texas-financial-planning

Daisy Polanco

Administrative Assistant


dpolanco@pttfinancial.com
956.440.8408

The only thing that’s constant is change.

That’s why Daisy Polanco is dedicated to continuous education and self-improvement. To be effective in the insurance industry, she needs to keep up with new regulations and current trends, which means the learning never ends.

As the administrative assistant at PTT Financial, Daisy maintains records and performs general clerical duties. Often, this entails helping agents with unusual situations and problems. If she doesn’t know the solution offhand, she’ll do the research necessary to find the answers – letting agents focus on their clients.

Before working in insurance, Daisy had a job in medical billing. The information she learned in that position helped her when she got to the other side of things, but there was still a lot to learn. Luckily, she’s a quick study. Daisy is now a licensed insurance agent, and she’s currently attending the University of Texas Rio Grande Valley to earn her Bachelor of Science.

She appreciates the atmosphere at PTT Financial, especially how everyone balances the need to be friendly with the need to get things done. Even as a new employee, she felt immediately welcome. When working with agents, she strives to deliver the same friendly service right from the start.

Daisy grew up the Rio Grande Valley, where she now lives with her husband and their two dogs.  When she’s not busy with work or school, she enjoys playing soccer.