Isaiah Rubio Email & Phone Number
@insureon.com
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Who is Isaiah Rubio? Overview
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Isaiah Rubio is listed as Assisting Busy Professionals To Reach Their Ideal Lifestyle Through Goal-Based Financial Services. at Lakeshore Financial Group, a company with 43 employees, based in Chicago, Illinois, United States. AeroLeads shows a work email signal at insureon.com and a matched LinkedIn profile for Isaiah Rubio.
Isaiah Rubio previously worked as Financial Professional at Lakeshore Financial Group and Contract Negotiation and Sales at Acor. Isaiah Rubio holds Bachelor Of Science - Bs, Business Administration And Management, General from University Of Illinois At Chicago.
Email format at Lakeshore Financial Group
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AeroLeads found 1 current-domain work email signal for Isaiah Rubio. Compare company email patterns before reaching out.
About Isaiah Rubio
We help smart people make smart decisions with their money.I am a financial professional at Lakeshore Financial Group who is dedicated to helping individuals, families, and business owners create financial independence through holistic goal-based financial strategies.During your life things can change fast and suddenly. You may have a promotion, different jobs, marriage, kids, buying a home or car, student loans, retirement, etc. Handling these life events alone can be stressful and scary, let alone figuring out how to accomplish it financially. That’s why people work with us, so they can enjoy their lives outside of work and not have to spend their spare time researching and figuring it out on their own. The way I work with my clients is: 1. Figure out where you are currently 2. Figure out where you want to go 3. Figure out the best way to get there - (Tailored Plan) 4. Figure out how to protect yourself against risks along the wayServices include:💵 Cash Flow Management📊 Investment Strategies📍 Retirement Planning Strategies🛡 Insurance Planning📚 Education Strategies💲 Tax Planning Strategies💳 Debt Repayment📃 Estate Planning StrategiesThe real benefit to my clients is they know they have someone alongside them to help navigate through all the inevitable financial decisions they will have to face, which gives them the confidence that their goals and their actions are in alignment.If you would like to have a discussion about these financial topics, email me at irubio@lsfgchi.com or message me directly on LinkedIn to schedule an introductory meeting!Feel free to check out https://www.lsfgchi.com/ to learn more.Isaiah Rubio is licensed to sell insurance in Illinois, an endorsement of this individual may not reflect others' views or experience. TC6969046(0924)3
Listed skills include Leadership, Customer Experience, Team Building, Social Media, and 40 others.
Isaiah Rubio's current company
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Isaiah Rubio work experience
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Contract Negotiation And Sales
- Liaise with brokers to purchase company inventory of aluminum, plastic, and cardboard bails, resulting in $50k+ per transaction; enforced company budgets and quality standards.
- Coordinate with production managers across multiple locations to streamline management systems, improve communication between departments, and facilitate better tracking of completed tasks.
- Interface with potential clients to negotiate contracts and prices; author legal documentation associated with the deal while ensuring regulatory compliance.
- Organize and optimized BOL/pricing system for seamless access to documents and data essential for billing and records.
Associate Client Manager
- Supervised the daily servicing of the Wisconsin book of business on assigned accounts.
- Assumed direct accountability for client satisfaction and retention; conducted regular follow-ups to evaluate the same and identify opportunities for improvement.
- Oversaw activities including client and carrier relationship management, policy-related service, accounts receivable management, and file management.
- Verified the completeness of policy insight final documents; requested any necessary changes and/or endorsements.
- Engaged with clients regarding policies, audits, loss run analyses, and experience mods/projections.
Digital Sales Agent
- Cultivated and maintained solid business-to-business relationships to promote retention.
- Fostered 60% growth in engagement between customers and Allstate agents.
- Bridged communications across Allstate agents and insurance carriers to optimize workflow efficiency.
- Collaborated with MCE insurance producers to drive achievement of monthly budget quotas.
- Demonstrated strong knowledge of rating procedures, coverages, and industry operations to effectively maintain assigned accounts; maintained up-to-date awareness of company offerings and promotions.
Insureon Producer Assistant
- Engaged With Insureon MCE Producers and handled their call inquiries from Allstate agents - Answered and resolved 1000+ call inquiries from Allstate - Continuously enhanced my knowledge and skills on understanding the “voice of the customer" - Assisted Clients with filling out applications and processing them through our carriers- Worked my way up to.
Orientation Leader
- Worked closely with college academic advisors to ensure smooth transition for incoming students - Was in charge of the class of 2020/2021 coming to UIC - Toured UIC showing students where classes are - Registered 600 students in the time period of two summers- Aided the student development service office with data entry of new students - Organized and.
Colleagues at Lakeshore Financial Group
Other employees you can reach at lsfgchi.com. View company contacts for 43 employees →
Ryan Moratti
Colleague at Lakeshore Financial Group
Downers Grove, Illinois, United States, United States
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Joe Galvan
Colleague at Lakeshore Financial Group
Greater Chicago Area, United States
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JW
John Weston
Colleague at Lakeshore Financial Group
Chicago, Illinois, United States, United States
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Elizabeth Kuroski
Colleague at Lakeshore Financial Group
Greater Chicago Area, United States
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Mike Relyea
Colleague at Lakeshore Financial Group
Brookfield, Illinois, United States, United States
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JG
Jennifer Gerber
Colleague at Lakeshore Financial Group
Chicago, Illinois, United States, United States
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RS
Robert Saliba
Colleague at Lakeshore Financial Group
Chicago, Illinois, United States, United States
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Tj Gilboy
Colleague at Lakeshore Financial Group
Greater Chicago Area, United States
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KW
Kelly Wells
Colleague at Lakeshore Financial Group
Roscoe, Illinois, United States, United States
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LJ
Laurén Johnson
Colleague at Lakeshore Financial Group
Greater Chicago Area, United States
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Isaiah Rubio education
Frequently asked questions about Isaiah Rubio
Quick answers generated from the profile data available on this page.
What company does Isaiah Rubio work for?
Isaiah Rubio works for Lakeshore Financial Group.
What is Isaiah Rubio's role at Lakeshore Financial Group?
Isaiah Rubio is listed as Assisting Busy Professionals To Reach Their Ideal Lifestyle Through Goal-Based Financial Services. at Lakeshore Financial Group.
What is Isaiah Rubio's email address?
AeroLeads has found 1 work email signal at @insureon.com for Isaiah Rubio at Lakeshore Financial Group.
Where is Isaiah Rubio based?
Isaiah Rubio is based in Chicago, Illinois, United States while working with Lakeshore Financial Group.
What companies has Isaiah Rubio worked for?
Isaiah Rubio has worked for Lakeshore Financial Group, Acor, Horton Insurance, Inc, Insureon, and Xsell Technologies.
Who are Isaiah Rubio's colleagues at Lakeshore Financial Group?
Isaiah Rubio's colleagues at Lakeshore Financial Group include Ryan Moratti, Joe Galvan, John Weston, Elizabeth Kuroski, and Mike Relyea.
How can I contact Isaiah Rubio?
You can use AeroLeads to view verified contact signals for Isaiah Rubio at Lakeshore Financial Group, including work email, phone, and LinkedIn data when available.
What schools did Isaiah Rubio attend?
Isaiah Rubio holds Bachelor Of Science - Bs, Business Administration And Management, General from University Of Illinois At Chicago.
What skills is Isaiah Rubio known for?
Isaiah Rubio is listed with skills including Leadership, Customer Experience, Team Building, Social Media, Public Speaking, Client Relations, Deadline Oriented, and Customer Marketing.
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