Gladys Estrada
Chandler
Summary
Dynamic professional with extensive experience in project management and data analysis. Proven ability to enhance operational efficiency through advanced Microsoft Excel skills and exceptional communication. Successfully led teams and trained new staff, driving significant improvements in project deliverables and compliance. Committed to delivering results and fostering strong client relationships.
Overview
15
15
years of professional experience
Work History
Life Insurance Agent, Marketing Director
PHP Agency
09.2020 - Current
- Delivered insurance quotes and information with professionalism and courtesy.
- Responded to customer inquiries about coverage levels and policy enhancements.
- Provided office support through data entry, analysis, and reporting.
- Coordinated implementation of technology solutions to enhance client relationships and streamline closing processes.
- Trained and led new agents to ensure effective onboarding and performance.
Operational Manger/Owner
Phx Mobile Automotive LLC
Phoenix
05.2016 - Current
- Ensured sufficient inventory levels for job completion through proactive management.
- Managed daily, weekly, and monthly financial operations including deposits, bills, and supply orders.
- Provided exceptional customer service by scheduling appointments, and processing invoices.
- Maintained online presence on Facebook, Google Business Page, and Yahoo to enhance visibility.
- Implemented marketing strategies through local magazine promotions to increase brand awareness.
Executive Agent Assistant
Marcus & Millichap Real Estate
10.2017 - 09.2020
- Developed marketing packages and proposals through extensive research and data analysis.
- Drafted contracts and maintained accurate databases for streamlined access to information.
- Created spreadsheets and data tables in Word and Excel for effective data organization.
- Managed telephone coverage, responding to inquiries, routing calls, and documenting messages.
- Coordinated calendar management and scheduling for all meetings and events.
- Ensured effective communication flow, pursuing detailed follow-through on action items.
Certified Agent Support Specialist/ Brokerage Administrator
Marcus & Millichap Real Estate
09.2016 - 10.2017
- Provided training and support for new agents, originators, and staff members.
- Developed training presentations and materials for individual and group instruction.
- Executed data entry by creating files in accordance with company filing system.
- Assisted Operations Manager with processing closings and managing contracts.
- Cross-trained in Operations Manager duties to ensure operational coverage.
- Managed brokerage administration and transactional tasks efficiently.
- Delivered front office support aligned with company standards.
Sr Project Manager
AETNA
Phoenix
09.2013 - 05.2016
- Managed large project deadlines to ensure accurate processing of contracts according to State or Campaign specifications.
- Ensured compliance with RFP guidelines throughout contract administration and data entry processes.
- Supervised multiple projects, including State Campaign, Proposals, and Workflow Projects.
- Monitored project deliverables through continuous communication with project members and stakeholders.
- Developed comprehensive project documentation and guided projects through all life-cycle phases.
- Created a filing system for organizing thousands of contracts in compliance with Legal Binding Documentation guidelines.
- Led team of Network Coordinators by establishing workflows and developing a new team in Arizona, Ohio and Delaware.
- Coordinated team-building events and training sessions for new staff members to enhance integration.
Network Coordinator
AETNA
Phoenix
03.2011 - 08.2013
- Facilitated network development across multiple states including Ohio, New York, Georgia, Arizona, and New Jersey.
- Recorded contracts and amendments for efficient processing.
- Verified and audited documentation to ensure accuracy.
- Entered contract and amendment statuses into the system.
- Prepared contracts and amendments for shipment to Planning department.
- Generated weekly Production Reports, GEO Reports, and additional reports for Senior Management.
- Trained new employees in Excel, Word, and essential computer skills.
- Instructed new hires on operational processes to enhance efficiency.
Quality Data Analyst
AETNA
Phoenix
08.2010 - 12.2010
- Entered RMA and product data into spreadsheets for tracking purposes.
- Created spreadsheets displaying weekly, monthly, and yearly metrics.
- Developed PowerPoint presentations to illustrate volume trends to management.
- Managed Outlook calendar and emails to support management's scheduling needs.
Education
Some College (No Degree) -
Kaplan University
OnlineSkills
- Microsoft Excel and PowerPoint
- Quick Base
- Touch typing (75 WPM)
- QNXT – Tri Zeto
- Microsoft Word and Publisher
- IQNavigator
- OneNote
- SharePoint
- Microsoft Outlook
- Microsoft Access
- Quest Analytics
Accomplishments
- Won the Silver Aetna Way Excellence Award (AWEA) for Courage to Change in January 2014
- End of the Year Talent Manger Score Card for 2013 and 2014 were 5 out of 5
- End of the Year Talent Manger Score Card for 2015 were 4 out of 5
Timeline
Life Insurance Agent, Marketing Director
PHP Agency
09.2020 - Current
Executive Agent Assistant
Marcus & Millichap Real Estate
10.2017 - 09.2020
Certified Agent Support Specialist/ Brokerage Administrator
Marcus & Millichap Real Estate
09.2016 - 10.2017
Operational Manger/Owner
Phx Mobile Automotive LLC
05.2016 - Current
Sr Project Manager
AETNA
09.2013 - 05.2016
Network Coordinator
AETNA
03.2011 - 08.2013
Quality Data Analyst
AETNA
08.2010 - 12.2010
Some College (No Degree) -
Kaplan University