Zachariah Yznaga
Topeka,KS
Summary
Dynamic and results-driven professional with extensive experience in the Independent Marketing Organization (IMO) sector. Proven track record in developing and nurturing strong relationships with agents, enhancing their business growth through targeted training and comprehensive support. Expertise in collaborating with insurance carriers to optimize product offerings, ensuring agents have access to competitive solutions. Strong communicator with a passion for empowering agents and fostering sustainable growth in the financial services industry.
Overview
11
11
years of professional experience
Work History
Talent Acquisition Specialist
Magellan Financial & Insurance Services
07.2023 - 10.2024
- Evaluated resumes, interviewed, and presented qualified candidates to hiring managers and owners of independent financial firms.
- Developed and maintained applicant tracking system, tracking all job openings, applicants and interviewing activity.
- Conducted telephone and in-person interviews to assess candidate experience and qualifications.
- Identified and recruited top talent aligned with core values and business goals in the financial services sector.
- Assessed candidates for cultural fit and growth potential, ensuring selection of individuals who contribute to long-term success.
Account Service Representative III
Zinnia
09.2015 - 07.2023
- Answer incoming calls received from clients and financial advisers; provide general customer service support
- Proficient using front end systems including MCS (agent sales entity), Lifecad (Accenture), PeopleSoft, Salesforce, and Orion
- Responsible for conducting all research necessary to resolve escalated cases for agents and clients
- Identified repetitive processing and system errors and worked with operations staff to improve performance
- Main point of contact for national account managers, back office, and internal staff surrounding agent licensing, appointment, and commissions
Senior Bank Teller
Bank of America Merrill Lynch
10.2013 - 08.2015
- Delivered exceptional customer service during high-volume periods, effectively managing wait times and workloads.
- Maintained a balanced cash drawer with meticulous attention to detail, ensuring accuracy in all transactions.
- Played a key role in achieving consistently high audit scores by adhering to strict compliance policies and procedures.
- Maintained a thorough understanding of bank products, services, and regulations, ensuring the ability to provide knowledgeable guidance to customers.
Education
Bachelor of Arts - History Education
Washburn University of Topeka
Topeka, KS05.2014
Skills
- Applicant Tracking Systems
- Data-driven decision-making
- Recruitment planning
- Cold-calling
- Candidate Sourcing
Affiliations
- Meals on Wheels of Northeast Kansas
- Big Brother/Big Sister Program of Kansas
Timeline
Talent Acquisition Specialist
Magellan Financial & Insurance Services
07.2023 - 10.2024
Account Service Representative III
Zinnia
09.2015 - 07.2023
Senior Bank Teller
Bank of America Merrill Lynch
10.2013 - 08.2015
Bachelor of Arts - History Education
Washburn University of Topeka
Similar Profiles
ANTHONY J. GRIFFITHANTHONY J. GRIFFITH
Insurance Producer at State Farm Insurance, Alleyne Insurance and Financial ServicesInsurance Producer at State Farm Insurance, Alleyne Insurance and Financial Services
Kelly PullenKelly Pullen
Associate Insurance Advisor at Harpe Insurance and Financial Services – Cooperators Insurance Group of CanadaAssociate Insurance Advisor at Harpe Insurance and Financial Services – Cooperators Insurance Group of Canada
Jibin Jiji Mathew, QAFP, RISJibin Jiji Mathew, QAFP, RIS
Financial Services Representative at Chad Dreise Insurance & Financial Services Inc. (A Desjardins Insurance Agent)Financial Services Representative at Chad Dreise Insurance & Financial Services Inc. (A Desjardins Insurance Agent)