Javier Zavala, ARe

Javier Zavala, ARe

Sales Associate

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location of Javier Zavala, AReChicago, Illinois, United States

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  • Timeline

  • About me

    Property Treaty Underwriter

  • Education

    • Katie School of Insurance Leadership Program

      2007 - 2007
      Certificate of Completion Extra-curricular Leadership Development

      Related Course Work:Math: Calculus II & III, Linear Algebra, Applied Probability and Statistics, Theory of Interest, and others.Business: Microeconomics Theory, Introduction to Risk and Ins.,

    • Lincoln College

      2001 - 2003
      Associates in Arts
    • Iroquois West

      1994 - 1999
    • Illinois State University

      2003 - 2008
      BS Actuarial Science
    • Illinois State University

      2003 - 2008
      Bachelor Mathematics

      Activities and Societies: Actuarial Club, Gamma Iota Sigma

  • Experience

    • Menards

      Jun 2003 - May 2008
      Sales Associate

      Employee of the Month, June 2003Product sales with product knowledge and guest service, with various compliments and written praises.Multi-task by creating marketable product displays, assisting, motivating, & training new team members, and other projects.

    • Katie School of Insurance

      Jan 2006 - May 2008
      Student Assistant to the Director

       Supported demonstrations and created speaker’s material for Insurance Operation course. Participated in launching and maintaining Katie School of Insurance website. Created PowerPoint presentations, Excel spreadsheets and Word documents for Insurance department. Developed the Katie School of Insurance Library by organizing insurance related literature, audio and video media, as well as, creating an Access database to record all available material.

    • Chubb Group of Insurance Companies

      May 2008 - Jul 2010
      Personal Lines Underwriter

       Provided informative assessments for high wealth individuals regarding Chubb’s coverage and service. Maintained a diverse book of business and abided by underwriting guidelines within WI, IL, MI, and IA. Analyzed various risks to provide decisions for overall growth and profitability within the book of business. Presented webcasts to assist agents in developing their knowledge to become better advocates for Chubb. Exercised strong communication skills to effectively deliver both positive and negative decisions to agents. Fostered strong working relationships with agents and brokers. Developed training material for fellow underwriters on products, services, and marketing. Show less

    • Bull & Bear

      Feb 2009 - Jul 2010
      Host/Security
    • Bull & Bear

      Sept 2011 - Sept 2013

       Led up to 23 employees to ensure every visit was positive for our customers. This involved ensuring customer service skills, employees’ attitude, and aesthetics are up to standards. Upheld sales and marketing expectations for staff; negotiated party change requests and table reservations.  Problem-solved unexpected dilemmas with minimal effect on the business organization and revenue.  Monitored and met operational goals including: Sales, Costs, Labor, and R&M.. Interviewed, trained, and scheduled bartenders and servers. Developed and maintained relationships with guests of various backgrounds and interests to consistently meet or exceed expectations and requests. Show less  Assessed potential liability and security risks while retaining profitable customers and parties. Ensured proper fire codes and regulations were upheld by ensuring attendance remained within capacity, exits were clear and accessible, and fire extinguishers were appropriately placed. Scheduled, trained, motivated and communicated to security to ensure safety of customers and team members alike while supporting an overall entertaining atmosphere. Recruited and conducted interviews of potentially new security candidates. Show less

      • Manager

        Jul 2012 - Sept 2013
      • Security Manager

        Sept 2011 - Dec 2012
    • Oak Street Beach Food + Drink

      May 2014 - Sept 2014
      Manager
    • Levy Restaurants

      May 2014 - Oct 2015
      Floor Manager
    • River Roast Chicago

      Sept 2014 - Oct 2015

       Assist in improving closing protocols for all FOH positions and management. Complete effective and efficient beverage inventory bi-monthly to properly monitor beverage costs. Monitor to meet operational goals including: Sales, Costs, Labor, and R&M. Improve development and training materials; including side work sheets, training manuals, product information sheets, floor plan. Advance preparation for all shifts with floor plan assignments, pre-shift notes, necessary employ cuts, menu changes, staff motivation/morale, and more. Create Excel spreadsheets for accurately recording of employees’ sales/gratuities and beverage numbers. Show less

      • Beverage Manager

        Sept 2014 - Oct 2015
      • Floor Manager

        Sept 2014 - Oct 2015
    • SCOR

      Oct 2015 - Apr 2018

      My responsibilities primarily include Operations, Marketing Coordination, and Analytics.-Operationally assisting with workflow, interdepartmental collaboration, creating/updating forms, and coordinating internal events.-Coordinating client marketing events, distributing marketing reports, and maintaining records of department marketing and travel.-Salesforce resident expert & moderator; training and supporting underwriting and claims, maintaining reports, reviewing use for accuracy and efficiency, and local liaison with international headquarters.-Data Analytics with excel for manual records and reporting, desktop & web-based Business Intelligence for template reporting, and updating presentations or documents with data figures. Show less

      • Senior Marketing Analyst

        Apr 2018 - Apr 2018
      • Business Analyst

        Oct 2015 - Apr 2018
    • SCOR

      May 2019 - now

      - Measure data quality within the CRM tool through KPIs monitoring with dashboard development.- Improve data quality by creating protocols, monitoring market updates, and coordinate mass clean-up with local teams &/or IT cooperation.- Fix and improve CRM tool functionalities according to user feedbacks and business process requirements via regular release and product development plans; KYC, Account Plan, MGA Programs, Claims delegation, UW platform interaction, etc.- Advise, guide, collaborate on, & test product development with relevant business teams and developers.- Promote the adoption and consistent usage of the CRM tool among all P&C teams and all geographies as global CRM expert, moderator, & trainer.- Maintain internal CRM resource site, guidance, and documentation.- Support marketing campaign activities and ensure the quality of the data coming in CRM tool through automation.- Build and communicate global reports about CRM usage to management (quality and frequency of use) Show less

      • Property Treaty Underwriter

        Nov 2024 - now
      • CRM Data Manager

        May 2019 - Dec 2024
  • Licenses & Certifications