Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
15
15
years of professional experience
Work History
Insurance Agent
USAA
08.2014 - Current
Built strong relationships with clients through consistent communication and excellent customer service.
Responded to customer calls swiftly to resolve issues and answer questions.
Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
Maintained high standards of customer service by building relationships with clients.
Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
Cross-sold insurance products to existing clients to reach sales targets.
Prepared and reviewed insurance applications to verify compliance with regulations.
Built relationships with clients using active listening and issue resolution to provide excellent service.
Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
Developed comprehensive knowledge of various insurance products, enabling effective recommendations for clients'' unique situations.
Monitored customer feedback and identified areas of improvement.
Conducted annual reviews of existing policies to update information.
Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
Collected premiums on or before effective date of coverage.
Finalized sales and collected necessary deposits.
Calculated premiums and established payment methods for sales.
Analyzed customer needs to provide customized insurance solutions.
Childcare Provider
Benevilla
03.2010 - 08.2014
Developed strong relationships with families, providing regular updates on child progress and establishing trust.
Sanitized dishes, tabletops, toys, and frequently touched surfaces to prevent spreading of germs.
Developed age-appropriate activities and crafts to engage children.
Maintained clean facilities by following sanitation protocols, ensuring a healthy environment for all children.
Facilitated learning through play, stories and outdoor activities for successful child outcomes.
Supported emotional well-being by addressing individual needs and providing a nurturing environment for growth.
Managed behavior issues effectively using positive reinforcement techniques, fostering a respectful atmosphere within the childcare setting..
Managed behavior issues effectively using positive reinforcement techniques, fostering a respectful atmosphere within the childcare setting.
Ensured child safety through vigilant supervision, maintaining proper ratios during indoor and outdoor activities.
Provided emotional support and guidance to children during difficult times.
Assisted children in developing fine motor skills through play-based learning activities such as puzzles and stacking blocks.
Applied positive behavior management techniques to enhance social interactions and emotional development.
Communicated regularly with parents regarding their child''s achievements or concerns while offering guidance on home-based support strategies.
Customer Service Representative
Check Into Cash
05.2009 - 03.2010
Handled customer inquiries and suggestions courteously and professionally.
Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
Education
High School Diploma -
Westview High School
Avondale, AZ
No Degree - General Studies
Maricopa Community Colleges - Estrella Mountain Community College
Avondale, AZ
Skills
Customer Service
Licensed Insurance Agent
Professionalism and Ethics
Quotes and sales
Client Relations
Asset Protection
Financial Needs Assessment
Regulatory Requirements
Licensing Requirements
Call Center Customer Service
Billing Procedures
Administrative Functions
Customer Engagement
Customer Complaint Resolution
Property and Casualty Insurance
Critical Thinking
Data Entry
Relationship Building
Account Management
Client Retention
Languages
English
Timeline
Insurance Agent
USAA
08.2014 - Current
Childcare Provider
Benevilla
03.2010 - 08.2014
Customer Service Representative
Check Into Cash
05.2009 - 03.2010
High School Diploma -
Westview High School
No Degree - General Studies
Maricopa Community Colleges - Estrella Mountain Community College