Yadira Galindo
Port Lavaca,TX
Summary
Enthusiastic and influential insurance agent with solid background in data entry, organized and hard-working successful at managing multiple priorities with outstanding telephone and documentation skills. Works effectively passionately with a positive attitude, always willingly to take on added responsibilities to meet goals. Ready to pursue new professional challenge and career advancement with a highly motivated company.
Overview
25
25
years of professional experience
Work History
Insurance Sales Agent
Farmers Insurance
Victoria, Texas
11.2020 - Current
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.
- Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
- Quoted and calculated premium rates for policies, using rate book, state estimator and calculator.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Reviewed policy applications for errors and liaised with underwriters to facilitate quick completion of application process
- Collected premiums on or before effective date of coverage
- Sold auto, home, life and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals
PEIMS Clerk /Bus Driver
CCISD
Port Lavaca, Texas
10.2000 - 10.2020
- Corrected data entry errors to prevent later issues with TEA policy and regulations
- Accurately handled data entry for 800 students into company-based software.
- Scanned documents and saved in database to keep records of essential organizational information.
- Coded and processed applications into required electronic formats
- Managed documents by organizing forms, making photocopies, filing records, preparing correspondence and creating reports.
- Maintained Texas driver's license to enable legal operation of school buses for student transport, field trips and other purposes.
- Followed established routes with aid from maps and GPS-equipped devices to safely navigate high-traffic areas and adhere to preset schedules.
- Adhered to scheduled routes and accomplished timely drop-offs and pick-ups to comply with preset route criteria.
- Scanned documents and saved in database to keep records of essential organizational information
Assistant Department Manager
HEB Grocery Store
Victoria , TX
02.2011 - 04.2014
- Arranged sales incentives with store management and vendor representatives to reward deserving team members for exceeding expectations.
- Worked actively with management team to create daily and weekly sales plans based on weekly sales trends.
- Analyzed and interpreted store trends to facilitate planning.
- Kept employee workloads fair and balanced to achieve objectives while maintaining high job satisfaction.
- Managed inventory and receiving operations to maintain optimal stock levels and meet expected demands.
- Participated in continuous improvement by generating suggestions, engaging in problem-solving activities to support teamwork
- Monitored company inventory to keep stock levels and databases updated
- Developed and implemented plans to maximize sales and meet or exceed goals and objectives
- Worked actively with management team to create daily and weekly sales plans based on weekly sales trends
Education
Business Retail Management -
SORM
Corpus Christi, TX01.2014
High School Diploma -
Calhoun High School
Port Lavaca, TX05.1993
Skills
- Microsoft Excel
- Time Management
- Verbal and Written Communication
- Records Maintenance
- Professional phone etiquette
- Critical Thinking
- Data Entry
- HIPAA Compliance
- Billing Inquiries
- Property and Casualty Insurance Sales
- Excellent Communication Skills
- Spreadsheet
- Bilingual
Timeline
Insurance Sales Agent
Farmers Insurance
11.2020 - Current
Assistant Department Manager
HEB Grocery Store
02.2011 - 04.2014
PEIMS Clerk /Bus Driver
CCISD
10.2000 - 10.2020
Business Retail Management -
SORM
High School Diploma -
Calhoun High School
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