Summary
Overview
Work History
Education
Skills
Timeline
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Alberto Bahena

San Antonio,TX

Summary

Experienced Office Management and Administration Professional experienced optimizing productivity, efficiency and service quality across various environments. Highly dependable, ethical and reliable support specialist and leader that blends advanced organizational, technical and business acumen. Works effectively with cross-functional teams in ensuring operational and service excellence.

Overview

17
17
years of professional experience

Work History

Licensed Field Underwriter

Family First Life
San Antonio, Texas
01.2022 - Current
  • Maintained high standards of customer service by building relationships with clients.
  • Provided coverage option information to assist clients in protecting assets.
  • Attended continuing education courses and workshops to gain additional insurance industry knowledge.
  • Obtained underwriting approval by completing application for coverage.
  • Utilized targeted email campaigns and cold calling to increase revenue.
  • Met with customers to provide information about available products and policies.

Office Manager

Fred Loya Insurance Company
Lancaster, CA
05.2008 - 12.2021
  • Implemented inventory controls and standardized ordering procedures, decreasing expenditures [Number]%.
  • Developed office policies by implementing standards and procedures to guide efficient, effective operation of office.
  • Maintained high standards of customer service by building relationships with clients.
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Sold auto, life and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.

Warehouse Supervisor

SCE Gaskets
Lancaster, CA
02.2007 - 09.2007
  • Maintained service quality by establishing and enforcing organization standards.
  • Supervised warehouse operations by managing employees during shifts.
  • Completed daily operations on time and maintained high standards of accuracy.
  • Trained new staff on job duties, company policies and safety procedures for rapid onboarding.
  • Conducted inventory audits with 100% accuracy following company procedures.

Warehouse Assistant Manager

Wayne Dalton Overhead Door
Chatsworth, CA
01.2003 - 01.2005
  • Received incoming shipments, compared contents against associated records and transmitted to proper department.
  • Delivered garage doors and other supplies
  • Was entrusted with creating reports and schedules for the warehouse staff and Installers
  • Generated invoices and provided excellent customer service.
  • Evaluated supplies and product inventory to check for quality and quantity issues and returned unacceptable materials to vendors.
  • Organized storage areas to optimize materials movements and minimize labor hours.

Education

General Lines/P&C - Property And Casualty

Kaplan University
Online
05.2022

Life Insurance

Pre License Training
Online
08.2021

High School Diploma -

Sylmar High School
Sylmar
06.2001

Skills

  • MS Software
  • Ten Key
  • Marketing
  • CCC1
  • Office Management
  • Bilingual
  • Flexible and Adaptable
  • Conflict Resolution
  • Self-motivated professional
  • Excellent work ethic
  • Active Listening
  • Decision Making
  • Responsible

Timeline

Licensed Field Underwriter

Family First Life
01.2022 - Current

Office Manager

Fred Loya Insurance Company
05.2008 - 12.2021

Warehouse Supervisor

SCE Gaskets
02.2007 - 09.2007

Warehouse Assistant Manager

Wayne Dalton Overhead Door
01.2003 - 01.2005

General Lines/P&C - Property And Casualty

Kaplan University

Life Insurance

Pre License Training

High School Diploma -

Sylmar High School

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Alberto Bahena