Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Brianna Hernandez

Oceanside,CA

Summary

Licensed Insurance Agent with 15 months of Insurance experience and 6 years of customer service experience. I started my Insurance career with Fred Loya Insurance and since then have been motivated by my results, eager to achieve more. Due to this motivation, I obtained my Property and Casualty license independently. Currently working towards my goal of finding a company I can settle down and grow with.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Licensed Insurance Agent

Freeway Insurance Agency
Oceanside, CA
09.2023 - Current
  • Conducted customer needs assessments to identify appropriate coverage levels and options.
  • Advised clients on their insurance needs and coverage options based on individual requirements.
  • Processed policy changes, renewals, cancellations, claims and other related paperwork accurately and timely.
  • Provided assistance with billing inquiries, payment processing, and customer service issues.
  • Researched complex underwriting issues and provided solutions for customers' satisfaction.
  • Maintained accurate records of client information including contact details and policy changes.
  • Ensured compliance with all federal, state, local laws and regulations regarding insurance practices.
  • Performed routine follow-up calls to assess customer satisfaction with products and services.
  • Created and executed daily bank deposits.
  • Responded promptly to customer inquiries via telephone or email communication.

Customer Service Representative

Farmers Insurance Agency
Carlsbad, CA
06.2023 - 09.2023
  • Prepared detailed documentation for underwriting purposes.
  • Interpreted results from automated underwriting systems.
  • Reviewed customer complaints related to underwriting decisions.
  • Collaborated with other departments to identify root causes of systemic problems.
  • Provided detailed information about products and services to clients.
  • Assisted customers in making decisions about products or services offered by the company.
  • Maintained accurate records of all customer interactions and transactions.
  • Resolved customer complaints promptly and efficiently.
  • Developed and implemented strategies to build strong customer relationships with clients.

Customer Service Representative/Sales Agent

Fred Loya Insurance
Oceanside, CA
12.2022 - 06.2023
  • Assisted clients in selecting appropriate coverage options for their needs.
  • Analyzed customer feedback to improve sales strategies and tactics.
  • Processed applications and paperwork related to policy issuance or renewal.
  • Resolved customer inquiries and complaints in a timely manner.
  • Counted and balanced cash drawer at the beginning and end of shift.
  • Performed daily deposits in accordance with bank policies and procedures.
  • Processed customer payments by cash or credit card accurately and efficiently.

Receptionist/Assistant Manager

Sydnee's Pet Grooming
San Marcos, CA
01.2020 - 01.2022
  • Scheduled appointments for clients and ensured accuracy of information.
  • Maintained a neat, organized reception area.
  • Assisted with mail sorting and distribution.
  • Managed incoming and outgoing mail, courier services, faxes and other correspondence.
  • Performed data entry into computer systems to maintain accurate records of customer information.
  • Counted and balanced cash drawer at the beginning and end of shift.
  • Created and executed daily bank deposits.
  • Assigned tasks to appropriate personnel based on their skill level and availability.
  • Developed processes for tracking inventory levels more efficiently.
  • Handled customer complaints professionally and efficiently.
  • Managed appointment reminders via phone calls or text messages.

Crew Member

McDonald's
Oceanside, CA
02.2019 - 01.2020
  • Performed cashier duties such as taking orders, collecting payments and providing change.
  • Restocked kitchen supplies including food products and utensils.
  • Cleaned restaurant area by sweeping floors, wiping tables and emptying trash receptacles.
  • Followed all safety guidelines while operating equipment such as slicers, fryers and ovens.
  • Greeted customers upon arrival, provided menus and answered questions regarding menu items.
  • Prepared beverages such as coffee drinks, smoothies and milkshakes according to company standards.
  • Completed opening and closing tasks such as setting up workstations, cleaning surfaces and restocking supplies.

Front Line Crew Member

Panda Express
Oceanside, CA
05.2018 - 02.2019
  • Counted and balanced cash drawer at the beginning and end of shift.
  • Assisted with orders and food preparation.
  • Maintained records of all food safety audits, corrective action plans, and other documentation related to food safety.
  • Monitored food temperatures to maintain food safety.
  • Coordinated catering services for events.

Education

High School Diploma -

Vista Focus
Vista
07-2018

Skills

  • Client Account Management
  • Sales strategy development
  • Client Relationship Management
  • Customer Service
  • Policy writing
  • Negotiation
  • Fast Learner
  • Communication
  • Computer Skills
  • Bilingual
  • Team player

Certification

  • Property and Casualty

Languages

English
Native/ Bilingual
Spanish
Native/ Bilingual

Timeline

Licensed Insurance Agent

Freeway Insurance Agency
09.2023 - Current

Customer Service Representative

Farmers Insurance Agency
06.2023 - 09.2023

Customer Service Representative/Sales Agent

Fred Loya Insurance
12.2022 - 06.2023

Receptionist/Assistant Manager

Sydnee's Pet Grooming
01.2020 - 01.2022

Crew Member

McDonald's
02.2019 - 01.2020

Front Line Crew Member

Panda Express
05.2018 - 02.2019

High School Diploma -

Vista Focus

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Brianna Hernandez