Beatriz Pino
Garden Grove,Ca
Summary
As a hardworking and dependable individual with strong knowledge and skills in sales, customer service and data entry. I am currently searching for an opportunity to grow with a reputable and respectful company. I motivated to learn what is needed to achieve the work at hand. I have had the honor to work with a great State Farm agent over the past 11 years and now motivated to take this next step to grow for me and my family.
professional with many years of experience generating sales and serving customers. Seasoned professional with expertise in attracting new business and propelling relationships with current accounts. Consistently achieved sales goals using proven sales techniques and customer service skills.
Overview
24
24
years of professional experience
Work History
Sales
Ryan Stevens State Farm Agency
Irvine, CA
06.2008 - Current
- Selling and servicing Personal, Commercial, Life and Bank products
- Provided accurate information about products, prices and services.
- Developed promotional strategies to increase sales volume.
- Generated leads through cold calling activities targeting potential customers in assigned territories.
- Negotiated with clients on premiums and payment terms as necessary while ensuring compliance with state regulations.
- Assisted customers in filing claims after accidents or other incidents that require coverage under an insurance policy.
- Prepared presentations outlining company services and benefits for prospective customers.
- Collaborated with colleagues to identify new business opportunities within the local community.
- Attended networking events to increase visibility of the company's products and services.
Sales/Personal Lines Account Manager
Pacific Lighthouse Insurance
Orange, California
01.2008 - 03.2020
- Selling and servicing Personal, Commercial, Life and Bank products
Event Coordinator
James Event Production Inc.
Anaheim, California
09.2000 - 06.2016
- SUPERVISED COMPANIES EVENTS
- Supervised staff members responsible for registration desk setup and management during events.
- Collaborated with clients to identify their goals and expectations from the event.
- Resolved unexpected issues and emergencies during events, maintaining poise and ensuring participant satisfaction.
- Managed on-site event staff and volunteers, providing training and supervision to ensure high levels of service.
Personal lines Insurance Agent
Abe Rader Insurance Agency
Orange, California
04.2001 - 06.2008
- Selling and servicing Personal Insurance
- Advised clients on risk management strategies that can help reduce their overall costs.
- Reviewed applications for accuracy prior to submitting them for approval.
- Filed claims with insurance companies on behalf of the customers.
- Attended regular meetings with other agents or brokers to discuss current trends in the industry.
- Resolved client complaints in a timely manner.
- Rewrote and reinstated insurance policies, following underwriting and business rules.
Education
Insurance
Mike Russ Financial Training Center
Anaheim, CA01.2006
Business
Fullerton JC College
Fullerton01.2004
High School Diploma -
Magnolia High School
01.2000
Skills
- Management
- Problem solving
- Efficiency
- Time management
- Sales
- Insurance sales
- Cold calling
- Marketing
- Fundraising
- Communication
- Positive attitude
- Working with diverse backgrounds
- Verbal communication
- English language
- Spanish language
- Written communication
- Transcription
- Teamwork
- Customer Support
- Account Management
- Problem-Solving
- CRM Systems
- Claims Evaluation
- Payment Processing
- Call Management
- Customer Needs Assessment
- Upselling
- Written and oral communication skills
- Cash Handling
Otherskills
Problem solver who quickly grasps complex situation and turns them into a manageable task. Very efficient under extreme pressure and deadlines. Proven ability to understand and follow complex instructions to a successful solution. Many years of experience successfully managing and organizing person time and workload., I have been in the Insurance business for 19 years selling insurance by pivoting, cold calls, busines walks, marketing and fundraisers. Have advise and served clients with insurance needs by simplifying insurance information and coverage., Consistently maintaining a positive attitude and enjoy helping people. Articulate and very effective working with people of different backgrounds and temperaments. Accurately record, remember, and verbally communicate detailed Information. Excellent command of the English and Spanish language with strong written and transcription skill. Team player to produce and deliver required work.
References
- Daniel Barrett, James Event Productions, 714-423-2991
- Alex Zavala, State Farm Insurance, 714-251-0229
Volunteer Experience
- Coached Basketball for High School 2000-2002
- Catchiest@ Christ Cathedral Catholic Church- 2013-2105
Timeline
Sales
Ryan Stevens State Farm Agency
06.2008 - Current
Sales/Personal Lines Account Manager
Pacific Lighthouse Insurance
01.2008 - 03.2020
Personal lines Insurance Agent
Abe Rader Insurance Agency
04.2001 - 06.2008
Event Coordinator
James Event Production Inc.
09.2000 - 06.2016
Insurance
Mike Russ Financial Training Center
Business
Fullerton JC College
High School Diploma -
Magnolia High School