Excellent communicator and dependable team player with strong understanding of insurance industry. Adept at building relationships with clients, brokers and other stakeholders while delivering outstanding service. Highly organized and detail-oriented with strong ability to identify potential risks and develop solutions.
Overview
25
25
years of professional experience
Work History
Insurance Agent
Farmers Insurance Agency
03.2022 - Current
Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
Conducted thorough policy reviews with existing clients, identifying coverage and offering additional protection options when necessary.
Provided prompt responses to inquiries from both prospective and existing clients, demonstrating a commitment to exceptional service.
Responded to customer calls swiftly to resolve issues and answer questions.
Calculated premiums and established payment methods for sales.
Built strong relationships with clients through consistent communication and excellent customer service.
Sales Office Manager
First Acceptance Insurance
08.2018 - 07.2022
Developed office policies by implementing standards and procedures to guide efficient, effective operation of office.
Enhanced customer satisfaction levels through exceptional service and prompt resolution of client issues.
Increased overall revenue by identifying new business opportunities and cultivating strong relationships with clients.
Coordinated office events, seminars and meetings for staff and clients.
Built and managed processes for tracking and monitoring department performance.
Completed bi-weekly payroll for [Number] employees.
Handyman Assistant
Isabel Saenz
05.2006 - 11.2018
Conducted thorough clean-up processes after each project, ensuring client satisfaction and a polished final product.
Completed drywall installations efficiently which helped reduce project timelines.
Maintained positive relationships with clients, communicating effectively about project progress and expectations throughout engagements.
Completed minor electrical repairs, contributing to enhanced home functionality for clients.
Security Assistant
Landmark Security Services
02.2009 - 09.2018
Responded quickly to alarms or calls for assistance, assessing situations accurately and taking appropriate action as needed to ensure public safety.
Participated in ongoing professional development opportunities to stay current with industry trends and best practices in security management.
Assisted in the development of emergency response plans for various scenarios, ensuring staff preparedness and safety.
Ensured compliance with local regulations governing private security operations through meticulous record-keeping and regular audits.
Enhanced security measures by implementing access control systems and surveillance equipment.
Patrolled assigned areas regularly to detect and deter any suspicious activity or unauthorized personnel on the premises.
Forklift Operator
White Oak Foods
06.2010 - 03.2017
Transported goods between warehouse locations according to shipment and storage needs.
Assisted in training new employees on safe forklift operation, contributing to a stronger workforce.
Safely loaded and unloaded trucks using appropriate forklift attachments, reducing the risk of accidents or injuries.
Operated equipment safely and efficiently to prevent damage to items and avoid injuries.
Operated forklift in compliance with OSHA guidelines and organizational policies.
Wrapped pallets in plastic wrap and attached merchandise tags to prepare for shipping.
Unloaded and stacked materials by raising and lowering lifting devices.
Custodian
Merced City School District
02.2006 - 11.2009
Maintained clean and comfortable environments in commercial buildings by vacuuming, cleaning windows, and dusting.
Emptied trash cans and recycling bins to keep building clean and free of germs.
Kept public pathways clear of safety hazards and spills with regular checks and attention.
Moved furniture for cleaning and set up for special events.
Kept building spaces premises clean inside and outside.
Mixed, used, and properly stored hazardous chemical cleaners to reduce risk of injury or illness.
Ran variety of cleaning machines such as floor machines designed to strip, wax, extract, and top scrub floors and carpets.
Replaced and refilled paper towel and toilet paper dispensers for users convenience.
Warehouse Order Selector
Yosemite Wholesale Warehouse
04.2000 - 06.2005
Increased productivity by quickly locating and picking items using a handheld scanner for barcode verification.
Moved merchandise using forklifts, pallet jacks and hand trucks.
Wrapped pallets in shrink wrap prior to loading.
Collaborated with team members to maintain a clean and organized work environment, ensuring optimal efficiency and safety.
Safely operated heavy machinery, such as forklifts and pallet jacks, to transport picked orders to the packing area.
Maintained inventory integrity by promptly reporting any discrepancies or damaged goods found during the picking process.
Loaded shipments onto trucks with care, ensuring timely deliveries while minimizing damage to products during transit.
Education
High School Diploma -
Atwater High School
Atwater, CA
06-1997
Skills
Customer service
Licensed insurance agent
Office Management
Quotes and sales
Policy writing
Policy renewals
Cold calling
Warehouseman
Forklift
Custodial
Inventory
Property and casualty insurance
Timeline
Insurance Agent
Farmers Insurance Agency
03.2022 - Current
Sales Office Manager
First Acceptance Insurance
08.2018 - 07.2022
Forklift Operator
White Oak Foods
06.2010 - 03.2017
Security Assistant
Landmark Security Services
02.2009 - 09.2018
Handyman Assistant
Isabel Saenz
05.2006 - 11.2018
Custodian
Merced City School District
02.2006 - 11.2009
Warehouse Order Selector
Yosemite Wholesale Warehouse
04.2000 - 06.2005
High School Diploma -
Atwater High School
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