Yadira Rueda
Dallas,TX
Summary
Excellent communicator and dependable team player with strong understanding of insurance industry. Adept at building relationships with clients, brokers and other stakeholders while delivering outstanding service. Highly organized and detail-oriented with strong ability to identify potential risks and develop solutions.
Overview
7
7
years of professional experience
Work History
Insurance Agent
Ai United Insurance
2025.06 - 2026.01
- Assisted clients in understanding insurance options and coverage details.
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Developed knowledge of policy terms and conditions to provide accurate information.
2023.02 - 2025.06
- Supported claims processing by gathering necessary documentation from clients.
- Maintained client records in management systems for efficient access and updates.
- Engaged in ongoing training to enhance product knowledge and sales techniques.
- Collaborated with senior agents to learn best practices in customer service.
Lead Teller
Envios Y Mas
2019.01 - 2023.02
- Supervised daily operations, ensuring compliance with banking regulations and internal policies.
- Mentored and trained junior tellers in customer service excellence and operational procedures.
- Streamlined cash handling processes, enhancing efficiency and accuracy in transactions.
- Resolved customer inquiries effectively, improving satisfaction through timely solutions.
Education
GED -
Stroman High School
Victoria, TXSkills
Customer service
Licensed insurance agent
Professionalism and ethics
Quotes and sales
Languages
Spanish
Full Professional
Timeline
Insurance Agent
Ai United Insurance
2025.06 - 2026.01
2023.02 - 2025.06
Lead Teller
Envios Y Mas
2019.01 - 2023.02
GED -
Stroman High School