MARIA JOSE MADERO TAVERNIER

Work History

Invida Financial Network

HOUSTON, TX

10.2023 - Current

Company Overview: Insurance agency based in Houston, TX.
Calendar management and Zoom meeting scheduling.
Fill out online applications, and follow up on any requirements that could arise.
File keeping
Email screening and drafting.
Registration and Onboarding process for new agents.
Document conversion
CRM updating
For the completion of my day-to-day tasks in this position I normally utilize Google Workspace, GVoice, GMail, GCalendar, and Ilovepdf app for document conversion, along with the company’s CRM.
Main achievements: My assistance has helped 3 agents increase their commission levels percentage during my time here due to high productivity and more efficient application follow-up.

Golden Compass Group

12.2021 - 01.2024

Company Overview: Insurance agency based in Houston, TX.
Handle the director’s agenda and schedule Zoom meetings.
Fill out online applications and follow up on any requirements that could arise.
Keep client files updated
Conducting some interviews for new agent recruits.
New agent training.
In this position, I would normally utilize Google Workspace, GVoice, GMail, GCalendar, and the Ilovepdf app for document conversion, along with the company’s CRM and Salesforce later on.
Main achievements: While at Golden Compass, the agency started using Salesforce as its CRM, so I successfully migrated all its client information into Salesforce. Wrote a manual for the Director’s Assistant responsibilities before leaving the agency.

Universidad de Monterrey

07.2021 - 12.2021

Company Overview: University based in Monterrey with a broad selection of professional careers.
Guide students through their enrollment process.
Verify all their documentation has been uploaded and the registration fee has been paid.
Attend university expos in other states to promote the university.
Give guided tours through campus for future students and their parents.
In this position, I would utilize Google Workspace, GMail, GCalendar, and the Ilovepdf app for document conversion.
Main achievements: I was able to get the university invited to 2 expos with whom contact had been lost through time.

Teleperformance Call Center

09.2020 - 06.2021

Company Overview: Company in charge of selling satellite internet service to US based clients.
Answer inbound calls from potential clients.
Locate their address on the map and quote the available service in their area.
Close the sale and charge for the service.
In this position, I would use the app five9 for calls and Salesforce as CRM.
Main achievements: I was selected among 35 other agents to oversee the pilot program for sales of the service in Mexico

Canadá Incredible MTY.

02.2019 - 01.2020

Company Overview: The agency specializes in selling language courses abroad.
Welcomed walk-in clients and gave them quotes according to their needs.
Helped the future student with their school enrolment, visas, lodging, travel arrangements, and transportation.
Assisted school representatives whenever they visited our office to meet with parents and students
In this position, I would use the Ilovepdf app for document conversion, the agency’s platform for quoting, and their CRM as well.
Main achievements: I won an internal contest for enrolling the most students for a summer camp to be held in Montreal, Canada.

Colegio Rex and Instituto Canadiense Lenguas Modernas

01.2014 - 01.2016

Company Overview: Private school (Colegio Rex) and language school (ICLM)
Taught from basic to advanced English levels to kids, teenagers, and adults.
Responsible for elaborating the lesson outline and activities.
In this position, the English books were provided to me by the school and as supportive devices, we had a projector in every classroom.
Main achievements: I once was asked to translate a live conference from the Alberta Program Representatives at a Parent-Teacher meeting.