Yolanda Haro
Los Angeles,CA
Summary
Results-driven Client Service Director with forward-thinking approach centered on company success and competitive growth. Demonstrated record of success in building successful teams and managing profitable operations.
Overview
21
21
years of professional experience
Work History
Vice President- Commercial Lines
HUB International Insurance Services
10.2016 - Current
- Demonstrate proficient leadership skills to motivate employees and build competent teams.
- Hire and manage employees to maximize productivity while training staff on best practices and protocols.
- Identify opportunities to improve business process flows and productivity.
- Collaborate with senior management to develop strategic initiatives and long term goals.
- Clarify roles, responsibilities and expectations of staff.
- Establish performance goals for department and outlined processes for achievement.
- Identify and resolve issues between employees, promoting better collaboration and mutual respect.
- Monitor industry trends, keeping current on latest changes and competition in industry.
- Establish performance goals for department and provided methods for reaching milestones.
- Mitigate regulatory risks by overseeing adherence to insurance and safety regulations.
- Collaborate with other managers to improve the overall operations of the organization.
Insurance Producer
Tri County Insurance Services
04.2003 - 09.2016
- Provided detailed information about company insurance products.
- Set up policies and completed all documentation.
- Adhered to all regulations for insurance sales.
- Worked in high-volume, competitive sales environment.
- Provided information on features, policies and relative advantages to promote insurance packages.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Maintained high standards of customer service by building relationships with clients.
- Identified potential risks in client businesses and recommended appropriate insurance coverage.
- Obtained underwriting approval by completing application for coverage.
Education
Associate of Science - General
Los Angeles Pierce College Woodland Hills
Woodland Hills, CA05.2020
Skills
CA Property and Casualty License
CLCS Designation
Proficient with Microsoft Office Suite
Detail-oriented self-starter
Strong leadership, mentoring, and team building skills
Excellent organizational skills and ability to prioritize and delegate responsibility
Proficient in Epic and AMS360
Affiliations
IBA-SFV Executive Director
Timeline
Vice President- Commercial Lines
HUB International Insurance Services
10.2016 - Current
Insurance Producer
Tri County Insurance Services
04.2003 - 09.2016
Associate of Science - General
Los Angeles Pierce College Woodland Hills
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