Ernesto G. Castillo Jr.
Weslaco
Summary
Results-driven insurance professional with expertise in client relations and account management. Committed to enhancing customer satisfaction and retention through tailored solutions and efficient process management.
Overview
16
16
years of professional experience
Work History
Independent Insurance Agent
Castle Insurance Group
Weslaco
03.2026 - Current
- Assisted clients in identifying insurance needs and recommending suitable policies.
- Conducted policy reviews to ensure compliance with state regulations and company standards.
- Processed applications, endorsements, and claims efficiently to enhance customer satisfaction.
- Collaborated with underwriters to evaluate risks associated with insurance applications.
Licensed Insurance Producer
Farmers Insurance
Weslaco
05.2024 - 02.2026
- Developed tailored insurance solutions to meet client needs and financial goals.
- Conducted comprehensive policy reviews to ensure compliance with regulations and customer satisfaction.
- Facilitated client onboarding processes, enhancing overall customer experience and retention rates.
- Utilized CRM software to track leads, manage accounts, and streamline communication with clients.
- Addressed customer inquiries through phone and email, ensuring timely resolution of issues.
- Processed orders accurately, managing product returns and exchanges efficiently.
Branch Manager
Regional Finance
Weslaco, TX
06.2020 - 04.2024
- Led branch operations, ensuring compliance with company policies and financial regulations.
- Developed and implemented strategic plans to enhance customer service and operational efficiency.
- Mentored staff, fostering professional growth and enhancing team performance.
- Analyzed market trends to identify opportunities for business growth and profitability.
- Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
- Maintained friendly and professional customer interactions.
Administrative Manager
Weslaco ISD
Weslaco, TX
01.2010 - 06.2020
- Oversaw daily administrative operations to ensure efficient workflow and resource allocation.
- Managed staff schedules, optimizing personnel deployment to enhance productivity and service quality.
- Developed and implemented office procedures, streamlining processes for improved operational efficiency.
- Coordinated communication between departments, fostering collaboration and timely information sharing.
- Ensured smooth daily operations with timely completion of all essential administrative tasks and responsibilities.
- Maintained accurate record-keeping systems to ensure easy access to critical information for decision-making purposes.
- Updated reports, managed accounts, and generated reports for company database.
Education
High School Diploma -
Weslaco High School
Weslaco Tx.Skills
- Customer service
- Licensed insurance agent
- Professionalism and ethics
- Quotes and sales
- Customer follow-up
- Client relations
- Client needs analysis
- Client retention
- Account management
- New client acquisition
Languages
Spanish
Native or Bilingual
Timeline
Independent Insurance Agent
Castle Insurance Group
03.2026 - Current
Licensed Insurance Producer
Farmers Insurance
05.2024 - 02.2026
Branch Manager
Regional Finance
06.2020 - 04.2024
Administrative Manager
Weslaco ISD
01.2010 - 06.2020
High School Diploma -
Weslaco High School