Rudi Z. Gutierrez
Del Rio,TX
Summary
Knowledgeable Insurance representative promoting more than 12 years' expertise successfully working for organizations in the insurance market. Goal-oriented insurance professional experienced in marketing and sales of multiple lines of insurance and insurance claims services. Energetic and enthusiastic with demonstrated success in fast-paced and deadline driven environments. Effective at dealing with individuals during stressful and confusing situations to address benefits needs and navigate agency structures. Practiced at working with regulatory limits and department standards to handle requirements via email, letter, telephone calls and in person.
Overview
25
25
years of professional experience
1
1
Certification
Work History
Property and Casualty Insurance Agent/Manager
Zertuche Insurance Agency
Del Rio, TX
03.2012 - Current
- Increased sales through consultative sales approach and focused relationship building with new and existing policy holders.
- Researched and analyzed insurance policies to determine risk factors for clients.
- Analyzed financial data related to premiums paid by customers and identified opportunities for cost savings.
- Negotiated contracts with insurers to secure the most competitive rates for clients.
- Strategized long-term business objectives by assessing customer feedback for direction on process improvements.
- Implemented procedures designed to increase operational efficiency while maintaining compliance standards.
- Collaborated with underwriters to develop customized solutions that met clients' specific requirements.
- Conducted periodic reviews of existing policies to ensure they meet changing client needs.
- Assisted customers in selecting appropriate coverage levels based on their individual needs.
- Provided guidance on best practices for managing risks associated with property and casualty insurance.
- Advised clients on how to minimize losses through proper maintenance of their properties.
- Educated customers about various types of property and casualty insurance products available in the market.
- Performed regular audits of accounts receivable and payable processes related to premium payments.
- Assisted customers in filing claims and resolving disputes with insurance companies.
- Upsold products to policyholders and potential new clients.
- Responded promptly to customer inquiries regarding coverage options, premium costs, claim status.
- Coordinated with other departments such as accounting, legal, or marketing when necessary.
Office Manager
Amistad Communities Foundation
Del Rio, TX
03.2011 - 06.2012
- Organized and maintained executive calendars, scheduled meetings, conferences, travel arrangements, and appointments.
- Prepared agendas for meetings; took minutes during meetings; distributed meeting notes to appropriate personnel.
- Established procedures for maintaining files of all office correspondence, memorandums, agreements, contracts., ensuring easy access when needed.
- Prepared monthly financial statements according to established deadlines.
- Managed director's calendar and prepared meeting agenda and materials.
- Arranged appropriate travel, visas, agendas, necessary contacts and other information for executive travel.
- Created PowerPoint presentations used for diverse business needs.
- Facilitated board meeting agendas and distributed support materials in advance for successful sessions.
- Leveraged word processing software to create proposals, letters and memos.
- Followed proper accounting and bookkeeping procedures to support audits.
- Made travel arrangements to provide executives seamless and travel policy-approved business trips.
- Conducted research and collected and analyzed data to prepare reports and documents.
- Supervised staff members, organized schedules and delegated tasks.
- Coordinated meetings, conferences, travel arrangements and department activities.
- Provided administrative support to management team including preparing reports and presentations.
- Performed general bookkeeping duties such as reconciling bank statements and creating journal entries.
- Reviewed contracts for accuracy prior to signing off on behalf of the company.
- Prepared agendas for board meetings along with taking minutes during sessions.
- Provided training to new hires on office policies and procedures.
- Managed office inventory and placed new supply orders.
- Maintained impeccable office organization to support efficiency, professionalism and performance objectives.
- Administered payroll and maintained proper documentation of employee personnel.
- Managed, scheduled and coordinated office functions and activities for employees.
- Handled scheduling and managed timely and effective allocation of resources and calendars.
- Used judgment and initiative in handling confidential matters and requests.
- Coded and entered daily invoices with in-house accounting software.
- Trained and mentored administrative staff members in company policies, daily task execution and industry best practices.
- Sustained office efficiency by implementing and planning office systems, equipment procurement and layouts.
- Resolved customer inquiries and complaints requiring management-level escalation.
- Recruited and trained new employees to meet job requirements.
- Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
- Reviewed employee performance and provided ongoing feedback and coaching to drive performance improvement.
- Held regular one-on-one meetings with employees to review performance and priorities and provide feedback.
Real Estate Office Manager
The Property Shop Real Estate Firm
Del Rio, TX
01.2009 - 02.2010
- Provided administrative support to the executive team, including scheduling meetings and managing calendars.
- Organized and maintained filing systems for physical and electronic documents, ensuring accuracy and confidentiality of records.
- Assisted with the planning of special events by arranging catering services, securing venues and ordering promotional materials.
- Updated contact lists regularly when changes occur in employee status or contact information.
- Handled confidential documents in an organized fashion according to established protocol.
- Managed database systems containing customer contact information.
- Scheduled appointments, meetings and events for management staff.
- Developed administrative processes to achieve organizational objectives and improve office efficiency.
- Performed data entry tasks into property management software programs; entered tenant information, payments received.
- Answered phone calls from clients; provided them with required information about properties on offer or rental agreements.
- Developed strong relationships with vendors to ensure best prices for products and services needed by the organization.
- Supervised day-to-day activities of junior staff members; trained new employees on company policies and procedures.
- Maintained high referral rates and exceptional feedback from previous clients.
- Established work procedures or schedules to organize daily work of administrative staff.
- Liaised with customers, addressed inquiries, handled meeting requests and answer billing questions to provide outstanding customer care.
Certified Credit & Housing Counselor
Consumer Credit Counseling Services/Division of Money Management International
Del Rio, TX
02.2007 - 07.2009
- Developed individualized action plans for each client, outlining specific steps to help them reduce debt and improve their credit score.
- Provided detailed credit counseling to clients, assessing their financial situation and providing advice on how to manage debt.
- Conducted budgeting workshops for clients with high levels of debt, helping them understand how to better manage their finances.
- Prepared monthly reports summarizing progress made by each client towards achieving their goals.
- Analyzed credit reports and identified potential errors that could be corrected to improve a client's credit score.
- Provided guidance on how best to use available resources such as government assistance programs or nonprofit organizations.
- Explained the advantages and disadvantages of different debt relief options including bankruptcy, consolidation loans, and debt settlement programs.
- Educated clients about the importance of monitoring their credit score regularly and taking proactive measures to protect it from identity theft or fraud.
- Advised clients on effective money management techniques such as creating a budget and setting aside funds for emergency expenses.
- Researched new methods for improving customer service delivery standards within the organization.
- Created debt management plans, spending plans or budgets to assist clients in meeting financial goals.
Administrative Associate - Executive
Migrant Clinicians Network
Austin, TX
04.2006 - 09.2007
- Coordinated special projects at the direction of the Executive Director.Scheduled and coordinated meetings, events and travel arrangements for Executive Director.
- Prepared agendas, presentations and other materials for meetings and events as requested by the Executive Director.
- Produced written correspondence such as memos, letters, forms, contracts upon request from the Executive Director or other senior management staff members.
- Created PowerPoint presentations for executive level meetings and conferences.
- Managed physical and digital files, monitored spreadsheets and updated reports to coordinate project materials.
- Utilized editing programs to proofread content for typo-free emails, memos and documentation.
- Maintained confidential records related to personnel files and organizational policies.
- Answered phone calls and emails from customers, vendors, staff members. on behalf of the Executive Director.
Senior Regional Office Adminstrator
Foresters Financial Services
Austin, TX
01.2004 - 09.2005
- Managed the day-to-day operations of the regional office, including administrative tasks such as filing and scheduling appointments.
- Prepared reports on a regular basis to analyze operational trends within the region.
- Provided guidance and support to junior staff members in the office.
- Coordinated travel arrangements for regional employees attending conferences or training sessions outside of their local area.
- Reviewed documents and obtained additional information to complete accurate paperwork and avoid delays.
- Created memos, letters and other documents, fostering internal and external communication.
- Collaborated with administrative support to oversee calendars and prioritize meetings and appointments.
Employment Counselor
Middle Rio Grande Development Council
Del Rio, TX
03.2002 - 12.2003
- Counseled and advised clients on career development, job search strategies, and other employment related topics.
- Developed workshops and seminars on a variety of employment-related topics including resume writing, interviewing techniques, job searching strategies, networking opportunities and salary negotiation.
- Facilitated group sessions focused on overcoming barriers to successful employment such as communication skills, problem solving skills and conflict resolution techniques.
- Maintained accurate records of client interactions in the agency's database system.
- Coordinated with staff members from other social service agencies to ensure proper referral processes were followed when needed.
- Placed individuals in jobs based on skills, abilities and interests.
Special Projects Business Development Coordinator
Val Verde Regional Medical Center
Del Rio, TX
05.1999 - 06.2001
- Collaborated with stakeholders to identify objectives, scope and timeline for special projects.
- Drafted communications related to special projects including emails, memos, reports and presentations and ensured proper documentation of project life cycle from inception through delivery.
- Tracked milestones throughout the duration of each project ensuring timely completion within budget constraints.
- Conducted market research to identify potential customers.
- Drafted proposal reports on prospective projects to select potential allies, recognize associated risks and calculate possible ROI figures.
- Initiated healthcare-related relationship management, coordinating communications and collaborations to maintain momentum towards medical/ healthcare special project goals.
- Acted as a liaison between internal teams, external vendors and other third parties associated with the project.
Education
Bachelor of Arts - Healthcare Adminstration
Texas State University
San Marcos, TX12.1999
Skills
- Exceptional Customer Service
- Insurance Policy Adjustment/Management Expertise
- Consultative Insurance Sales Techniques
- Customer Needs Assessment
- Carrier Relations
- Database Management
- Multi-Product/Carrier Knowledge
- Deductible Expense Identification
- Email Marketing
- Staff Management
- Customer/Account Retention
- Insurance claims and denial processes
- Insurance and collections procedures
- Personal, casualty and property loss
- Vision and dental insurance
- Understands insurance benefits
- Understanding of insurance details
- Life and health insurance products
- Familiar with commercial and private insurance carriers
- Home and recreational insurance sales
- Team building and development
Certification
- General Lines Tx - Lic Number 1968020
- Limited Lines Tx - Lic Number 1807288
Languages
Spanish
Native/ Bilingual
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
There is a powerful driving force inside every human being that, once unleashed, can make any vision, dream, or desire a reality.
Tony Robbins
Timeline
Property and Casualty Insurance Agent/Manager
Zertuche Insurance Agency
03.2012 - Current
Office Manager
Amistad Communities Foundation
03.2011 - 06.2012
Real Estate Office Manager
The Property Shop Real Estate Firm
01.2009 - 02.2010
Certified Credit & Housing Counselor
Consumer Credit Counseling Services/Division of Money Management International
02.2007 - 07.2009
Administrative Associate - Executive
Migrant Clinicians Network
04.2006 - 09.2007
Senior Regional Office Adminstrator
Foresters Financial Services
01.2004 - 09.2005
Employment Counselor
Middle Rio Grande Development Council
03.2002 - 12.2003
Special Projects Business Development Coordinator
Val Verde Regional Medical Center
05.1999 - 06.2001
Bachelor of Arts - Healthcare Adminstration
Texas State University
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