Excellent communicator and dependable team player with strong understanding of insurance industry. Adept at building relationships with clients, brokers and other stakeholders while delivering outstanding service. Highly organized and detail-oriented with strong ability to identify potential risks and develop solutions.
Accountable Insurance Representative with excellent client management and insurance plan promotion. Highly effective juggler of multiple competing responsibilities simultaneously. Proven history of exceptional time management and customer service.
Personable and dedicated with knack for understanding client needs and delivering tailored solutions. Possesses foundational knowledge in risk assessment and policy management, coupled with strong communication and organizational skills. Committed to providing exceptional service that enhances customer satisfaction and builds lasting relationships.
Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.
Overview
13
13
years of professional experience
4
4
years of post-secondary education
1
1
Language
Work History
Insurance Agent
Land Home Financial Services, Inc
09.2020 - Current
Maintained high standards of customer service by building relationships with clients.
Identified potential risks in client businesses and recommended appropriate insurance coverage.
Responded to customer calls swiftly to resolve issues and answer questions.
Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
Collaborated with underwriters to assess risk and determine appropriate coverage options for clients.
Assistant Ranch Manager
Arturo Saldana Training Center
04.2018 - Current
Performed repairs and preventive maintenance on equipment and property.
Maintained comprehensive records of livestock health, breeding, and sales transactions for accurate reporting.
Supervised safety procedures during horse rides and interactions to provide safe and enjoyable ranch stays for guests.
Tailor lesson to meet individual learning needs and build confidence in a supportive environment.
Teach foundational skills, including ground work, grooming, and basic riding techniques.
Restaurant Waiter
Mi Pueblo Restaurant
01.2018 - 01.2020
Partnered with colleagues during high-demand periods to enhance operational efficiency and guest satisfaction.
Demonstrated strong multitasking skills by managing multiple tables simultaneously without compromising service quality.
Shared knowledge of menu items and flavors, enabling customers to make personal decisions based on taste and interest.
Maintained order efficiency and accuracy through clear communication with kitchen staff, earning numerous recommendations from satisfied customers.
Displayed enthusiasm and promoted excellent service to customers, successfully increasing referrals, and walk-in business.
Produce Delivery Driver
Sonoma Organics
02.2018 - 09.2019
Established strong relationships with clients through courteous service and prompt communication.
Upheld food safety standards throughout the entire delivery process, from loading to unloading, ensuring compliance with regulations and company guidelines.
Supported internal communication efforts by keeping dispatchers informed of any unexpected delays or issues encountered during deliveries.
Exhibited exceptional time management skills when balancing daily route requirements with customer preferences for delivery windows.
Assisted in inventory management by accurately documenting delivered items and reporting any discrepancies promptly.
Restaurant Waiter
Mi Pueblo Restaurant
01.2018 - 02.2019
Maximized customer satisfaction by promptly serving food and beverages with attentive care.
Maintained a clean and orderly dining area for an enjoyable guest experience.
Performed opening and closing duties, ensuring the dining area was prepared for seamless service transitions.
Demonstrated strong multitasking skills by managing multiple tables simultaneously without compromising service quality.
Worked with POS system to place orders, manage bills, and handle complimentary items.
Cultivated warm relationships with regular customers.
Driver, Warehouse Orders
UPS
11.2017 - 01.2018
Maintained safe driving records by strictly following traffic rules and regulations.
Collaborated with warehouse staff for efficient loading and unloading of cargo, minimizing delays in the supply chain process.
Resolved any discrepancies between actual stock and inventory records, ensuring the accuracy of warehouse data.
Obtained signatures upon delivery completion, confirming receipt of goods by customers in a timely manner.
Successfully avoided time delivery delays by carefully planning best routes.
Drove truck in urban and rural areas to expertly make high volume of deliveries.
Auto Insurance Agent
Fred Loya Insurance Company
02.2015 - 11.2017
Developed strong relationships with clients, fostering trust and loyalty while promoting long-term business growth.
Maintained up-to-date knowledge of industry trends and regulations, ensuring compliance and effective communication of changes to clients.
Negotiated favorable settlements for clients involved in claims disputes, protecting their interests while minimizing financial losses.
Streamlined workflow by effectively prioritizing tasks according to urgency and impact on customer outcomes.
Negotiated contracts with clients to establish best coverage with lowest cost.
Restaurant Waiter
Hiro's - Petaluma
09.2013 - 08.2015
Managed multiple tables simultaneously while maintaining high levels of accuracy on order placement and delivery.
Enhanced customer satisfaction by providing attentive service and anticipating guest needs.
Maintained professional demeanor under pressure while managing challenging situations involving dissatisfied customers.
Supported fellow waitstaff through teamwork during busy times, sharing responsibilities as needed.
Utilized time management skills to prioritize tasks effectively during busy shifts, ensuring prompt attention to all guests'' needs.
Retail Sales Associate
Shiekh Shoes
09.2014 - 02.2015
Greeted customers and helped with product questions, selections, and purchases.
Helped customers complete purchases, locate items, and join reward programs.
Developed strong relationships with repeat clients, leading to increased loyalty and return visits.
Handled returns and exchanges professionally, resolving customer issues while adhering to company policies.
Consistently met personal sales goals through proactive engagement with customers and upselling techniques when appropriate.
Retail Associate
Nike Factory Store
06.2013 - 09.2014
Enhanced customer satisfaction by providing personalized assistance and product recommendations.
Provided excellent customer service, addressing inquiries and resolving issues swiftly.
Stocked merchandise, clearly labeling items, and arranging according to size or color.
Greeted customers, helped locate merchandise, and suggested suitable options.
Collaborated with team members to achieve daily sales goals and exceed performance targets.
Developed strong rapport with customers through active engagement and attentive listening, fostering loyalty and repeat business.
Advertising Operation Representative
The Press Democrat
07.2012 - 01.2014
Moved completed products from machines and onto conveyors, transferring to next work area for additional
processing.
Evaluated final products to verify compliance with work orders and detect defects.
Managed product staging to efficiently transfer items between receiving, storage and shipping locations.
Resolved conflicts and negotiated mutually beneficial agreements between parties.
Oversaw night shift operations to ensure efficient production and timely distribution of newspapers.
Monitored production processes to maintain quality standards and ensure all print materials were completed on schedule.
Education
No Degree - Business
Santa Rosa Junior College
Santa Rosa, CA
High School Diploma -
Petaluma High School
Petaluma, CA
08.2008 - 05.2012
Skills
Timeline
Insurance Agent
Land Home Financial Services, Inc
09.2020 - Current
Assistant Ranch Manager
Arturo Saldana Training Center
04.2018 - Current
Produce Delivery Driver
Sonoma Organics
02.2018 - 09.2019
Restaurant Waiter
Mi Pueblo Restaurant
01.2018 - 01.2020
Restaurant Waiter
Mi Pueblo Restaurant
01.2018 - 02.2019
Driver, Warehouse Orders
UPS
11.2017 - 01.2018
Auto Insurance Agent
Fred Loya Insurance Company
02.2015 - 11.2017
Retail Sales Associate
Shiekh Shoes
09.2014 - 02.2015
Restaurant Waiter
Hiro's - Petaluma
09.2013 - 08.2015
Retail Associate
Nike Factory Store
06.2013 - 09.2014
Advertising Operation Representative
The Press Democrat
07.2012 - 01.2014
High School Diploma -
Petaluma High School
08.2008 - 05.2012
No Degree - Business
Santa Rosa Junior College
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