Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Timeline
Generic

Joseph Escobedo

San Antonio

Summary

Dynamic Senior Licensed Agent at Goosehead Insurance Agency with expertise in insurance assessment and risk management. Proven track record in enhancing client trust through effective communication and policy education. Skilled in team collaboration and conflict resolution, driving exceptional client satisfaction and operational efficiency. Committed to delivering tailored insurance solutions that align with client needs.

Overview

16
16
years of professional experience
1
1
Certification

Work History

Senior Licensed Agent

Goosehead Insurance Agency
San Antonio
01.2025 - Current
  • Assessed client needs to recommend appropriate insurance coverage options.
  • Communicated policy details clearly to clients, enhancing understanding and trust.
  • Collaborated with team members to support client inquiries and resolve issues promptly.
  • Educated clients on risk management strategies and policy benefits effectively.
  • Utilized agency software to track client interactions and maintain accurate records.
  • Scheduled appointments for consultations, ensuring optimal client service delivery.
  • Established effective working relationships with other departments within the organization.
  • Maintained pleasant and cordial attitude, remaining calm when issues arose.
  • Addressed complex client issues, ensuring alignment with business goals and client satisfaction.

Account Resolution Associate Team Manager

Wells Fargo Home Mortgage
San Antonio
08.2009 - 05.2024
  • Led team meetings to discuss project updates and address concerns.
  • Managed daily operations to ensure compliance with company policies.
  • Trained new employees on procedures and best practices in mortgage processing.
  • Collaborated with cross-functional teams to streamline workflow processes.
  • Conducted performance reviews to assess employee contributions and development needs.
  • Developed training materials to enhance staff knowledge and skills in mortgage services.
  • Facilitated conflict resolution between team members to maintain a positive work environment.
  • Analyzed operational data to identify areas for process improvement and efficiency gains.
  • Motivated team members to consistently achieve or exceed performance expectations.
  • Managed daily operations of the team including scheduling shifts, assigning tasks, tracking attendance and approving time off requests.
  • Analyzed and measured employee performance, taking appropriate disciplinary action or recognition based on work performance.
  • Monitored team performance, tracked progress towards goals, identified areas of improvement and provided feedback to employees.
  • Ensured adherence to company policies, procedures, regulations and laws while maintaining an ethical workplace culture.
  • Created training initiatives that supported departmental objectives while ensuring adherence to Federal and state mortgage regulations.
  • Implemented quality control measures to uphold company standards.
  • Completed thorough opening, closing, and shift change functions to maintain operational standards each day.

Education

IT Network Security

Hallmark University
San Antonio, TX

Skills

  • Insurance assessment
  • Risk management
  • Policy recommendation
  • Policy education
  • Team collaboration
  • Staff training development
  • Performance evaluation
  • Effective communication
  • Conflict resolution
  • Problem solving
  • Time management
  • Adaptability
  • Presentation skills
  • Financial planning
  • Underwriting principles
  • Sales strategies
  • Public speaking
  • Policy analysis
  • Internet savvy
  • Customer complaint resolution
  • Performer promotion
  • Service support
  • Professional networking
  • Contract negotiation expertise
  • Problem-solving skills
  • Customer service and care
  • Escrow management
  • Strong communication
  • Technical support
  • Schedule management
  • Relationship building

Certification

  • Property and Casualty Insurance License

Accomplishments

  • Received Service awards for creating great customer experience

Timeline

Senior Licensed Agent

Goosehead Insurance Agency
01.2025 - Current

Account Resolution Associate Team Manager

Wells Fargo Home Mortgage
08.2009 - 05.2024

IT Network Security

Hallmark University

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Joseph Escobedo