¨ Elisabeth Avenilla ¨
Establish, introduce, advertise and maintain
neighborhood office. Recruit and train telemarketing, CSR and sales staff.
Introduce and analyze individual risks. Create underwriting producers to ensure
profitable gains. Communicate with network team and underwriter to review new
proposals, current policies and discuss guidelines.
Account Representative
Manage direct sales of Property & Casualty and Life
Insurance. Run sales and loss, expense and daily reports to track growth and
assist other departments. Work with insurance companies and underwriters on new
business. Create and implement customer service procedures to maintain current
clients’ interest.
Information Management Resources, Inc. – February
1998 to October 1998
Assistant Office Manager / Travel Coordinator
Represent company at marketing meetings. Act as
liaison between executive management and clients.
Assist in updating and implement current clerical
procedures to aid office information and progress.
Coordinate all travel arrangements for the company.
Process incoming and outgoing mail. Manage and
direct all incoming phone calls
Allstate Insurance – August 1991 to February 1996
Oversee office operations for as many as three sales
associates. Act as liaison between agency principle and sales manager. Perform
direct sales of automobile, property and life insurance. Issue new business
policies. Coordinate customer contact programs and manage existing
policyholders. Process claim reporting and expedite claims settlement. Conduct
and analyze staff evaluations.
New York University Bookstore – September 1990 to
June 1991
Computer Sales Assistant
Assist undergraduates and graduates in choosing PC
compatibles and Macintosh computers. Maintain current knowledge of word
processing, spreadsheet and other software programs. Foster familiarity with
various PC accessories. Coordinate and conduct regular inventory of department
products.
Avco Financial Services – July 1988 to August 1990
Claims Supervisor
Perform customer claims and services for more than
13 banks and lenders nationwide. Develop customer service programs within the
claim unit. Process and issue claim payments. Establish new lender claims.
Assist customer service and direct all incoming service calls.
Biology and Business Management courses.
Political Science undergraduate studies.
Certifications
and Technical Experience:
¨ Allstate Agent Certified
1992 to 1996, 1999 to present
¨ Oregon P&C, Life and
Health licensed agent 1999
¨ Life and Health licensed
agent 1992 to 1997
¨ Property & Casualty
licensed agent 1992 to 1996
¨ Hardware: Pentium 166MMX,
Laptop: NEC Ready 360T
¨ Software: Windows 95 &
98, MS Office, Outlook, Schedule and Exchange, Access, Excel and Delphi
Addendum
to Professional Experience:
Allstate
Insurance Company – April 1999 to Present
Independent
Owner of Neighborhood Insurance Agency:
In
charge of establishing office location and set up within the neighborhood while
assessing surrounding residential and commercial business to market resources.
¨Human Resources Director for
Office Employees. Implement advertisements, create manuals, recruit employees,
telemarketers, CSRs, and sales producers. Introduced HR benefits coverage for
health, dental, vacation / time off, 401k, etc. Train and prepare individuals
for Property & Casualty licensing while creating telemarketing techniques.
Established weekly staff meetings to update sales staff guidelines, weekly
sales goals and communicate management needs.
¨Director of Finance and New
Business. Created sheets to budget and analyze office spending and employee
payroll.
¨Business Analyst and
Operations Director. Daily visits to network team to review proposals. Analyze
individual risk and determine profitability for the company. Interview each
individual’s current household for potential risks and hidden losses. Within
office, create underwriting procedures to insure profitable gains while
determining the possibility of losses using the percentage of loss ratio.
Locate office site and set up operations of office.
Establish myself within the neighborhood to introduce opening of office. Assess
surrounding residential and commercial business to market. Advertise in local
papers. Create manual for future employees and sales producers. Recruit
telemarketers, CSRs, and sales producers. Human Resources Director for office
employees, introduce HR coverages (ex: health, dental, vacations, 401k,etc.).
Train and prepare individuals for licensing of Property & Casualty and
create telemarketing techniques. Create sheets to budget and analyze office
spending and employee payrolls. Weekly staff meetings to update sales staff of
guidelines and weekly goals to obtain. Daily visits to network team to review
proposals. Introduce and analyze individual risks. Determine the possibility of
profitability for the company. Interview each potential risk for hidden losses
and examine the current household. Within office, create underwriting producers
to insure profitable gains instead of future losses. Determine the possibility
of losses using the percentage of loss ratio to prevent it. Aggressively pursue
target segment with potential of growth. Weekly telephone meetings with
underwriter to review new proposals, current policies and discuss guidelines.
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