Ilene Chavez
Dallas,TX
Summary
Proficient in problem solving, willingness to learn, and excellent communication skills. Eager to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.
Overview
6
6
years of professional experience
Work History
Health and Life Insurance Broker
Symmetry Financial
09.2025 - Current
- Conducted thorough risk assessments to determine appropriate coverage levels for clients based on their unique circumstances.
- Generated new business leads by utilizing networking events, referrals, and targeted marketing campaigns.
- 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.
- Maintained high standards of customer service by building relationships with clients.
Bartender
ATT Stadium
08.2022 - Current
- Serve drinks to thousands of guests during sporting events and concerts, maintaining speed and accuracy under pressure
- Upsell premium beverages and specialty drinks, contributing to increased revenue
- Maintain bar cleanliness and restock inventory during downtime to ensure smooth operations
Health and Life Insurance Sales Agent
American Income Life Insurance Company
07.2025 - 09.2025
- Developed comprehensive insurance plans tailored to client needs and financial goals.
- Conducted in-depth policy reviews to ensure optimal coverage and compliance with regulations.
- Collaborated with underwriting teams to streamline policy approval processes, improving turnaround times.
- Increased life insurance policy sales by developing strong relationships with clients and understanding their unique needs.
Bartender
Dickeys Love Field
03.2022 - 09.2025
- Provide exceptional customer service to a diverse clientele, ensuring satisfaction and retention
- Process transactions accurately, handling cash and card payments daily
- Built strong interpersonal rapport with frequent flyers, cultivating loyalty and personalized service experiences
- Recognized for exceeding sales targets and receiving consistent positive feedback from guests
Banker Assistant/ Compliance Disclosure Specialist
The Federal Savings Bank
11.2020 - 03.2022
- Assist loan officers with gathering and verifying loan documentation from clients to ensure accurate and timely application processing
- Track loan application milestones and update borrowers on their application status
- Maintain up-to-date loan files in compliance with federal and state regulations
- Audit, verify, and ensure that mortgage loan disclosure packages are accurate and comply with regulation timelines at time of delivery to members
- Using document checklists ensure that each disclosure package contains all expected disclosure documents, and all forms are completed accurately
Bartender
Concrete Cowboy at The Star
11.2019 - 07.2021
- Prepare and serve a wide range of beverages, including specialty cocktails, craft beer, and fine wines
- Provide excellent customer service in a fast-paced environment, resulting in an increase of repeat business
- Train new staff on proper bartending techniques and customer service standards
- Maintain accurate inventory records and place timely orders to prevent shortages
Education
Beauty college -
Texas Beauty College
Haltom City, Tx05.2019
High school -
Valley High school
Albuquerque, Nm05.2003
Skills
- Strong organizational skills, capable of managing multiple priorities efficiently
- Accurate data entry
- Problem solving and conflict resolution
- Strong interpersonal abilities
- Confidentiality and compliance awareness
- Goal oriented mindset
- Client relationship management
- Upselling strategies
Timeline
Health and Life Insurance Broker
Symmetry Financial
09.2025 - Current
Health and Life Insurance Sales Agent
American Income Life Insurance Company
07.2025 - 09.2025
Bartender
ATT Stadium
08.2022 - Current
Bartender
Dickeys Love Field
03.2022 - 09.2025
Banker Assistant/ Compliance Disclosure Specialist
The Federal Savings Bank
11.2020 - 03.2022
Bartender
Concrete Cowboy at The Star
11.2019 - 07.2021
High school -
Valley High school
Beauty college -
Texas Beauty College