Juanita Elizabeth Chacón Alvarado
Summary
Dynamic professional with a proven track record at Insurance Offices, excelling in customer service and digital marketing. Skilled in relationship building and data analysis, I successfully increased client retention through proactive communication and strategic social media management. Adept at problem-solving, I thrive in fast-paced environments, driving results and enhancing brand visibility.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Administrative Assistant
Insurance Offices
07.2022 - 10.2023
- Managed the company's social media presence to promote services, engage followers, and attract potential clients.
- Scheduled and conducted client appointments to present insurance options and explain policy benefits, resulting in increased sales and client retention
- Assisted clients with policy questions, accident claims, and ongoing insurance needs, ensuring a high level of satisfaction and trust.
- Maintained and grew a clients portfolio through consistent follow-ups, personalized service and proactive communication.
- Acted as a liaison between clients and insurance companies, handling inquiries, documentation, and issue resolution efficiently.
- Participated in team meetings and training sessions to stay updated on new products, industry changes and promotional opportunities.
- Regularly monitored competitor pricing and promotions to inform sales strategy and improve service offerings.
- Drafted and processed insurance contracts with accuracy and attention to detail.
Business Development And Marketing Lead
Three Business Under the Same Ownership
10.2020 - 01.2022
- Oversaw the full operations of three businesses, managing teams across all locations and ensuring consistency in service, branding and performance.
- Supervised a large team of employees, including hiring, payroll processing, weekly schedule creation, and day to day staff coordination.
- Developed and executed digital marketing strategies, including social media management, content creation, and website updates, leading to increased visibility and engagement.
- Handled all client-facing activities such as appointment scheduling, follow-ups, and customer support to ensure high satisfaction and retention.
- Planned and executed all company events, managing logistics, purchasing supplies while staying within budget.
- Generated daily and weekly sales reports, analyzed trends and identified actionable insights to improve performance.
- Managed inventory and vendor relationships, ensuring timely procurement of products and supplies needed for operations and events.
Marketing Manager
Beauty Spa
01.2019 - 12.2019
- Led the spa's marketing strategy with a strong focus on digital growth, including managing and growing social media presence to enhance brand visibility and customer engagement.
- Developed and executed targeted email marketing campaigns to promote services, share promotions, and build client loyalty.
- Oversaw the registration of the brand and handled all procedures related to intellectual property, ensuring full legal compliance and brand protection.
- Managed the spa's inscription and compliance within the SAT (Mexico's Tax Administration Service) system, contributing to efficient and transparent business operations.
- Conceptualized and implemented promotional campaigns and creative strategies to boost sales of products and services, resulting in increased revenue and customer retention.
- Designed and coordinated environmental wellness activities and themed events to align the spa's values with eco-conscious initiatives and community involvement.
- Continuously introduced fresh marketing ideas to differentiate the spa in a competitive market, including seasonal offers and loyalty programs.
Accounting Assistant
SAT ACCOUNTS
01.2019 - 12.2019
- Prepared and submitted weekly sales reports for internal review and analysis.
- Managed schedules by coordinated appointments, meetings, and phone calls to ensure smooth daily operations.
- Maintained organized client records and provides administrative support for client interactions.
- Assisted clients with inquiries related to the SAT system (Mexico's Tax Administration Service), offering guidance on electronic procedures and troubleshooting issues.
- Delivered general electronic and administrative support to the accounting team, ensuring efficient workflow and communication.
- Assisted in managing client accounts, ensuring accurate record-keeping that led to noticeable improvements in client satisfaction.
Sales Manager
Party Planner Shop
08.2018 - 12.2018
- Managed inventory levels to ensure product availability, leading to improved customer satisfaction and reduced stockouts.
- Streamlined inventory management processes, resulting in enhanced product availability and minimized customer wait times.
- Evaluated sales data to identify trends, enabling targeted marketing efforts and fostering customer loyalty.
- Optimized staff scheduling to enhance team efficiency, achieving notable improvements in service speed and customer satisfaction.
- Fostered a positive team environment, encouraging open communication and collaboration, which boosted employees morale and productivity.
Education
Business Management - Business Administration And Management
TecMilenio Universidad
Victoria De Durango, México06-2022
Skills
- Customer service
- Data entry
- Computer skills
- Office administration
- Administrative support
- Microsoft Word
- Time management
- File organization
- Microsoft outlook
- Customer and client relations
- Customer relations
- Critical thinking
- Strong problem solver
- Verbal communication
- Relationship building
- Confidential document control
Certification
- Corporate Law
- Innovation and entrepreneurship
- Real State Law
Languages
Spanish
Native or Bilingual
English
Full Professional
Timeline
Administrative Assistant
Insurance Offices
07.2022 - 10.2023
Business Development And Marketing Lead
Three Business Under the Same Ownership
10.2020 - 01.2022
Marketing Manager
Beauty Spa
01.2019 - 12.2019
Accounting Assistant
SAT ACCOUNTS
01.2019 - 12.2019
Sales Manager
Party Planner Shop
08.2018 - 12.2018
Business Management - Business Administration And Management
TecMilenio Universidad
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