Summary
Overview
Work History
Education
Skills
Timeline
Generic

Isidro Diaz III

Property & Casualty Insurance Producer
Universal City,TX

Summary

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

4
4
years of professional experience
2
2
Languages

Work History

Property & Casualty Insurance Agent

USAA
03.2024 - Current
  • Handled sensitive client information with discretion, adhering to strict privacy guidelines.
  • Collaborated with colleagues to create a supportive team environment, enhancing overall productivity.
  • Developed strong relationships with underwriters for more effective risk assessment.
  • Increased new business sales through personalized client consultations.
  • Enhanced customer satisfaction by providing prompt and accurate policy information.
  • Identified cross-selling opportunities by reviewing existing policies and suggesting additional coverage options.

Finance Liaison

Jon Wayne Heating And Air Conditioning Ltd
09.2023 - 03.2024
  • Served as the primary point of contact, fostering strong relationships between internal staff and external lenders.
  • Coordinated multiple applications simultaneously, ensuring timely completion and funding for HVAC projects.
  • Enhanced customer satisfaction by swiftly addressing concerns and providing solutions to various issues regarding credit lines and home improvement loans.
  • Maintained up-to-date knowledge of HVAC industry trends, sharing insights with colleagues to drive continuous improvement and profit margins.

Dispatcher

Jon Wayne Heating And Air Conditioning Ltd
03.2022 - 09.2023
  • Directed dispatching, routing, and tracking of 100+ fleet vehicles.
  • Communicated with drivers and customers to coordinate timely arrival and service completion.
  • Collaborated with fellow dispatchers to maintain a seamless workflow during shift changes.
  • Maintained accurate records of all dispatched calls, improving data tracking for future analysis.
  • Managed high-stress situations calmly and effectively, ensuring timely assistance to those in need.
  • Trained new dispatchers on company protocols, contributing to a well-prepared team of professionals.

Produce Associate

Sam's Club
03.2021 - 08.2021
  • Unboxed new merchandise and restocked shelves in appealing and organized arrangements to promote items.
  • Answered shopper questions regarding shelf life and appropriate produce storage.
  • Recommended, selected and located merchandise based on customer desires.
  • Participated in weekly team meetings to discuss current promotions, sales goals, new products.
  • Updated pricing and sales signs to promote merchandise.
  • Maintained cleanliness of work area throughout shift, including sweeping floors and wiping down surfaces.
  • Operated balers, power jacks and slicing machines.

Cashier Team Lead

Academy Sports Outdoors
10.2020 - 03.2021
  • Processed efficient and accurate cash, check, debit and credit card payments using Point-of-Sale system.
  • Assisted management with developing and managing employee improvement strategies to encourage exceptional performance from staff.
  • Authorized discounts and special actions to resolve customer disputes and maintain satisfaction.
  • Established or identified prices of goods and services and tabulated bills with optical price scanners and cash registers.
  • Trained and mentored new cashiers to maximize performance with skilled, efficient and knowledgeable team members.
  • Assisted with training new cashiers and customer service team members to increase speed of onboarding.

Education

Some College (No Degree) - Sociology

Texas A&M University
College Station, TX

High School Diploma -

East Central High School
San Antonio, TX
05.2001 -

Skills

Evaluation Capabilities

Proficient in Google Sheets/Docs

Incidents Management

Performance Reporting

Issue Resolution

Team Collaboration

Verbal and Written Communication

Recordkeeping

Policies and Procedures Implementation

Interpersonal Abilities

Activity Planning

High-Pressure Environments

Service Coordination

Customer Relations

Schedule Management

Critical Thinker

Timeline

Property & Casualty Insurance Agent

USAA
03.2024 - Current

Finance Liaison

Jon Wayne Heating And Air Conditioning Ltd
09.2023 - 03.2024

Dispatcher

Jon Wayne Heating And Air Conditioning Ltd
03.2022 - 09.2023

Produce Associate

Sam's Club
03.2021 - 08.2021

Cashier Team Lead

Academy Sports Outdoors
10.2020 - 03.2021

High School Diploma -

East Central High School
05.2001 -

Some College (No Degree) - Sociology

Texas A&M University

Similar Profiles

CREATE PROFILE
Isidro Diaz IIIProperty & Casualty Insurance Producer