Julian Ugartechea Arcos
Bayonne,USA
Summary
Branch Manager with extensive experience at Freeway Insurance, recognized for improving client satisfaction through superior customer service and effective process enhancements. Demonstrated ability in leadership and critical thinking, leading to optimized operations and higher retention rates. Focused on promoting teamwork and advancing business development strategies.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Branch Manager
Freeway Insurance
Jersey City, New Jersey
02.2023 - Current
- Streamlined daily operations to optimize branch functionality and efficiency.
- Managed and trained staff, enhancing skills and operational knowledge.
- Led customer service initiatives, boosting client satisfaction and retention rates.
- Implemented process improvements to enhance workflow and operational performance.
- Analyzed performance metrics to guide strategic decision-making.
- Cultivated a positive team environment through clear communication and support.
- Oversaw staffing processes, including scheduling, hiring, and training programs.
- Conducted regular employee performance reviews to ensure quality standards.
Licensed Insurance Agent
Freeway Insurance
Jersey City, New Jersey
11.2022 - 02.2023
- Assisted clients in selecting suitable insurance policies based on individual needs.
- Processed policy changes, renewals, cancellations, and claims timely and accurately.
- Conducted customer needs assessments to determine appropriate coverage options.
- Exceeded company sales goals for new policy acquisitions consistently.
- Engaged clients through telephone appointments to build rapport and promote services.
- Performed follow-up calls to evaluate customer satisfaction with products.
- Provided detailed explanations of policy benefits to ensure client comprehension.
- Managed client accounts, updating information as required.
Sales Trainee
Freeway Insurance
Jersey City, New Jersey
04.2021 - 11.2022
- Processed incoming customer inquiries and provided prompt, effective responses.
- Quoted and sold insurance policies to meet client needs.
- Delivered exceptional customer service for both prospects and existing clients.
- Resolved customer complaints and requests efficiently to enhance satisfaction.
- Analyzed insurance operations to identify areas for improvement.
- Promoted additional products, including Telemedicine, tire hazard coverage, and identity theft protection.
- Maintained comprehensive knowledge of property insurance offerings to advise clients effectively.
Administration Manager
Sinergia Desarrollo y Manufactura
, Mexico
07.2018 - 02.2020
- Managed customer and supplier portfolios to enhance business relationships.
- Reviewed quotes and budgets to optimize cost efficiency.
- Analyzed financial information to inform strategic decision-making.
- Tracked accounts receivable and payable for accurate financial reporting.
- Oversaw human resources and payroll functions to ensure compliance.
- Managed bank accounts to maintain liquidity and financial stability.
- Presented results to owners, highlighting key financial metrics.
Sr. Key Account Manager and Business
Ve x Mas Bank
, Mexico
02.2015 - 06.2018
- Conducted prospecting efforts targeting customers with annual sales exceeding 10 million dollars.
- Managed customer portfolio to enhance client retention and satisfaction.
- Sold financial products tailored to client needs, driving revenue growth.
- Analyzed and interpreted financial statements to guide decision-making.
- Presented credit proposals to customers, facilitating informed financial choices.
Sr. Key Account Manager and Business
Santander Bank
, Mexico
03.2014 - 09.2014
- Prospected new customers to expand client base and drive sales growth.
- Managed customer portfolio to enhance client relationships and retention.
- Sold financial products by identifying client needs and delivering tailored solutions.
- Analyzed and interpreted financial statements to support informed decision-making.
- Presented credit proposals to clients, facilitating financing solutions.
Branch Manager
BBVA Bank
, Mexico
05.2013 - 03.2014
- Directed branch operations and managed resources to achieve established sales goals.
- Supervised staff to ensure delivery of exceptional customer service.
- Coordinated administration of cashiers and ATMs to optimize efficiency.
- Managed customer and company portfolios to enhance relationships and growth.
- Prospected new customers to expand client base and drive revenue.
Business Executive
BBVA Bank
, Mexico
09.2011 - 05.2013
- Cultivated strong relationships with customers and account holders to enhance loyalty.
- Managed customer portfolio to identify growth opportunities and maximize satisfaction.
- Prospected potential customers to expand market reach and increase sales.
- Executed sales of financial products, achieving targets consistently.
- Opened new credit lines to facilitate customer financing needs.
Trainee
BBVA Bank
, Mexico
06.2011 - 09.2011
- Completed assigned tasks while supporting daily operations effectively.
- Participated in meetings and workshops to enhance professional development.
- Acquired knowledge of company policies and processes to inform future banking career.
- Engaged in sales training to improve product selling techniques.
- Attended customer service training to elevate client satisfaction skills.
- Underwent bank products training for comprehensive understanding of offerings.
- Participated in investment management training to develop financial advising expertise.
Internal Auditor
Quesos Esmeralda
, Mexico
04.2011 - 06.2011
- In charge of reviewing information about the points of sale and warehouses.
- Control and Review of Financial Statements
- Payroll review
- Warehouse Supervision
- Conducting audits
Administrative Assistant
Moore Stephens Orozco Medina
, Mexico
09.2009 - 12.2010
- Executed receipt and review of invoices for timely payment release.
- Maintained accurate records of invoices to streamline payment processes.
- Monitored post-payment tracking to ensure efficient financial management.
- Verified documents for terminated workers to uphold compliance standards.
- Checked deliveries to confirm accuracy and completeness of shipments.
- Updated database regularly to reflect current operational data.
Education
Bachelor's - Business Administration specialized in Human Resources
La Salle University
Mexico City, Mexico05.2009
Administrative Assistant - PR area
La Salle University
Mexico City, Mexico03.2009
Skills
- Critical thinking and problem solving
- Teamwork and collaboration
- Customer service
- Verbal and written communication
- Leadership and team management
- Conflict resolution
- Business development
Languages
- Spanish, Native speaker
- English, Fluent
Personal Information
Date of Birth: 12/09/85
About Me - Summary
Bachelor of Business Administration with an ascending career within the financial and cardboard manufacturing sector, occupying management positions such as Branch Manager and Administration Manager. Experience in team management, generation and monitoring of performance indicators, sale of financial products, analysis and interpretation of financial statements, presentation of results, customer administration and prospection.
Languages
Spanish
Native/ Bilingual
English
Full Professional
Certification
Property and Casualty License
Timeline
Branch Manager
Freeway Insurance
02.2023 - Current
Licensed Insurance Agent
Freeway Insurance
11.2022 - 02.2023
Sales Trainee
Freeway Insurance
04.2021 - 11.2022
Administration Manager
Sinergia Desarrollo y Manufactura
07.2018 - 02.2020
Sr. Key Account Manager and Business
Ve x Mas Bank
02.2015 - 06.2018
Sr. Key Account Manager and Business
Santander Bank
03.2014 - 09.2014
Branch Manager
BBVA Bank
05.2013 - 03.2014
Business Executive
BBVA Bank
09.2011 - 05.2013
Trainee
BBVA Bank
06.2011 - 09.2011
Internal Auditor
Quesos Esmeralda
04.2011 - 06.2011
Administrative Assistant
Moore Stephens Orozco Medina
09.2009 - 12.2010
Bachelor's - Business Administration specialized in Human Resources
La Salle University
Administrative Assistant - PR area
La Salle University
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