Andrea Cano
Buckeye
Summary
Results-driven Insurance Agent recognized for productivity and efficiency in task completion. Specialize in risk assessment, policy customization, and client relationship management. Excel in communication, problem-solving, and adaptability, ensuring seamless service delivery and client satisfaction.
Overview
10
10
years of professional experience
Work History
Insurance Agent
Comparion Insurance Agency
Scottsdale
02.2022 - Current
- Remained current on latest industry trends by gaining comprehensive knowledge of financial and insurance products, services, and best practices.
- Achieved repeat business and referrals through personalized services.
Assistant Operations Manager
PNC Bank
Phoenix
02.2019 - 02.2022
- Appraised inventory levels on frequent basis, ordering new merchandise to keep quantities well-stocked.
- Conducted regular meetings with staff members to discuss performance issues or concerns.
- Drafted policies, procedures, and protocols related to operations management.
Banker Team Lead
Credit Union West
Phoenix
08.2017 - 02.2019
- Recommended new financial and accounting software packages. replacing various non-integrated offerings.
- Used hedging to mitigate financial risks related to interest rates on company's borrowings.
- Checked payroll, vendor payments and other accounting disbursements for accuracy and compliance.
Banker
Republic Bank of Arizona
Phoenix
03.2015 - 08.2018
- Prepared official checks for customer and internal bank needs.
- Developed financial plans for customers based on their individual needs.
- Drove branch sales and portfolio growth by recommending various financial products to prospective customers.
Education
High School Diploma -
Sierra Linda High School
Phoenix, AZ05-2015
Skills
- Insurance policy writing
- Product knowledge
- Client relationship management
- Sell policies
- Verbal and written communication
- Cold calling
- Regulatory compliance
- Life insurance
- Sales negotiation
- Customer service
- Market research
- Team leadership
- Employee training
- Auto insurance
License
- Property and Casualty
- Life
Timeline
Insurance Agent
Comparion Insurance Agency
02.2022 - Current
Assistant Operations Manager
PNC Bank
02.2019 - 02.2022
Banker Team Lead
Credit Union West
08.2017 - 02.2019
Banker
Republic Bank of Arizona
03.2015 - 08.2018
High School Diploma -
Sierra Linda High School