Yadira Chavero
White Settlement ,TX
Summary
Persuasive insurance agent with expertise in assessing client needs, advising on coverage options and monitoring insurance claims. Energetic and communicative professional with 7+ years of experience. Dedicated to developing meaningful client relationships and offering best solutions for coverage.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Administrative Assistant
Rhino Home Care
Round Rock, TX
02.2022 - Current
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Executed record filing system to improve document organization and management.
- Scheduled office meetings and client appointments for staff teams.
- Interacted with vendors, contractors and professional services personnel to receive orders, direct activities and communicate instructions.
- Processed invoices and expenses using QuickBooks to facilitate on-time payment.
Associate Agent
Farmers Insurance Agency
Fort Worth, TX
10.2018 - 02.2022
- Created marketing materials to grow sales of individual products.
- Met with customers to discuss options, provide information and answer concerns.
- Informed clients of policies and procedures.
- Resolved caller issues quickly and thoroughly.
- Obtained client information by answering telephone calls.
- Advised customers about new products and assisted customers in determining best policy product for needs.
- Compiled lists of potential clients to develop and expand book of business.
Office Manager
Amax Insurance
Fort Worth, TX
08.2015 - 10.2018
- Maintained computer and physical filing systems.
- Optimized organizational systems for payment collections, AP/AR, deposits and recordkeeping.
- Established workflow processes, monitored daily productivity and implemented modifications to improve overall performance of personnel.
- Coached new hires on company processes while managing employees to achieve maximum production.
- Evaluated employee records and productivity to complete employee evaluations.
- Developed standard operating procedures for all administrative employees.
Education
Associate of Arts -
Tarrant County College District
Fort Worth, TX05.2015
Skills
- Ease with Computers and Technology
- Strong Organizational Skills
- Multitasking and Time Management
- Database and Client Management Systems
- Multi-Line Telephone Systems
- Document Sorting
- Sales Plan Implementation
- Insurance Customization
- Email Marketing
- Claims Information Gathering
- Policy Renewals
- Professional Relationships
- Insurance Policy Sales
- Policy Feature Explanations
- Asset Protection
- Production Goals
- Property and Casualty Products
- Billing Inquiries
Certification
- Property and Casualty License - 03/18-05/24
- Life - 03/18-05/24
- Accident - 03/18-05/24
- Health and HMO - 03/18-05/24
- Flood Training
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Administrative Assistant
Rhino Home Care
02.2022 - Current
Associate Agent
Farmers Insurance Agency
10.2018 - 02.2022
Office Manager
Amax Insurance
08.2015 - 10.2018
Associate of Arts -
Tarrant County College District
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