Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Pedro Castaneda

Georgetown,TX

Summary

Enthusiastic insurance professional with 20+ years of experience building relationships, managing projects, excellent decision making skills, solid organizational skills and exemplary customer service skills. Trained as adjuster, licensed in 19 states, speak Spanish fluently, clean driving record and served in the armed forces. Looking for the opportunity to use these tools and experience to assist clients in time of need. Analytical problem-solver with excellent communication skills. Qualified Claims Representative versed in investigating claims, verifying information and managing settlements. Friendly and upbeat team player with organized and disciplined approach. Offering 20+ years of insurance experience. Experienced insurance Specialist successful at managing high caseloads in fast-paced environments. Organized, driven and adaptable with excellent planning and problem-solving abilities.

Overview

21
21
years of professional experience

Work History

Volunteer Coach

Marbridge Foundation
02.2006 - Current
  • Coaching adults with a wide range of cognitive disabilities, in sports like football, basketball, softball, track & field, golf & swimming.
  • Prepare teams for Special Olympic competitions throughout the state of Texas.
  • Gained leadership, empathy, patience and perseverance by interacting with team members.
  • Learned about overcoming obstacles, collaborating, communication and determination.

Self-employed

Pedro Castaneda
06.2023 - Current

Scope homes or businesses providing photos & documentation for insurance carriers for ability to underwrite risk appropriately. Trimmed trees, removed debris, cleaned out gutters, cleaned out and reorganized garages or storage locations. Hauled shrubs & limbs to dump for

  • Worked flexible hours across night, weekend, and holiday shifts.
  • Managed time efficiently in order to complete all tasks within deadlines.
  • Passionate about learning and committed to continual improvement.
  • Developed and maintained courteous and effective working relationships.

Insurance Claims Representative

Hippo Insurance
02.2022 - 09.2022
  • Followed up with customers on unresolved issues.
  • Researched and analyzed complex claims to determine next steps and possible outcomes.
  • Monitored and managed claim expenses to control costs and maximize profitability.
  • Collaborated with adjusters and other professionals for comprehensive claim evaluations and accurate estimates.
  • Negotiated fair settlements with clients and third parties, maintaining positive client relationships.
  • Provided exceptional customer service to policyholders, addressing concerns and answering questions throughout the claims process.
  • Updated claims system to track claim status and provide relevant information to claimants.

Field Marketing Representative

RT Specialty
06.2020 - 02.2022
  • Developed strong professional networks within the industry, fostering beneficial partnerships that furthered company objectives.
  • Strengthened relationships with existing clients, providing exceptional customer service and follow-up communications.
  • Measured success of field marketing initiatives using data-driven analyses, refining tactics based on key performance indicators.
  • Collaborated closely with cross-functional teams including sales, operations, finance departments to ensure seamless execution of all field marketing efforts.
  • Used strong analytical and problem-solving skills to develop effective solutions for challenging situations.

Personal Lines Underwriter

ASL/RT Specialty
06.2017 - 06.2020
  • Implemented effective risk mitigation strategies, reducing exposure to potential losses while maintaining a balanced portfolio.
  • Acted as a liaison between underwriting and sales departments, fostering strong communication channels to facilitate seamless policy issuance.
  • Developed strong relationships with agents and brokers to facilitate smooth communication and quick resolution of issues.
  • Effectively managed multiple accounts simultaneously, ensuring prompt attention to each client''s specific requirements.
  • Answered customer questions via telephone, email, and web chats.
  • Excellent communication skills, both verbal and written.

Marketing Sales Representative

Select Insurance Markets
02.2016 - 06.2017
  • Develop a plan to find, meet and close agents meeting agency criteria for preferred business.
  • Leveraged data-driven insights from market research to inform decision-making during client presentations.
  • Engaged in friendly conversation with customer to better uncover individual needs.
  • Conducted product demonstrations to educate customers on features, benefits, and competitive advantages.
  • Listened to customer needs and desires to identify and recommend optimal products.
  • Generated new leads through networking and attending industry events.

Sales Supervisor

Superior Access Insurance Services
11.2011 - 02.2016
  • Provided leadership, guidance and direction to sales team members, offering assistance with any need at any time.
  • Effectively coached team members to reach weekly and monthly sales goals.
  • Developed strong relationships with key clients, resulting in repeat business and increased revenue.
  • Facilitated regular team meetings to discuss challenges, successes and strategies.
  • Collaborated with other departments to ensure seamless communication and smooth workflow across teams.
  • Developed and implemented strategies to increase sales and improve customer service.

Agency Manager

Nationwide Insurance
06.2010 - 11.2011
  • Marketing and sales of multiple carriers and products to canvas all possible client needs
  • Market products to dealerships, Apartment Complexes and Contractor businesses to promote sales.
  • Handled problematic customers and clients to assist lower-level employees and maintain excellent customer service.
  • Facilitated open communication channels within the agency environment that promoted collaboration towards shared goals among staff members.
  • Managed time efficiently in order to complete all tasks within deadlines.
  • Worked well in a team setting, providing support and guidance.

Agency Sales Manager

Direct Auto Insurance
09.2006 - 06.2010
  • Sales and Service of automobile and life insurance products
  • Achieved sales goals and service targets by cultivating and securing new customer relationships.
  • Increased agency sales by implementing innovative marketing strategies and fostering strong client relationships.
  • Exceeded revenue goals through proactive sales tactics, targeted marketing efforts, and exceptional customer service skills.
  • Managed a team of sales representatives, providing training and guidance to optimize performance and reach sales targets.
  • Strengthened communication skills through regular interactions with others.

Territory Sales Manager

Family Heritage Insurance
11.2005 - 09.2006
  • Sold Life, Health, Accident, Cancer products to businesses and individuals
  • Prospecting territories for potential clients with door-to-door marketing and follow-up.
  • Compiled and analyzed data to determine approaches to improve sales and performance.
  • Targeted prospects in territory through careful research of competitor products, services, and trends.
  • Set ambitious yet achievable sales targets for the territory; through continued learning, implementation of best practices ongoing persistence towards goal attainment.

Sales/Service Call Center Manager

Progressive Insurance
04.2003 - 10.2005
  • Manages a team of customer service representatives, focusing on the vision, mission and business goals while achieving work objectives
  • Plan for possible outcomes by prioritizing, planning and organizing team focus.
  • Analyzed customer feedback to identify improvement opportunities and develop action plans.
  • Established a positive workplace culture that promoted enthusiasm, dedication, and commitment among call center staff members.
  • Collected and analyzed call center statistics, sales rates, costs, and customer service metrics.
  • Provided real-time coaching, guidance and feedback to customer service agents to achieve development goals.
  • Trained team members on performance metrics and consumer behavior identification.
  • Led weekly team meetings to review performance, set targets and motivate staff.

Education

High School Diploma -

Georgetown High School
Georgetown, TX

No Degree - Business Administration And Management

North Texas State University
Denton, Texas

Skills

  • Adjuster licensed in 19 states
  • Xactimate Training
  • Fluent Spanish
  • P&C/L&H licenses
  • Relationship building
  • Critical Thinking
  • Underwriting Knowledge
  • Negotiation and mediation
  • Customer service experience
  • Salesforce
  • Microsoft Office Suite
  • Time Management
  • Team Collaboration
  • Conflict Resolution

Languages

Spanish
Native or Bilingual

Timeline

Self-employed

Pedro Castaneda
06.2023 - Current

Insurance Claims Representative

Hippo Insurance
02.2022 - 09.2022

Field Marketing Representative

RT Specialty
06.2020 - 02.2022

Personal Lines Underwriter

ASL/RT Specialty
06.2017 - 06.2020

Marketing Sales Representative

Select Insurance Markets
02.2016 - 06.2017

Sales Supervisor

Superior Access Insurance Services
11.2011 - 02.2016

Agency Manager

Nationwide Insurance
06.2010 - 11.2011

Agency Sales Manager

Direct Auto Insurance
09.2006 - 06.2010

Volunteer Coach

Marbridge Foundation
02.2006 - Current

Territory Sales Manager

Family Heritage Insurance
11.2005 - 09.2006

Sales/Service Call Center Manager

Progressive Insurance
04.2003 - 10.2005

High School Diploma -

Georgetown High School

No Degree - Business Administration And Management

North Texas State University
Pedro Castaneda