Anthony Guzman
San Jose,CA
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Always happy to help!
Overview
6
6
years of professional experience
1
1
Certification
Work History
Licensed Insurance Agent
State Farm
07.2020 - 09.2023
- Improved client satisfaction by providing tailored insurance solutions and exceptional customer service.
- Increased policy sales by conducting thorough needs assessments and presenting suitable coverage options.
- Enhanced agency reputation through consistent provision of accurate, timely, and knowledgeable advice on insurance policies and regulations.
- Mentored junior staff members in sales techniques, product knowledge, and regulatory compliance to improve overall team performance.
Client Relations Specialist
Streamlined Real Estate Solutions
04.2019 - 01.2020
- Enhanced client satisfaction by addressing concerns and providing timely solutions to issues.
- Built strong relationships with clients through effective communication and consistent followup.
- Managed a diverse portfolio of clients, ensuring their needs were met and expectations exceeded.
- Developed tailored strategies for individual clients, resulting in increased customer loyalty and retention.
Service Representative
Silicon Valley Placements
11.2017 - 12.2018
- Previous Responsibilities: Client attraction and interaction, meticulous follow up and marketing, both acquisition of new business as well as maintenance of current accounts, daily fielding of in and outbound calls, meetings, and record keeping.
- Enhanced customer satisfaction by swiftly addressing and resolving service-related issues.
- Streamlined customer service processes for improved efficiency and reduced response times.
- Delivered outstanding support, assisting customers in navigating complex product offerings and services.
Education
Bachelor of Science - Marketing
San Francisco State University
San Francisco, CA12.2024
Skills
- Patient and kind with a welcoming demeanor
- Time management; functions well under pressure
- Tenacious yet Friendly, experienced with cold calling business leads, not easily discouraged
- Strong technical understanding of Office 365 as well as Salesforce and other CRM
- Business prospecting, lead generation
- Open minded quick learner; absorbs content fully
Certification
- CA, Property and Casualty Insurance
- NV, Property and Casualty Insurance
- AZ, Property and Casualty Insurance
- CA, Life and Health Insurance
- NV, Life and Health Insurance
- AZ, Life and Health Insurance
Communication Skills
Detail Oriented with strong communication skills. Able to quickly establish rapport and relationships with both clients and colleagues. Goal directed and enthusiastic about identifying new opportunities.
References
Available upon request
Timeline
Licensed Insurance Agent
State Farm
07.2020 - 09.2023
Client Relations Specialist
Streamlined Real Estate Solutions
04.2019 - 01.2020
Service Representative
Silicon Valley Placements
11.2017 - 12.2018
Bachelor of Science - Marketing
San Francisco State University