Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Crystal Monic Soliz

Lamesa,TX

Summary

Proven expertise in insurance products, service and customer needs. Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day. Identifies and resolves concerns while promoting new products and meeting sales objectives.

Overview

20
20
years of professional experience
1
1
Certification

Work History

Insurance Agent

American National Insurance Company
Lubbock , Texas
02.2015 - Current
  • Developed and implemented comprehensive insurance plans for clients according to their individual needs.
  • Educated customers on the importance of maintaining adequate insurance coverage.
  • Ensured compliance with applicable laws, regulations, and company policies while selling insurance products.
  • Resolved customer complaints in a timely manner to maintain high satisfaction levels.
  • Developed relationships with new clients through cold calling and referrals from existing customers.
  • Scheduled meetings with prospective clients to discuss available products and services.
  • Explained complex technical terms related to insurance plans in simple language for easy understanding.
  • Processed payments received from clients promptly according to established procedures.

Salon Owner/Operator

Sunsations
Lamesa , Texas
11.2004 - Current
  • Maintained salon finances, including budgeting, and bookkeeping.
  • Demonstrated knowledge of anatomy and physiology to determine appropriate massage techniques for each client's needs.

Office Manager

Dawson County Emergency Services
Lamesa , TX
11.2004 - 09.2014
  • Processed payroll accurately ensuring all employees were paid on time.
  • Managed front desk operations including greeting visitors, answering questions or directing them to appropriate personnel.
  • Maintained impeccable office organization to support efficiency, professionalism and performance objectives.
  • Handled scheduling and managed timely and effective allocation of resources and calendars.

Secretary

Cochran County EMS
Morton , TX
06.2004 - 11.2004
  • Greeted visitors in a professional manner and directed them to appropriate personnel or offices.
  • Answered incoming phone calls, responded to inquiries and transferred calls as needed.
  • Maintained filing systems for confidential documents; organized files for easy retrieval of information when requested.

Education

Some College (No Degree) - Accounting

South Plains College
Levelland, TX

High School Diploma -

Morton High School
Morton, TX
05-2003

Skills

  • Customer Service
  • Client Retention
  • Client Relations
  • Account Management
  • Risk Mitigation
  • Computer and Microsoft Office Skills
  • Multitasking
  • Leadership competency

Certification

  • Life Insurance License no. 1990554
  • Licensed Massage Therapist (MT045893)

Languages

English
Native/ Bilingual
Spanish
Professional

Timeline

Insurance Agent

American National Insurance Company
02.2015 - Current

Salon Owner/Operator

Sunsations
11.2004 - Current

Office Manager

Dawson County Emergency Services
11.2004 - 09.2014

Secretary

Cochran County EMS
06.2004 - 11.2004
  • Life Insurance License no. 1990554
  • Licensed Massage Therapist (MT045893)

Some College (No Degree) - Accounting

South Plains College

High School Diploma -

Morton High School
Crystal Monic Soliz