Versatile professional combining extensive experience in construction safety inspection and OSHA compliance. Adept at risk assessment, hazard identification, and analytical strategy to drive both physical site safety and business growth. A decisive leader who excels at training workforces, building high-impact client relationships, and protecting company assets in high-stakes, fast-paced environments.
Overview
1
1
Certification
18
18
years of professional experience
Work History
Safety Inspector & Field Trainer
M Squared Safety
San Clemente, CA
03.2025 - Current
Conducted comprehensive construction site safety inspections, identifying hazards and ensuring regulatory compliance to enhance workplace safety.
Deliver OSHA-related safety training courses to employees and contractors.
Investigate workplace injuries and incidents, performing root-cause analyses and recommending corrective actions.
Assisted clients in maintaining OSHA compliance, fostering a strong safety culture through proactive engagement and training.
Supported development and implementation of workplace safety programs and best practices, contributing to improved safety protocols and employee awareness.
Insurance Customer Service Representative
Whiteboard Risk & Insurance Solutions
Huntington Beach, CA
03.2024 - 01.2025
Risk Profiling: Analyzed business client operation profiles to identify systemic workplace hazards and verify correct workers' compensation coverage.
Regulatory Research: Evaluated multi-state commercial policies to ensure business owners met mandated baseline legal safety and liability metrics.
Job Hazard Analysis (JHA): Reviewed structural blueprints, construction company loss histories, and site risk profiles to cross-examine liability coverage against actual field hazards.
Educated clients through targeted sales presentations that emphasized benefits of various insurance offerings.
Established and maintained rapport with clients by offering personalized insurance strategies that address specific requirements.
Conducted in-depth analysis of client needs by examining existing policies and coverage options to ensure optimal client satisfaction.
Analyzed and verified documentation accuracy to prevent potential issues in claims management.
Collected and analyzed client preferences to enhance product offerings and elevate service quality.
Established and maintained strong relationships with insurance carriers to streamline claim resolution processes.
Partnered with underwriters to achieve favorable client terms, focusing on competitive pricing and extensive coverage options.
Calculated quotes to inform potential clients about diverse insurance solutions.
Calculated insurance quotes for potential clients to inform their decision-making process. to inform potential clients about diverse insurance solutions.
Inside Sales Representative
Whiteboard Risk & Insurance Solutions
Huntington Beach, CA
03.2023 - 03.2024
Facilitated achievement of team sales objectives through consistent outreach to prospective clients and effective appointment setting with qualified leads.
Organized and tracked detailed call records and actions to improve operational accuracy.
Accelerated lead response times by implementing prompt follow-up activities.
Drove team sales objectives through consistent outreach to prospective clients and effective appointment setting with qualified leads.
Partnered with sales team to enhance cold calling strategies, fostering more effective conversations with prospects.
Established trust during initial interactions by presenting a professional image and demonstrating in-depth knowledge of company products and services.
Maintained compliance with all company policies during outreach efforts, ensuring ethical practices at all times.
Utilized CRM software to manage comprehensive contact logs and account records.
Coached junior team members on best practices for inside sales, enhancing their skills and performance in the field.
Manager
Marina Management Services Inc.
Los Angeles, CA
03.2013 - 12.2023
Emergency Preparedness: Spearheaded emergency action plans, severe weather procedures, and first-aid response training for all marina staff
Safety Auditing: Conducted regular facility and dock safety inspections to identify structural hazards, slip/trip risks, and fire hazards
Implemented training programs for sales team members, enhancing professional development and aligning with organizational growth objectives.
Executed quality assurance initiatives focused on increasing revenue by integrating effective practices and advanced sales techniques.
Analyzed market trends to refine sales strategies, resulting in exceeded sales goals and improved overall profitability.
Coordinated efforts with staff to refine procedures, driving customer satisfaction and contributing to bottom-line profitability.
Implemented training programs for sales team members to cultivate professional development and support organizational growth objectives.
Coordinated with staff to refine procedures, improving customer satisfaction and supporting bottom-line profitability.
Engaged with each associate to align on practical monthly sales goals, fostering accountability and performance.
Managed product placement and display updates to enhance visibility of new offerings and promotional events.
Managed inventory control systems to maintain optimal stock levels and improve product availability for increased sales outcomes.
Managed inventory control systems to ensure optimal stock levels and enhance product availability for improved sales outcomes.
Coordinated project timelines and schedules, facilitating clear expectations for milestone achievements and completion dates.
Licensed Life Insurance Agent
Kanoe Insurance Agency
Aliso Viejo, CA
09.2022 - 03.2023
Participated in training sessions and conferences to enhance professional knowledge of life insurance industry advancements.
Completed continuing education courses and workshops to deepen expertise in insurance industry.
Compiled reports to communicate life insurance policy features and associated benefits clearly.
Compiled clear and concise reports to effectively communicate life insurance policy features and associated benefits.
Managed client interaction tracking through CRM tools, ensuring prompt follow-up and tailored service experiences.
Pursued continuing education courses and workshops to enhance expertise in insurance industry.
Contributed to professional growth by participating in training sessions and conferences focused on life insurance industry advancements.
Mortgage Loan Officer Mentorship
Residence First Mortgage
Costa Mesa, CA
11.2021 - 05.2022
Shadowed a senior mortgage loan officer to understand industry practices and regulations while studying for NMLS license exam.
Investigated and rectified discrepancies in borrower information within loan processing system, enhancing overall data reliability.
Prepared professional correspondence to assist loan officer in gathering essential information for processing.
Executed preparation of professional correspondence to support loan officer in obtaining necessary information for processing.
Coordinated customer interactions to efficiently obtain necessary information and process documentation.
Executed timely submission of files by adhering to loan officer checklist requirements.
Oversaw scheduling processes and maintained an organized master calendar to facilitate effective communication and planning.
Provided outstanding support and guidance to clients throughout loan process, enhancing overall experience.
Managing Director
Coachella Distribution Inc
Coachella, CA
08.2018 - 11.2020
Hazard Mitigation: Established safe material handling, lifting, and overhead stacking protocols to minimize workplace injuries.
Hazard Communication (HazCom): Maintained rigorous chemical inventory logs and Safety Data Sheet (SDS) stations for materials stored on-site,
Equipment Safety: Managed compliance and certification schedules for forklift operations and automated inventory machinery.
Streamlined operational processes by updating internal frameworks and controls, enhancing efficiency and compliance.
Cultivated primary account relationships, ensuring adherence to servicing commitments and fostering high client satisfaction.
Streamlined operational processes through systematic updates of internal frameworks and controls.
Streamlined processes and managed budgets to enhance team effectiveness and drive profitability.
Analyzed market trends and executed targeted business strategies to optimize revenue generation and attract new customers.
Ensured high-quality service to customers, contributing to long-term business relationship development.
Supervised response to customer requests, fostering a culture of friendly and informed assistance.
Guided new team members through comprehensive training to ensure high standards of productivity, accuracy, and customer service.
Monitored and maintained adherence to quality control procedures throughout all customer engagements.
Analyzed peak hour trends and adjusted department schedules to improve operational coverage.
Personal Trainer/Instructor
UFC Gym
Orange, CA
08.2011 - 03.2013
Sanitation & Hygiene: Enforced strict biohazard and skin-safety sanitation protocols across common facilities to satisfy state athletic commission standards
Risk Mitigation: Evaluated client physiological histories to adapt training protocols, ensuring complete injury prevention during high-intensity sessions.
Demonstrated effective exercise techniques to clients, ensuring safe execution and decreasing likelihood of injuries during fitness sessions.
Advised clients on fitness objectives while maintaining an uplifting and accessible communication style.
Developed and implemented tailored training programs for clients, emphasizing strength, cardiovascular health, and flexibility through stretching exercises.
Collaborated with clients to define and pursue achievable personal fitness objectives.
Created individualized workout strategies and monitored advancements to promote client health and well-being.
Developed strong client relationships by ensuring open communication and delivering ongoing motivational assistance.
Assessed individual injury histories and provided tailored exercise modifications and contraindicated movement guidance.
Created and implemented personalized fitness strategies, resulting in a 50% improvement in client retention.
Implemented strategies to build a loyal client base, achieving a 75% conversion rate of complimentary assessment sessions into sustainable training packages.
Instructor
Ace Jiu Jitsu
Fountain Valley, CA
07.2008 - 08.2011
Developed and executed training routines incorporating martial arts techniques, resulting in enhanced student performance and discipline.
Facilitated personal growth for aspiring martial artists through expert guidance, fostering skill development and confidence.
Evaluated student performance to support rank promotion decisions, ensuring alignment with program standards.
Facilitated personal growth for aspiring martial artists by offering expert guidance and support in their respective disciplines.
Assessed student performance and provided tailored feedback and corrections to refine skills and techniques.
Delivered training sessions on essential principles and fighting techniques, enhancing understanding and application among diverse student groups.
Developed and implemented educational materials highlighting critical etiquette standards to promote discipline and respect among participants.
Education
Some College (No Degree) - Aeronautical Engineering
Orange Coast College
Costa Mesa, CA
High School Diploma -
Fountain Valley High School
Fountain Valley, CA
06.2006
Skills
Regulatory Compliance
Hazard Identification
Risk Assessment
Workforce Education
First Aid / Emergency Response
Key metrics monitoring
Client engagement strategies
Data-informed decision making
CRM management
Construction safety
Safety equipment management
Accomplishments
Mortgage Loan Officer License, Life Insurance License, Brazilian Jiu Jitsu Black Belt
Certification
Red Cross First Aid/CPR/AED Instructor r.25
Timeline
Safety Inspector & Field Trainer
M Squared Safety
03.2025 - Current
Insurance Customer Service Representative
Whiteboard Risk & Insurance Solutions
03.2024 - 01.2025
Inside Sales Representative
Whiteboard Risk & Insurance Solutions
03.2023 - 03.2024
Licensed Life Insurance Agent
Kanoe Insurance Agency
09.2022 - 03.2023
Mortgage Loan Officer Mentorship
Residence First Mortgage
11.2021 - 05.2022
Managing Director
Coachella Distribution Inc
08.2018 - 11.2020
Manager
Marina Management Services Inc.
03.2013 - 12.2023
Personal Trainer/Instructor
UFC Gym
08.2011 - 03.2013
Instructor
Ace Jiu Jitsu
07.2008 - 08.2011
High School Diploma -
Fountain Valley High School
Some College (No Degree) - Aeronautical Engineering