Dedicated and adaptable professional with a proactive attitude, strong work ethic, and effective communication skills. Eager to contribute to a dynamic team and support organizational goals.
Overview
11
11
years of professional experience
Work History
Owner
Dean CPR Services
Bakersfield, CA
05.2018 - Current
Started CPR company in 2018 and successfully managed operations for five years, offering certification services to various organizations. Followed official American Heart Association Manuals to deliver knowledgeable and relevant training to class participants. Ensured provision of suitable safety equipment to participants in all activities.
Maintained records of student attendance, grades and other pertinent information.
Organized community outreach events to promote CPR awareness among local residents.
Scheduled classes, coordinated instructor assignments, and managed program resources efficiently.
Facilitated group discussions promoting critical thinking on emergency medical care topics.
Managed administrative tasks including supply orders, report preparation, and paperwork completion.
Collaborated with colleagues to create innovative CPR teaching methods.
Provided timely responses to inquiries about available courses from potential students.
Provided ongoing feedback on student progress in courses, highlighting areas for improvement.
Designed and delivered comprehensive CPR lectures to clearly communicate course content.
Insurance Specialist
State Farm
Bakersfield
11.2018 - 05.2021
Conducted periodic audits of policy documents to ensure accuracy of information maintained.
Evaluated customer applications and determined eligibility for coverage based on established criteria.
Maintained accurate records of all transactions related to insurance policies.
Reviewed insurance policies to ensure compliance with existing regulations.
Assisted in the development of new products, services, and procedures to meet customer needs.
Participated in training programs designed to enhance knowledge base in areas such as underwriting, sales, product development.
Ensured that customer data was kept confidential at all times in accordance with applicable laws and regulations.
Responded promptly to customer inquiries about their policies and provided timely updates as needed.
Identified areas of potential fraud or abuse in claims processing activities.
Developed and implemented strategies for reducing risk exposures and maximizing profitability.
Facilitated dispute resolution between customers and insurance providers when necessary.
Provided guidance to customers regarding available insurance plans and their benefits and limitations.
Fostered relationships with customers to expand customer base and retain business.
Closed sales on new policies by presenting insurance options to customers accurately and efficiently.
Managed denials, late payments, extensions and other special circumstances by following up with relevant parties.
Resolved routine and complex issues by performing detailed research.
Engaged customers and provided high level of service by carefully explaining details about documents.
Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
Responded to customer inquiries and problems to promote great service.
Conducted telephone appointments with prospective clients to build rapport and sell insurance services.
Explained coverage options to potential policyholders, answering questions or concerns.
Sought out new clients and developed clientele by networking to find new customers.
Met with division leaders and consultants to discuss strategies to increase sales.
Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
Interviewed prospective clients to obtain data about financial resources and needs.
Contacted underwriters and submitted forms to obtain binder coverage.
Developed appropriate quotes based on risk information.
Strategized long-term business objectives by assessing customer feedback for direction on process improvements.
Used mailings and phone solicitation and made presentations to groups at company-sponsored gatherings to gain new clientele.
Monitored clients' insurance coverages to ensure changing needs were met.
Facilitated continuing service by processing changes in beneficiaries and analyzing policy loan applications.
Assistant Community Manager
Hall Ambulance Service, Local High Ambulance Service
Bakersfield, CA
01.2014 - 04.2018
Joined organization in 1994, fulfilling various duties such as non emergency transport and emergency medical communications. Promoted from online dispatch to Reports manager then appointed as Interim Communications Manager. Instrumental in the implementation of county and national compliance reporting.
Obtained Basic Life Support CPR Instructor certification, assisting employees and the public in maintaining their certifications.
Collaborated with the Communications Manager to achieve accreditation as a Center of Excellence by the International Academy of Emergency Dispatch. Maintained monthly reports on 20 Points of Accreditations and prepared re-accreditation documents.
Education
Some College (No Degree) - Emergency Medical Technology
Bakersfield College
Bakersfield, CA
Skills
Business Management
Administrative Oversight
Regulatory Compliance
Team Oversight
Relationship Building
Verbal and written communication
Staff Management
Customer Relations
Marketing
Strategic Planning
Program creation and implementation
Hiring and staffing
Operations Management
Employee Development
Regulatory compliance understanding
Documentation abilities
Claims Management
Policy Renewals
CRM Software
Customer Service
Client Retention
Customer follow-up
Client Relations
New Client Acquisition
Client Account Management
Life Insurance
Policy adjustment knowledge
Asset protection expertise
Email Marketing
Accomplishments
As a member of NAWBO (National Associations of Women Business Owners), I held multiple positions on the local and state boards. Served as an active member of Bakersfield Republican Women, Federated. Volunteered on many subcommittees in our community. Maintaining my Emergency Medical Dispatch Quality Assurance certification for many years. A 20-year veteran of the EMT profession. Participate in a variety of non-profit organizations in the local area.
Timeline
Insurance Specialist
State Farm
11.2018 - 05.2021
Owner
Dean CPR Services
05.2018 - Current
Assistant Community Manager
Hall Ambulance Service, Local High Ambulance Service
01.2014 - 04.2018
Some College (No Degree) - Emergency Medical Technology
Bakersfield College
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