Summary
Overview
Work History
Education
Skills
Certification
Affiliations
Accomplishments
Languages
References
Work Availability
Timeline
Hi, I’m

Ester Medina-Cruz

Houston,Texas
Your time is limited, so don’t waste it living someone else’s life.
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Ester Medina-Cruz

Summary

Over 15 years of management and team lead experience in the medical, legal, and insurance industries, gained valuable transferable skills in building and keeping relationships strategic planning, and project management. Strong history of quickly learning and adapting to new and complex situations. Eager to leverage a diverse range of talents in a new and engaging professional setting. Committed to lifelong learning and personal development. Bilingual and proficient in administering and organizing multiple projects ensuring ethical integrity and confidentiality within organizations. Innovative analytical person willing to embrace and overcome all challenges of account management, and organizing, to achieve positive results.

Overview

11
years of professional experience
1
Certification

Work History

AFLAC, INC.
Houston, Texas

Supplemental Insurance Sales Agent
01.2020 - Current

Job overview

  • Establish relationships with clients and outside vendors using salesforce to input activity and schedule follow ups
  • Managed the working relationships with clients, customers and employees
  • Exemplify effective communication skills by working cross functionally with various departments on various projects
  • Attend weekly training and team meetings to review shift performance and set goals for the week to follow
  • Educate clients and employees on products and matching them with the best product to suit their needs
  • Consistently hit goals and succeed in reaching sales quotas, recognized and presented sales awards in new sales and account management to drive performance
  • Utilize various sales strategies to engage clients, focusing on identifying needs, presenting value added solutions and building relationships through a consultative approach
  • Overcome objectives by quickly positioning calls as service follow ups to ensure clients needs are being met, delivering product details in an informational style and facilitating professional interactions
  • Assigned to special accounts department to diffuse and resolve various volatile customer situations while keeping a balance between the interests of the company and customer satisfaction
  • Recruit and train formidable sales associates to join our team
  • Seek out and organize participation at grass roots health and wellness fairs, and other events to engage with community and attract new clients to our various office locations.

JAMCO Insurance Agency
Humble & Houston, Texas

Senior P&C Insurance Sales Agent
01.2018 - Current

Job overview

  • Establish relationships with clients and outside vendors using salesforce to input activity and schedule follow ups
  • Managed the working relationships with clients, customers and employees
  • Exemplify effective communication skills by working cross functionally with various departments on various projects
  • Attend weekly training and team meetings to review shift performance and set goals for the week to follow
  • Educate clients and employees on products and matching them with the best product to suit their needs
  • Consistently hit goals and succeed in reaching sales quotas, recognized and presented sales awards in new sales and account management to drive performance
  • Utilize various sales strategies to engage clients, focusing on identifying needs, presenting value added solutions and building relationships through a consultative approach
  • Overcome objectives by quickly positioning calls as service follow ups to ensure clients needs are being met, delivering product details in an informational style and facilitating professional interactions
  • Assigned to special accounts department to diffuse and resolve various volatile customer situations while keeping a balance between the interests of the company and customer satisfaction
  • Recruit and train formidable sales associates to join our team
  • Seek out and organize participation at grass roots health and wellness fairs, and other events to engage with community and attract new clients to our various office locations.

Kevin M. Chavez, PLLC
Houston, Texas

Paralegal/Personal Injury Case Manager/Office Manager
08.2012 - Current

Job overview

  • Human Resources, payroll and office staff management and task delegation, onboarding new hires and dismissing employees
  • Structured and Implement productivity strategies and train current and new employees
  • Perform employee performance reviews and offer constructive approaches to reach personal and professional objectives
  • Organize and maintain agenda for trial settings and deadlines for court filings and court settings
  • Led leadership strategy planning and organized and managed team required training on various developments
  • Draft pre litigation and post litigation documents utilizing history of medical terminology skills, including family law, personal injury and civil original petitions for county and justice courts.

Education

University of Phoenix

Healthcare Administration, BA

Center for Advanced Legal Studies

Paralegal Certificate

Skills

  • Bilingual; Spanish fluent in reading, speaking, and writing
  • Experience with Microsoft Office, Adobe Acrobat and Hawksoft and EZLynks Insurance Software
  • Excellent customer service and relations skills
  • New Business Development
  • Insurance Sales Strategy
  • Account Management
  • Product Knowledge
  • Team Training and Development
  • Sales Quota Achievement
  • CRM Tracking
  • Exceptional sales skills
  • Account Retention
  • Customer Retention
  • Skilled community-based case manager
  • Managerial background
  • Immigration case file strategies
  • Case conferences
  • Case Report Development
  • Assembling case carts
  • Case records management
  • Case reviewing
  • Case oversight

Certification

  • Texas Insurance License in Property & Casualty, Life & Health (General Lines)
  • Florida Insurance License in Property & Casualty, Life & Health (General Lines)
  • Notary Public, Texas
  • Online Notary Public, Texas

Affiliations

  • Girl Scout Troop Leader
  • Home Improvement Stratigiest

Accomplishments

  • Awarded, Fast Start, Super Fast Start, and Fireball in Sales Achievements from AFLAC

Languages

English
Native/ Bilingual
Spanish
Native/ Bilingual

References

References available upon request.
Availability
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Timeline

Supplemental Insurance Sales Agent

AFLAC, INC.
01.2020 - Current

Senior P&C Insurance Sales Agent

JAMCO Insurance Agency
01.2018 - Current

Paralegal/Personal Injury Case Manager/Office Manager

Kevin M. Chavez, PLLC
08.2012 - Current

University of Phoenix

Healthcare Administration, BA

Center for Advanced Legal Studies

Paralegal Certificate

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Ester Medina-Cruz