Jovanna Diaz
Edinburg,TX
Summary
Highly motivated professional with several years of entrepreneurial and management experience. Seasoned Insurance Agency Owner with comprehensive background in managing and leading insurance operations. Known for strong business acumen, strategic planning skills and ability to deliver high-quality customer service. Possess proven track record of driving revenue growth and maintaining client relationships. Confident in making significant impact through leadership, problem-solving abilities and commitment to excellence. Applies business acumen and experience and exercises decisive judgment to meet and exceed organizational goals. Comfortable working independently as manager and leader and as collaborative team member. Skillfully creates and maintains professional and loyal relationships with co-workers, staff and clients while managing administrative and sales employees.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Insurance Agency Owner
Farmers Insurance- Jovanna Diaz Agency
McAllen, TX
04.2019 - Current
- Created and implemented strategies for increasing customer base, developing relationships with existing customers, and expanding the agency's market share.
- Developed and maintained a thorough understanding of company products, services, policies, procedures and regulations.
- Reviewed customer applications to ensure that all information is accurate and up-to-date prior to processing claims.
- Provided guidance to employees on underwriting standards as well as best practices in customer service delivery.
- Developed marketing plans to generate leads through direct mail campaigns, cold calling activities or other promotional events.
- Organized meetings between clients and representatives from partner companies in order to discuss potential business opportunities.
- Resolved customer complaints promptly and professionally while maintaining high levels of customer satisfaction.
- Monitored employee performance metrics such as call volume goals or sales targets on a regular basis.
- Managed daily operations including sales tracking, budgeting, forecasting, payroll administration and staff development.
- Assisted customers in selecting the right life insurance coverage for their needs.
- Sold life insurance policies via telephone and assisted other agents with underwriting.
Office Administrative Assistant
Convention Expo Management Services
McAllen, TX
04.2015 - 04.2019
- Developed and implemented administrative procedures to maximize efficiency.
- Created and maintained filing systems for employee records, financial reports, and other documents.
- Prepared regular progress reports to track budget expenditures, workflow, and performance metrics.
- Coordinated with executive staff to ensure deadlines were met in a timely manner.
- Provided support to departmental managers in the development of project plans and initiatives.
- Supervised a team of administrative assistants tasked with coordinating travel arrangements, scheduling appointments, and providing customer service support.
- Analyzed existing workflows within departments in order to identify areas where improvements could be made.
- Managed budgeting for all trade shows including airfare, hotel accommodations, meals, transportation and other related costs.
- Organized logistics for event setup and teardown, including AV equipment, furniture rental, signage production and booth design.
- Planned staffing schedules for each trade show based on attendance projections, product demonstrations and presentations.
- Ensured compliance with local regulations by obtaining necessary permits or licenses prior to exhibiting.
Insurance Agent
State Farm
Edinburg, TX
08.2010 - 04.2015
- Attended team meetings regularly to discuss updates on products, services and policies changes.
- Analyzed market trends in order to identify potential areas for new business opportunities.
- Developed customer relationships and ensured satisfaction with services.
- Processed payments from customers by cash, check or credit cards accurately according to company guidelines.
- Upsold additional products or services when appropriate in order to meet sales goals.
- Assessed customer risk levels and recommended appropriate coverage options.
- Ensured compliance with applicable laws, regulations, and company policies while selling insurance products.
- Assisted customers in selecting the right life insurance coverage for their needs.
- Facilitated continuing service by processing changes in beneficiaries and analyzing policy loan applications.
- Remained current on latest industry trends by gaining comprehensive knowledge of financial and insurance products, services, and best practices.
- Monitored clients' insurance coverages to ensure changing needs were met.
- Conducted in-home and group presentations to provide detailed explanations of policy guidelines and benefits to clients and families.
- Explained coverage options to potential policyholders, answering questions or concerns.
- Sought out new clients and developed clientele by networking to find new customers.
Education
Some College (No Degree) - Business Management
SUL ROSS STATE UNIVERSITY
Alpine, TXSome College (No Degree) - Business Management
The University of Texas Rio Grande Valley
Edinburg, TXSkills
- Underwriting
- Claims management
- Policy analysis
- Staff development
- Industry trends
- Social media control
- Strategic project planning
- Marketing
Certification
- General Lines Property and Casualty License
- General Lines Life and Health License
Timeline
Insurance Agency Owner
Farmers Insurance- Jovanna Diaz Agency
04.2019 - Current
Office Administrative Assistant
Convention Expo Management Services
04.2015 - 04.2019
Insurance Agent
State Farm
08.2010 - 04.2015
- General Lines Property and Casualty License
- General Lines Life and Health License
Some College (No Degree) - Business Management
SUL ROSS STATE UNIVERSITY
Some College (No Degree) - Business Management
The University of Texas Rio Grande Valley
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