Experience

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  New york life insurance company - ralph b nava

  Aug 1996 - Oct 2001

  Office manager

  Handled and resolved customer issued with existing policy holders. Created and maintained all client records for money wrap accounts, fee based financial planning and securities. Maintained records using quicken to record all agency income expenses include filing appropriate quarterly and semi-annual tax reports.

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  Daniel's insurance agency

  Oct 2001 - Sept 2002

  Customer service representative

  Worked with Employee Benefits department. Handles and resolved customer service issues. Prepared customer proposal and presentation packets. Maintained and tracked customer data and sales information including specialized forms.

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  Dynamic concepts

  Sept 2002 - Sept 2005

  Technician

  Completed on site an offsite precision cleaning assembly and maintenance of parts in a clean room environment. Provided administrative support, tracking job status, purchase orders and shipping information.

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  Hub international insurance services

  Sept 2005 - Sept 2013

  Customer service specialist, cisr

  A licensed Insurance Agent working in commercial lines. I specialize in Transportation risks and select accounts including small businesses. I work closely with our insureds, answering questions, handling any day to day transactions, reviewing coverage's, recommending coverage's and maintaining their current policies.

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  Hub international

  Sept 2013 - now

  Lead the development and growth of a successful personal lines department inseven locations spanning across New Mexico and Arizona. Develop and provide staff with procedural training to ensure high levels of customer service.Collaborate with carriers to develop strong relationships and training to enhance knowledge of staff. Utilize and develop tools and collateral used to maintain high quality practices ofdepartment. Consultant to prospective and current clients utilizing current and evolving market trends to analyze individual risks and develop solutions. Show less I have the great opportunity to help individuals and families protect what they have worked hard to get in life. We have solutions for all your personal insurance needs and represent the top carriers in the industry. With my top goal to make sure you are properly covered and to make sure you understand your coverage. Securing outside sales to grow a Personal Insurance book of business with aleading independent agency.Manage and maintain existing clientele while reviewing and seeking additionalcross sale opportunities.Consultant to prospective and current clients utilizing current and evolving market trends and products to address concerns.Analyze individual risks and developing solutions to secure proper coverage tomitigate personal risk.Developing and creating relationships with prospective clients. Marketing, presenting and highlighting Carrier products to professional organizations in New Mexico. Show less

  • Vice President of Personal Insurance

    Jan 2019 - now

  • Private Client Advisor - Personal Insurance

    Sept 2013 - Dec 2018
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  Toastmasters district 23

  Jul 2017 - Jul 2018

  Area director district b divison 23

  Helping local business men and women to reach their professional goals one speech at a time. To get in touch with a local club please reach out and I would be happy to help find the perfect fit.