Rachel Yohe
San Antonio
Summary
Detail-oriented Account Associate experienced in managing accounts, analyzing data, and enhancing customer service levels. Delivered impactful results through effective conflict resolution and strong organizational skills in high-volume environments. Committed to contributing positively to business operations and adapting to dynamic challenges.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Insurance Producer
Farmers
San Antonio
10.2025 - Current
- Facilitated client consultations to evaluate and determine appropriate insurance coverage.
- Designed customized insurance policies aligned with specific client needs.
- Educated clients on coverage options and policy details.
- Built and maintained strong relationships with clients and prospects.
- Managed renewals and policy modifications for existing clients.
- Advised clients on industry standards, legal requirements, and best practices in the field of insurance.
- Collaborated with underwriters to ensure policy accuracy and compliance.
- Prepared accurate quotes for prospective clients based on their individual needs.
- Assisted with the underwriting process by gathering necessary documents from applicants.
- Prospected new clients through cold-calling and targeted networking efforts.
- Developed and implemented marketing plans to increase client base.
- Generated leads through referrals, online campaigns, mailers.
- Utilized CRM systems to track client interactions and follow-ups.
- Provided customer service by responding to inquiries, resolving complaints, and processing policy changes.
- Followed up with existing customers to ensure satisfaction and renewals of policies.
- Operated in fast-paced and driven sales environment.
- Utilized various software programs to manage accounts efficiently.
- Wrote policies, finalized documents, and filed paperwork.
- Updated customer profiles with current information regarding contact details or policy changes.
- Maintained up-to-date knowledge of relevant laws and regulations governing the sale of insurance products.
Account Associate
State farm
San Antonio
08.2024 - Current
Licensed P&C Agent
Trutela Insurance
San Antonio
11.2022 - Current
- Delivered customer service in a fast-paced environment, addressed inquiries and resolved issues.
- Managed client relationships to ensure satisfaction and retention.
- Processed insurance applications and maintained accurate client records.
- Conducted policy reviews to assess coverage needs and recommend adjustments.
Education
Business - Some college
Blinn
Brenham, TXHigh school diploma or GED -
Giddings High School
Giddings, TXSkills
- Insurance sales
- Sales
- Solution selling approach
- Value-based selling
- Needs-based sales
- Consultative selling
- Sales strategies
- Sales operations management
- Customer loyalty strategies
- Client relationship management
- Customer communication
- Customer service
- Customer support
- Prospecting
- Interviewing
- Employee onboarding
- Recruiting
- HR management
- HR Sourcing
- Compliance
- Regulatory compliance
- Insurance regulations
- Insurance knowledge
- Insurance certifications
- Policy structuring
- Policy delivery
- Risk assessment
- Data analysis
- Microsoft Excel
- Microsoft Word
- Microsoft Powerpoint
- Microsoft Access
- Microsoft Office
- SharePoint
- CRM software
- CRM tracking
- Organizational skills
- Time management
- Multitasking
- Task prioritization methods
- Adaptability
- Team collaboration
- Communication skills
- Interpersonal skills
- Leadership
- Performance Management
- Task prioritization methods
- Research
- Epic
- Computer skills
- Research
- Performance Management
- CRM tracking
- Task prioritization methods
- Epic
Certification
- CISR, Present
- Insurance Producer License, 03/01/23
- Life & Health Insurance License, 03/01/24, 06/01/26
- Property & Casualty License, 03/01/24, 06/01/26
- Life & health license, 03/01/24, 06/01/26
Additional Information - Work Authorization
Authorized to work in the US for any employer
Timeline
Insurance Producer
Farmers
10.2025 - Current
Account Associate
State farm
08.2024 - Current
Licensed P&C Agent
Trutela Insurance
11.2022 - Current
Business - Some college
Blinn
High school diploma or GED -
Giddings High School