Juanita Chleboun
Gilbert,Arizona
Summary
Innovative and goal-oriented insurance and financial services specialist committed to professional development and expert leadership of expanding customer base and new sales revenue. Talent for building relationships, cultivating partnerships, retaining executive accounts, and growing profit channels. Disciplined and resourceful professional with expertise in account development and market penetration.
Overview
11
11
years of professional experience
Work History
Office Manager/Operator
John Chleboun Farmers Agency
Chandler, AZ
07.2021 - Current
- Analyzed business performance data and forecasted business results for upper management
- Evaluated individual and team business performance and identifies opportunities for improvement
- Planned and led team meetings to review business results and communicate new and ongoing priorities.
Agent/Owner/Operator
Juanita Chleboun State Farm
Gilbert, AZ
06.2019 - 06.2020
- Cultivated new business by building relationships with clients and offering presentations towards insurance and financial services
- Met and exceeded territory revenue goals through generating new leads and identifying new clients
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quota.
Agent Intern
State Farm
Tempe, AZ
01.2019 - 06.2019
- Attended insurance and financial products and leadership training
- Spent ample time in a field development training experience with an established agent.
Auto Claims Adjuster
USAA
Tampa, FL
10.2012 - 03.2016
- Interviewed first and third party complex, non-injury liability auto claims
- Examined claims forms and other records to determine insurance coverage
- Verified insurance claims and determined fair amount for settlement
- Prepared summaries of damages, payments, and policy coverage
- Followed up with insured individuals regarding premium and deductible payments.
Education
Liberal - Arts & General Studies
Hillsborough Community College
04.2005
Business Administration & Management
St. Leo University
Skills
Sales Leadership, Performance Tracking, Entrepreneurial & Administrative Functions, Marketing Strategy, Financial Needs
Additional Information
- Licenses , Property & Casualty Producer License Life & Health Producer License
Timeline
Office Manager/Operator
John Chleboun Farmers Agency
07.2021 - Current
Agent/Owner/Operator
Juanita Chleboun State Farm
06.2019 - 06.2020
Agent Intern
State Farm
01.2019 - 06.2019
Auto Claims Adjuster
USAA
10.2012 - 03.2016
Liberal - Arts & General Studies
Hillsborough Community College
Business Administration & Management
St. Leo University
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