
Javier Zavala, ARe
Sales Associate

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About me
Property Treaty Underwriter
Education

Katie School of Insurance Leadership Program
2007 - 2007Certificate of Completion Extra-curricular Leadership DevelopmentRelated 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 - 2003Associates in Arts
Iroquois West
1994 - 1999
Illinois State University
2003 - 2008BS Actuarial Science
Illinois State University
2003 - 2008Bachelor MathematicsActivities and Societies: Actuarial Club, Gamma Iota Sigma
Experience

Menards
Jun 2003 - May 2008Sales AssociateEmployee 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 2008Student 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 2010Personal 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 2010Host/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 2013Security Manager
Sept 2011 - Dec 2012

Oak Street Beach Food + Drink
May 2014 - Sept 2014Manager
Levy Restaurants
May 2014 - Oct 2015Floor 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 2015Floor Manager
Sept 2014 - Oct 2015

SCOR
Oct 2015 - Apr 2018My 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 2018Business 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 - nowCRM Data Manager
May 2019 - Dec 2024
Licenses & Certifications
- View certificate

Certified Scrum Product Owner® (CSPO®)
Scrum AllianceOct 2022 - View certificate

Certified ScrumMaster® (CSM®)
Scrum AllianceSept 2022
Languages
- enEnglish
- spSpanish
- frFrench
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