new components, ensuring optimal integration within existing robotic systems.
  • Installed "Siemens" PLC units, while fluent with ladder logic to add/remove and troubleshoot/repair faults or for modifications done to the assembly line.
  • Operated varied hand and power tools to complete repairs.
  • Maintained safe work environments by following established safety protocols and regularly inspecting equipment for potential hazards.
  • Performed troubleshooting, diagnosis, and repair of Hydraulic, pneumatic, plumbing, Robotic, electrical and welding equipment.
  • Optimized robotic programming with custom code modifications, resulting in smoother operations.
  • Worked independently in fast-paced environment while meeting productivity and quality expectations.
  • Collaborated with engineering teams to design and install automated systems for new product lines.
  • Determined layouts to install wiring in automated systems based on drawings and code specifications.
  • Calibrated sensors and actuators for precise control during complex tasks.
  • Performed risk assessments on robotic systems, ensuring compliance with industry standards.
  • Enhanced project efficiency by streamlining processes and utilizing time-saving tools for various tasks with Toyota's Kaizen Methods.
  • Documented repair procedures, streamlining future troubleshooting efforts.
  • Coordinated with other technicians to complete large-scale projects efficiently.
  • Modified, maintained, or repaired electronics equipment or systems to achieve proper functioning.
  • Interpreted scale drawings of new commissions to determine layout of materials and equipment.
  • Used information in technical diagrams, schematics, and manuals to understand operations and make successful repairs.
  • Revamped systems and upgraded wiring, PLCs and drives to handle changing needs.
  • Attended training committees that wrote training modules for equipment operation and testing.
  • Created, aligned, and optimized electrical instrumentation and testing equipment.
  • Conducted root cause analyses for recurring equipment failures, implementing corrective actions to prevent future occurrences.
  • Upgraded outdated electrical components with modern alternatives, prolonging equipment lifespan and improving operational efficiency.
  • Enhanced plant safety by inspecting and maintaining electrical control systems, ensuring compliance with industry standards and regulations.
  • Implemented and maintained inventory control systems for spare parts and equipment, reducing lead times for critical repairs and minimizing stock obsolescence.

Field Electronics Technician

Halliburton Energy Services
South Texas District, TX
05.2011 - 05.2017
  • Acquired skills to perform routine preventive maintenance, calibration, and repairs to a variety of Halliburton equipment including the Cement, Frac, and Coil tubing equipment.
  • Routine Preventive maintenance performed included hydraulic, electrical, pneumatic, and High Pressure equipment, Densometers, Network/WLAN, Servers/workstations, laser printers and PC peripherals. Tractor trailers and much more.
  • Responsible for researching and creating work orders in a timely manner
  • Assists other electronic technicians in performing more complex repairs.
  • Lead a team of 3 in field operations.
  • Performs basic operations using test tools and industrial controllers required to test and calibrate equipment
  • Use of interpreting electronic and mechanical drawings to assist in diagnosis and equipment repair.
  • Monitored and tested equipment performance to diagnose and resolve problems.
  • Proactively participated in the competency / training system to acquire additional technical skills
  • Responsible for ensuring duties are performed in a safe, efficient and effective manner. Including OSHA and Halliburton Protocols.
  • Utilized advanced diagnostic tools for accurate identification of system faults, minimizing repair times significantly.
  • Assembled, tested and maintained components and systems for high-performing electronics.
  • Achieved operational excellence in all assigned projects while adhering to strict safety protocols at all times.
  • Fixed circuit boards and wire harness problems using schematics, wiring diagrams, and testing instruments for all sorts of components including the CANs (Controller Area Network) used in most of the field equipment.
  • Installed and maintained a variety of electrical and electronic components in accordance with approved methods and procedures.
  • Streamlined workflow processes through efficient organization of resources, tools, and documentation.

Bio Medical Tech-Intern

Laredo Medical Center
01.2011 - 05.2011
  • Handled technical troubleshooting within a Hospital environment, including preventive maintenance, repairs. Including and not limited to installations of new replacement parts and peripherals for Bio-Medical Equipment also including installations of logic boards and replacement parts for Alaris pc and pumps, EKG Machines, Pulse Oximeters, patient beds and Video/Audio Equipment used within the hospital.
  • Engaged and tracked issues with responsibility for the timely documentation
  • Supported staff members in their daily tasks, reducing workload burden and allowing for increased focus on higher-priority assignments.
  • Gained valuable experience working within a specific industry, applying learned concepts directly into relevant work situations.
  • Gained hands-on experience in various software programs, increasing proficiency and expanding technical skill set.
  • Analyzed problems and worked with teams to develop solutions.
  • Developed organizational skills through managing multiple tasks simultaneously while adhering to strict deadlines.
  • Contributed to a positive team environment by collaborating with fellow interns on group projects and presentations.
  • Streamlined office processes for improved efficiency and time management through regular organization and filing.

Counter Intelligence Agent

Best Buy Store #0241
01.2009 - 05.2011
  • Handled technical troubleshooting within an enterprise environment, including systematic investigation to determine the root cause of malfunctions or unexpected behavior, followed by implementing appropriate solutions to restore normal operation.
  • Engaged and tracked Priority 1 issues, with responsibility for the timely documentation, escalation (if appropriate), resolution and closure of trouble tickets
  • Troubleshooting and repairs of all electronic devices including; Computers, network devices, and mp3s, cameras, projectors, surround sound systems/home theater set ups, Car audio and much more.
  • Have performed multiple types of installations not limited to just that of new or replacement parts and peripherals for PC. May also include installation of wall mounts and TV home theater equipment, and Car audio equipment.
  • Have performed house calls to install networks, Routers, modems, VoIP phone systems, as well as troubleshooting and repairs of said networks.
  • Performed diagnoses and repairs of OS systems for customers with malware, upgrades/downgrades, admin system reset sets for customers who have been locked out of their PC/OS.
  • Capable of creating Cat 5/6 network cables, coax cables, and Fiber optic cables and or Splicing.
  • Prevented unauthorized disclosures of sensitive information by implementing robust information security protocols across all aspects of operations management within the organization.

Education

Associate of Applied Science - Computer Electronics Technology

Laredo Community College
Laredo, TX
05.2011

High School Diploma -

J.W. Nixon High School
Laredo, TX
05.2006

Skills

  • Building Relationships/Client Service
  • Team training and development
  • Interdepartmental Coordination
  • Financial analysis
  • Quality Assurance Requirements
  • Administrative Functions
  • Safety Compliance/OSHA Compliance
  • Electro/mechanical assembly
  • Troubleshooting and Repair
  • Electronic Circuit Design
  • Schematic reading
  • Mechanical Systems
  • Automation Support

Personality Description

Takes Constructive Criticism well, Passionate, Enthusiastic, Competitive, High Emotional Intelligence, Perseverant, Favorite Quote: "Success is not measured by what you accumulate, but by the difference you make in people's lives."

Timeline

Financial Services Consultant

N1 Brokers LLC
10.2021 - Current

Skilled Team Member "Automation Technician"

Toyota Motor Manufacturing Texas
05.2017 - 02.2022

Field Electronics Technician

Halliburton Energy Services
05.2011 - 05.2017

Bio Medical Tech-Intern

Laredo Medical Center
01.2011 - 05.2011

Counter Intelligence Agent

Best Buy Store #0241
01.2009 - 05.2011

Associate of Applied Science - Computer Electronics Technology

Laredo Community College

High School Diploma -

J.W. Nixon High School

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Erik Medina