Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Timeline
Generic

ALICIA ALMANZA

Dry Fork,VA

Summary

Detailed Client Service Associate known for having great organizational skills. Gifted at working with all types of customers. Looking for a new role where hard work and dedication will be highly valued.

Currently pursuing a Bachelors in Business Administration with a Concentration in Accounting.

Overview

16
16
years of professional experience
1
1
Certification

Work History

Customer Success Agent

Lava Automation
Portland, OR
08.2024 - Current
  • Provide customer onboarding and training to ensure successful product adoption.
  • Conduct regular check-ins with clients to ensure their needs are met.
  • Assist Virtual Assistants in learning insurance concepts and how to handle tasks.
  • Create training material for Virtual Assistants.
  • Write SOPs and assist Virtual Assistants in writing SOPs for their clients.

Insurance Agent

Sellers Insurance Agency
Danville, VA
08.2019 - 07.2024
  • Assisted clients with policy selection and provided in-depth consultation on coverage options.
  • Handled insurance policies proficiently and established lasting client bonds.

Insurance Agent

Foster Insurance Agency
Danville
09.2008 - 07.2019
  • Cultivated new business by offering education on coverages needed and explanations of what is covered on personal and commercial lines policies
  • Determined client needs and financial situations by listening and developing relationships with clients

Education

High School Diploma -

Dan River High School
Ringgold, VA
06.2002

BBA - Accounting

Strayer University
Washington, DC

Skills

  • Time Management
  • Verbal and Written Communication
  • CRM Software
  • Critical Thinking
  • Financial Needs Assessment
  • Service-Oriented
  • Policyholder Communication
  • Relationship Building
  • SOP & Content Writing

Certification

  • Insurance Producer License

Accomplishments

Graduated as Soldier of the Cycle in the U.S. Army

Timeline

Customer Success Agent

Lava Automation
08.2024 - Current

Insurance Agent

Sellers Insurance Agency
08.2019 - 07.2024

Insurance Agent

Foster Insurance Agency
09.2008 - 07.2019

High School Diploma -

Dan River High School

BBA - Accounting

Strayer University

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ALICIA ALMANZA