ADRIANA MENDEZ
Summary
Experienced Bilingual Property and Casualty agent broker, with excellent client and office management skills. Organized and dependable with a positive attitude. Highly committed with a hardworking mentality to maintain quality of services and production.
Overview
13
13
years of professional experience
Work History
Insurance Agent / Office Manager
Coast Auto Insurance
11.2018 - Current
- Mentored junior agents, sharing industry insights and best practices for success in the field.
- Met with customers to provide information about available products and policies.
- Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Built strong relationships with clients through consistent communication and excellent customer service.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Created detailed reports for management to track performance and sales.
- Maintained high standards of customer service by building relationships with clients.
- Finalized sales and collected necessary deposits.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Collected premiums on or before effective date of coverage.
- Educated clients on insurance policies and procedures.
Office Manager/Air Traffic Manager
Rio Broadcasting
02.2018 - 10.2018
- Enhanced team productivity by delegating tasks effectively and overseeing daily workflow.
- Reduced costs with meticulous budget monitoring and expense tracking for essential supplies and equipment.
- Facilitated smooth communication between departments, addressing concerns promptly to maintain harmonious work relationships.
- supervised seven office staff members in daily tasks and performance.
- Generated financial reports for management review.
- Generated daily commercial logs for Broadcasting.
Office Manager
GTS Tax & Insurance
08.2011 - 02.2018
- Created, maintained and updated filing systems for paper and electronic documents.
- Notary
- Tax preparer
- Insurance
- Immigration documents
- Vehicle registration services
- handled high volume of calls
- oversaw training and daily performances of 3 staff.
- helped clients with insurance premiums, effective dates, policy terminations and additional policy riders.
Education
GED -
Allan Hancock College
Santa Maria, CA09.2002
High School Diploma -
Ernest Righetti High School
Santa Maria, CA06.2002
Skills
- Bilingual English and Spanish with excellent communications skills
- Organized, Responsible
- Great customer service skills
- Excellent team player, good listener, quick learner
- Great leader
Timeline
Insurance Agent / Office Manager
Coast Auto Insurance
11.2018 - Current
Office Manager/Air Traffic Manager
Rio Broadcasting
02.2018 - 10.2018
Office Manager
GTS Tax & Insurance
08.2011 - 02.2018
GED -
Allan Hancock College
High School Diploma -
Ernest Righetti High School
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