JORDAN VILLAVASO
Metairie,LA
Summary
Highly analytical and effective communicator with strong teamwork skills and a proven ability to adapt quickly to new environments. Primary goal is to contribute to team success while further developing professional skills. Positive attitude and commitment to continuous learning and growth, eager to embrace new challenges and make a meaningful impact.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Operations and Systems Manager
The Producers Group, Inc.
06.2020 - 01.2023
- Recruiting and Onboarding
- Scheduling & prepping materials for onboarding new field representatives
- Managing new field representatives' resources
- Managing new field representatives training calendars
- Process address changes
- Process license renewal and appointments
- Provide management with resume of potential agent recruits from college recruiting boards
- Review agency cybersecurity integration requirements to ensure agent's compliance
- Review Daily Security Control Reports for exposure and action items
- Bill Pay responsibility
- Distribution of monthly broker commission statements
- Inputting Broker Direct Deposit requests
- Handling commission inquiries and disputes with brokers
- Set up new clients in contact management system
- Update and maintain files & records for disability insurance applications & new policies
- Follow up with underwriting and policy issue requirements
- Retrieve and distribute US Mail on daily basis/Review mail with Office Manager prior to distribution
- Coordinate repairs to office environment & equipment
- Maintain Office Supply inventory
- Update and maintain agent and customer contact lists
- Review agency cybersecurity integration requirements to ensure agent's compliance
- Review Daily FCI Reports for exposure and action items
Education
Bachelor of Interdisciplinary Studies -
University of New Orleans
New Orleans, LA12.2019
Skills
- Flexible and Adaptable
- Problem-Solving
- Interpersonal
- Client account management
- Relationship building
- Tableau
- Data Modeling
- Data Visualization
- SQL
- Business Analytics
- Planning and Execution Frameworks
- Quota Setting and Performance
- Measuring Business Impact
- KPIs & Metrics
Certification
Applied Business Science with a concentration in Business Analytics Science, 12/01/24, Online Course – Louisiana State University
Additional Information
References available upon request
Timeline
Operations and Systems Manager
The Producers Group, Inc.
06.2020 - 01.2023
Applied Business Science with a concentration in Business Analytics Science, 12/01/24, Online Course – Louisiana State University
Bachelor of Interdisciplinary Studies -
University of New Orleans
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