Citlaly Vidaca
Stockton,CA
Summary
Passionate about Insurance services! looking to expand my career & knowledge as a Insurance professional with solid background in policy management and client relations. Known for effectively addressing client needs and improving service efficiency. Team member focused on achieving organizational and company goals . Expertise policy administration, with proactive and reliable approach to help others understanding insurance.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Insurance Agent
New York Life Insurance Co
03.2024 - Current
- Built strong relationships with clients through consistent communication and excellent customer service.
- Conducted thorough risk assessments to recommend appropriate life insurance products tailored to individual needs.
- Developed strong relationships with clients, ensuring trust and loyalty in their life insurance decisions.
Underwriting Assistant
CV Insurance Services Agency
11.2022 - 11.2023
- Reviewed policy documents for completeness and accuracy before submission, minimizing the need for revisions or cancellations due to errors.
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
- Maintained detailed records of customer interactions, ensuring proper follow-up and resolution of issues.
- Addressed customer inquiries to ensure satisfaction and positive service experience.
- Developed expertise in various lines of business including property, casualty, life, health, and specialty insurance products to better serve a wide range of client needs.
Manager
Rv Farms
06.2017 - 11.2022
- Oversaw payroll functions, ensuring accuracy and timely.
- Managed day-to-day business operations.
- Hired trained, and managed a high-performing team of employees dedicated to achieving company goals.
- Managed employee relations, investigating and resolving conflicts to maintain a positive work environment.
- Maintained overall safe work environment with employee training programs and enforcement of safety procedures.
- Updated daily transaction records to assist with payroll and billing.
- Accomplished multiple tasks within established timeframes.
Education
Business Administration
San Joaquin Delta College
Stockton, CASkills
- Customer Service
- Policy Knowledge
- Property, Casualty & Life Insurance
- Customer Billing
- Insurance Practices
- Underwriting support
- Multitasking
- Time Management
Certification
- Life and Health Insurance License - California Department of Insurance.
Languages
Spanish
Native or Bilingual
Timeline
Insurance Agent
New York Life Insurance Co
03.2024 - Current
Underwriting Assistant
CV Insurance Services Agency
11.2022 - 11.2023
Manager
Rv Farms
06.2017 - 11.2022
Business Administration
San Joaquin Delta College
Similar Profiles
Sheena A. SmithSheena A. Smith
Financial Services Professional at New York Life Securities/ New York Life InsuranceFinancial Services Professional at New York Life Securities/ New York Life Insurance
Rajeev SharmaRajeev Sharma
In House Lawyer and Independent Lawyer at Aviva India Ltd. Max New York Life Insurance Co. Ltd. and PNB MetLife Insurance Company Ltd.In House Lawyer and Independent Lawyer at Aviva India Ltd. Max New York Life Insurance Co. Ltd. and PNB MetLife Insurance Company Ltd.
GERRIAH PIGGEEGERRIAH PIGGEE
Absence Management Specialist at New York Life Insurance GroupAbsence Management Specialist at New York Life Insurance Group
TULSI PATELTULSI PATEL
Account Associate at New York Life Insurance CompanyAccount Associate at New York Life Insurance Company
LEESHAWN HAYTERLEESHAWN HAYTER
Crew Member at The Habit Burger GrillCrew Member at The Habit Burger Grill