Teresa Anaya-Haynes
Yakima,WA
Summary
Highly motivated professional with several years of entrepreneurial and management experience. Skillfully creates and maintains professional and loyal relationships with co-workers, staff and clients while managing administrative and sales employees. Comfortable working independently as manager and leader and as collaborative team member. Applies business acumen and experience and exercises decisive judgment to meet and exceed organizational goals.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Agency Business Owner
Anaya Insurance and Financial Services
Yakima, WA
08.2015 - 02.2023
- Agency owner Auto, Home, Life, Business and Financial services
- Ran own office with one staff person
- Customer Service, sales, quoting and making recommendations for prospective insurance customers
- Currently Fully licensed in property casualty, life, disability, Series 6 & 63
Alliant Communications
Yakima, WA
02.2014 - 12.2015
- Work Business to Business providing profitability and a competitive advantage
- Educating clients on solutions that help offices run better, improve processes and grow their business
- Specializing in solutions with technology, creating a return on investment and an analysis of their current spending, with the goal of handling all aspects of their business
Business Development Specialist
Service Master Restore
Union Gap, WA
03.2013 - 02.2014
- Job Responsibilities: Market and build relationships with insurance agents and local business by visiting their offices on a regular schedule
- Keeping agents updated on current losses we are working on for their insureds, answer any questions they may have on the services being provided
- Teach Continuing education classes to insurance agents, a free class offered to agents about four times a year
- Creating brand awareness of Service Master disaster restoration services in the community
Licensed Sales Associate
Farmers Insurance
Yakima, WA
04.2009 - 03.2013
- Job Responsibilities: Customer service and sales of Auto, Home, and Financial services.Assist clients with questions regarding policies, billing, and changes
- Provide quotes, recommendations and general insurance information to prospective customers
Education
Toppenish High School
01.1990
Skills
- Insurance Sales
- CRM Software
- Restoration Industry Experience
- Water Damage Restoration
- Restoration
- Financial Services
- Sales Management
- Account Management
- Outside Sales
- Management
- Banking
- Salesforce
- B2B Sales
- Relationship Management
- Upselling
- Business Development
- Telemarketing
- Computer skills
- Sales
- Inside Sales
- Customer Service
- Attention to Detail
Certification
- Property and Casualty License, 05/01/06, 05/01/22, Personal lines insurance, home and auto, life and business insurance.
- Insurance Producer License
Additional Information
I am also a financial services representative, I have my series 6 and 63 licenses. Starting studies for the series 66.
Personal Information
Title: Agency Business Owner - Anaya Insurance and Financial Services
References
References available upon request.
Timeline
Agency Business Owner
Anaya Insurance and Financial Services
08.2015 - 02.2023
Alliant Communications
02.2014 - 12.2015
Business Development Specialist
Service Master Restore
03.2013 - 02.2014
Licensed Sales Associate
Farmers Insurance
04.2009 - 03.2013
Toppenish High School
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