Mikyla Cano
San Antonio,TX
Summary
Insurance industry professional experienced in analyzing documentation, liaising between parties and handling both routine and complex issues each day . Energetic and enthusiastic with demonstrated success in fast-paced and deadline driven environments. Collects and analyzes data, provide cost-effective solutions and meet the needs of clients by recommending suitable insurance products to provide financial security.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Service Coach
Goosehead Insurance Agency
San Antonio , TX
10.2022 - Current
- Identified areas of improvement within the team's workflow processes and implemented corrective actions accordingly.
- Created monthly reports detailing team progress and results.
- Established KPIs for each member of the team to measure performance against targets set by management.
- Analyzed data from customer surveys to identify opportunities for improvement in customer experience.
- Recruited, trained, and evaluated new team members for effectiveness in their roles.
- Developed training materials for new staff members on various aspects related to insurance products and services.
- Ensured compliance with company policies and procedures as well as applicable state regulations.
- Provided guidance and mentorship to team members on insurance related topics.
Associate Banker
JPMorgan Chase
San Antonio , TX
03.2017 - 10.2022
- Cross-sold banking services such as credit cards, insurance policies.
- Assisted in training new employees as needed.
- Maintained accurate records of all customer accounts and transactions.
- Ensured compliance with banking regulations and procedures in daily operations.
- Conducted financial transactions such as deposits, withdrawals, transfers, loan payments and cashier checks.
- Developed detailed knowledge of products offered by the bank including deposit accounts, investments, loans.
- Participated in team meetings to discuss performance metrics and strategies for improvement.
Education
High School Diploma -
Texas A&M University - San Antonio, TX
San Antonio, TXSkills
- Coaching and training
- New Hire Training
- Attention to Detail
- Orientation and Onboarding
- Critical Thinking
- Adaptability and Flexibility
- Business Needs Analysis
- Leadership Development
Certification
- Property and Casualty Insurance License
- Microsoft Excel Certification
Accomplishments
- Collaborated with a project management team within Goosehead to restructure service knowledge articles.
References
References available upon request.
Timeline
Service Coach
Goosehead Insurance Agency
10.2022 - Current
Associate Banker
JPMorgan Chase
03.2017 - 10.2022
High School Diploma -
Texas A&M University - San Antonio, TX
- Property and Casualty Insurance License
- Microsoft Excel Certification
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