Adriana Sanchez
Denver,CO
Summary
Detail-oriented and dependable individual with tech-savvy skills and the ability to learn new systems quickly. Passionate, problem-solving, bilingual, and skilled in research and writing. Seeking to leverage in a position where organization, accuracy, and technical skills can support daily operations and team goals.
Overview
8
8
years of professional experience
Work History
Life Insurance Agent
Primerica
Denver, Colorado
05.2022 - 08.2024
- Educated clients on life insurance products and benefits.
- Conducted needs to tailor insurance plans for clients.
- Developed and maintained strong client relationships through regular communication.
- Established payment methods and preplanned premiums.
- Performed operational tasks such as filing paperwork, or updating databases.
- Ensured compliance with all applicable laws when issuing policies or making recommendations.
- Pursued continued professional development through insurance workshops, course and webinars.
- Maintained accurate client records and documentation.
- Collaborated with agents and underwriting teams to ensure timely processing.
Bartender Shift Manager
The Dugout Grill and Bar
Erie, Colorado
01.2019 - 05.2024
- Provided exceptional customer service in a fast-paced bar environment.
- Maintained cleanliness and organization of bar area and equipment.
- Assisted with inventory management, including ordering supplies when necessary.
- Trained new bartenders on drink preparation and customer interaction skills.
- Handled cash transactions accurately and processed payments efficiently.
- Engaged with patrons to create a welcoming atmosphere and promote specials.
- Performed opening and closing duties including restocking supplies.
- Assisted in setting up the bar for service shift.
Financial Services Representative
Blue Federal Credit Union
Broomfield, Colorado
11.2016 - 01.2019
- Assisted members with account inquiries and transaction requests.
- Educated customers on financial products and services available.
- Processed loan applications and conducted credit checks.
- Managed escalated customer concerns and resolved issues promptly.
- Utilized financial software to update member records accurately.
- Supported marketing initiatives by promoting new services to members.
Education
High School Diploma -
Thornton High School
9351 Washington St, Thornton, CO 8022905-2015
Skills
- Financial Analysis
- Customer Education
- Financial Softwares
- Account Management
- Document Management
- Data Entry/Filing
- Customer Relationship Management
- Analytical Problem Solving
- Advanced Spanish Proficiency
- Currency Reconciliation
Timeline
Life Insurance Agent
Primerica
05.2022 - 08.2024
Bartender Shift Manager
The Dugout Grill and Bar
01.2019 - 05.2024
Financial Services Representative
Blue Federal Credit Union
11.2016 - 01.2019
High School Diploma -
Thornton High School