Jade Ybarra
San Antonio
Summary
Business and sales professional with over 11 years of combined financial foundations and sales experience in a fast-paced customer service, and call center environment. Proven success in preparing files and answering customer questions, and entering data into computer programs. Demonstrated success in converting prospects into customers, servicing accounts, and maintaining and exceeding consistent sales goals. Personable and professional under pressure.
Overview
16
16
years of professional experience
Work History
Inside Sales Representative
UPS
San Antonio
01.2019 - Current
- Collaborate with Inside Sales Leads and Specialists to identify and generate new business opportunities.
- Routinely reaching out to clients and exceed 125 follow-up and cold calls weekly.
- Monitor and identify client's business needs using different software and data reports
- Develop superior process and product knowledge and assist customers with product applications.
- Exhibit customer- facing activities with a sense of urgency and care to strengthen customer rapport.
- Exemplify product presentations to clients and emphasize products features based on their needs.
Liability Claims Adjuster
Allstate
10.2017 - 12.2018
- Negotiates and settles basic and occasionally moderately complex claims in accordance with business unit best practices.
- Receives claim assignment, confirms policy coverages and directs acknowledgement of claims.
- Investigates claim to determine validity and verify extent of damage by telephone contact with clients, claimants, witnesses or other parties required.
Credit Card Claims Adjuster
Broadspire
03.2015 - 06.2017
- Receives claim assignment, confirms policy coverages and directs acknowledgement of claims.
- Investigates claim to determine validity and verify extent of damage by telephone contact with clients, claimants, witnesses or other parties required.
- Establish reserves and authorize payment within reserving authority limits.
- Completes all reporting forms and file documentation.
- Adheres to client and carrier guidelines and prepares written updates for supervisor to review.
Auto Theft, Fire and Vandalism Claims Adjuster
USAA
San Antonio
10.2013 - 02.2015
- Adjust low to moderately complex auto claims. Severity of claims work includes liability, non-injury, and auto theft/fire losses.
- Investigate claims pertaining to the theft, fire, or vandalism of an auto.
- Work closely with our special investigative unit and refer losses to them that have potential farad indicators.
- The ability to recognize and handle fraud indicators effectively and appropriately.
- Work with law officials to provide and obtain information pertaining to the investigation of an auto loss.
Associate Auto Claims Adjuster
USAA
San Antonio
04.2011 - 02.2015
- Provide auto/casualty claims service via internal channels to members and third-party customers.
- Adjust low to moderately complex auto claims. Severity of claims include liability, non-injury, and auto theft/fire losses.
- Acquire and apply basic knowledge of P&C insurance industry products, services, and processes to include P&C insurance policy contracts and coverages and the USAA claim handling process and procedures.
- Seek guidance from team members to resolve issues and to identify appropriate issues for escalation.
Video Telephony Auto Claims Adjuster
USAA
San Antonio
06.2012 - 06.2013
- Provided auto claims assistance via video phone with members across the United States.
- Communicated daily with members and third-party customers who prefer to speak with a live person via video verses through telephone
- Scanned in documents from members and third-party customers and made sure they were attached appropriately to the claim file.
- Worked with a small team of 12 to provide quality claims service via real-time face chat.
- contributed to business goals and performance metrics, and effectively use tools and technology
Front Desk Associate
Golds Gym
San Antonio
01.2009 - 04.2011
- Cultivated positive relationships with members by interacting with them during group fitness classes.
- Promoted fitness center programs such as the youth and adult aerobics programs.
- Greeted all members in a professional and friendly manner.
- Earned management trust by serving as key holder, responsibly opening and closing store.
- Politely assisted customers in person and via telephone.
- Answered product questions with up-to-date knowledge of sales and store promotions.
- Effectively communicated with and supported sales, marketing and administrative teams on a daily basis.
- Restocked inventory every month and reviewed cash operation data to verify proper replenishment.
Education
Master of Arts - Human Resource Development
Webster University
San Antonio, TX2013
Bachelor of Arts - English
Texas A&M- San Antonio
San Antonio, TX2010
Associate of Arts - English
Palo Alto Community College
San Antonio, TX2008
Skills
- Fast Learner
- Highly Dependable
- Team Player
- Skilled in call center operations
- Customer interface expertise
- Multi-line phone operation proficiency
- Exceptional workflow management
- Adheres to customer service procedures
- Strong problem solving aptitude
- MS Windows proficient
- Multi-line phone talent
- Sales negotiation skills
Timeline
Inside Sales Representative
UPS
01.2019 - Current
Liability Claims Adjuster
Allstate
10.2017 - 12.2018
Credit Card Claims Adjuster
Broadspire
03.2015 - 06.2017
Auto Theft, Fire and Vandalism Claims Adjuster
USAA
10.2013 - 02.2015
Video Telephony Auto Claims Adjuster
USAA
06.2012 - 06.2013
Associate Auto Claims Adjuster
USAA
04.2011 - 02.2015
Front Desk Associate
Golds Gym
01.2009 - 04.2011
Master of Arts - Human Resource Development
Webster University
Bachelor of Arts - English
Texas A&M- San Antonio
Associate of Arts - English
Palo Alto Community College
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