Summary
Overview
Work History
Education
Skills
Certification
Additional Information
Personal Information
Volunteer Experience
Dance
Languages
Timeline
Generic

Catalina Santos

Ontario,CA

Summary

With over two decades at Ginkgo's in Pomona, CA, An excelled as an Insurance Agent, enhancing customer satisfaction and sales through expert policy knowledge and outstanding customer service. The achievements include a significant increase in sales through strategic policy explanations and optimizations. A licensed agent, adeptly balance sales acumen with interpersonal skills to meet client needs.

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. Experienced Clerk with exceptional typing and data entry abilities and results-driven nature. Knowledgeable about logging daily information, researching variances and maintaining thorough records. Accuracy-driven, service-oriented and diligent about completing tasks with little supervision.

Overview

23
23
years of professional experience
1
1
Certification

Work History

Insurance Agent

Ginkos
01.2002 - Current
  • With over two decades at Ginkos in Pomona, CA, I have excelled as an Insurance Agent, enhancing customer satisfaction and sales through expert policy knowledge and outstanding customer service
  • My achievements include a significant increase in sales through strategic policy explanations and optimizations
  • A licensed agent, I adeptly balance sales acumen with interpersonal skills to meet client needs
  • Called on policyholders to deliver and explain policy, to analyze insurance program and suggest additions and changes and to change beneficiaries
  • Compiled reports detailing monthly sales activity along with customer feedback survey results
  • Explained features, advantages and disadvantages of various policies to promote sale of insurance plans.

Clerk

Our Lady of Guadalupe
02.2013 - 03.2018
  • Copied and sorted records of office activities and business transactions
  • Typed, formatted, and proofread outgoing correspondence and documents
  • Performed administrative tasks such as filing, photocopying, faxing, mailing, and scheduling appointments.

Education

Certification in Paralergal -

San Antonio College
Walnut, CA
06.2024

Certification in Tax Preparer -

San Antonio College
Walnut, CA
06.2023

Associate in Science (A.S.) in Business Administration - undefined

San Antonio College
06.2022

Skills

  • Customer Service
  • Quotes and sales
  • Policy Knowledge
  • Licensed Insurance Agent

Certification

  • Property and Casualty
  • Tax Preparer

Additional Information

  • Copied and sorted records of office activities and business transactions.
  • Typed, formatted, and proofread outgoing correspondence and documents.
  • Performed administrative tasks such as filing, photocopying, faxing, mailing, and scheduling appointments.

Personal Information

Title: Insurance Agent

Volunteer Experience

Clerk, Our Lady of Guadalupe, Ontario, CA, 02/01/13, 03/01/18

Dance

I love to dance salsa and cumbias

Languages

Spanish
Full Professional

Timeline

Clerk

Our Lady of Guadalupe
02.2013 - 03.2018

Insurance Agent

Ginkos
01.2002 - Current

Associate in Science (A.S.) in Business Administration - undefined

San Antonio College

Certification in Paralergal -

San Antonio College

Certification in Tax Preparer -

San Antonio College
Catalina Santos