YVETTE N. RUIZ
San Antonio
Summary
Dynamic and customer-focused professional in the Insurance and Financial Services sector with over 15 years of experience in delivering exceptional client service, managing complex policy administration, and providing comprehensive annuity support. Proven expertise in training and mentoring team members while adeptly resolving intricate inquiries with precision and empathy. A commitment to fostering strong client relationships and enhancing operational efficiency drives a passion for continuous improvement in service delivery. Recognized for a proactive approach to problem-solving and dedication to achieving client satisfaction.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Senior Service Specialist
Talcott Resolution
San Antonio, TX
06.2018 - Current
- Coordinated and addressed 40–50 customer interactions each day, focusing on effective communication and support.
- Oversaw comprehensive processing of annuity claims, including detailed beneficiary updates and resolution of intricate transactions.
- Developed and delivered targeted training sessions to ensure effective onboarding of cognizant associates.
- Facilitated resolution of escalated calls, leveraging extensive experience as an ABS-Index representative to support customer retention efforts.
Customer Service & Sales Representative
The Hartford
San Antonio, TX
10.2014 - 06.2018
- Processed more than 30 inbound calls each day, addressing customer needs and providing timely assistance.
- Evaluated client needs and executed property and casualty insurance recommendations, quotes, and policy issuance.
- Monitored and improved customer service interactions to ensure high-quality sales outcomes.
Sales Agent & Office Manager
Professional Insurance Group
San Antonio, TX
06.2014 - 10.2014
- Managed daily agency operations and marketing initiatives.
- Sold and cross-sold auto, home, and business insurance policies.
- Trained staff on EZLynx rating system and sales presentations.
Producer/Insurance Agency Owner
Yvette N Ruiz Insurance Agency
San Antonio, TX
07.2008 - 06.2014
- Developed and managed comprehensive project timelines to ensure timely completion of insurance campaigns.
- Collaborated with cross-functional teams to enhance client communication strategies and improve customer satisfaction.
- Oversaw production workflows, optimizing resource allocation for maximum efficiency in project execution.
- Implemented quality control measures to ensure compliance with industry regulations and standards across all projects.
- Administered business functions encompassing employee hiring, payroll administration, staff training, and marketing efforts to drive organizational success.
Financial Foundations Specialist
USAA
San Antonio, TX
07.2010 - 06.2014
- Developed and implemented comprehensive financial guidance and product training programs for member support.
- Analyzed market trends and implemented targeted sales strategies to optimize property and casualty sales performance.
- Resolved billing inquiries promptly, ensuring a seamless and efficient customer service experience.
- Gained expertise in flood and auto insurance policies through targeted training initiatives.
Education
High School Diploma -
Alamo Heights High School
Alamo Heights, TXSkills
- Exceptional customer service
- Insurance & Annuity Servicing
- Training, Coaching & Mentoring
- Claims & Policy Administration
- High-Volume Call Management
- Quality Assurance & Compliance
- De-escalation & Problem Resolution
Certification
- Property & Casualty 12/03/2007 – 09/30/2020
- Life, Acc, Health & HMO 06/05/2008 – 09/30/2020
Timeline
Senior Service Specialist
Talcott Resolution
06.2018 - Current
Customer Service & Sales Representative
The Hartford
10.2014 - 06.2018
Sales Agent & Office Manager
Professional Insurance Group
06.2014 - 10.2014
Financial Foundations Specialist
USAA
07.2010 - 06.2014
Producer/Insurance Agency Owner
Yvette N Ruiz Insurance Agency
07.2008 - 06.2014
High School Diploma -
Alamo Heights High School