Daniela Varela-Nava
El Monte,CA
Summary
Highly-motivated with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Insurance Agent
Veronicas Insurance
El Monte, CA
12.2016 - Current
- Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
- Delivered individualized support and broad knowledge of company products to bring targeted services to individuals with varying needs.
- Maintained up-to-date knowledge of industry trends and regulations.
- Conducted market research to identify competitive rates for clients.
- Called or emailed lapsed clients to inquire about continuing needs.
- Researched insurance plans to find good options for clients' needs.
- Monitored the performance of existing accounts, including renewals and cancellations.
- Educated customers on the importance of maintaining adequate insurance coverage.
- Sought out new clients and developed clientele by networking to find new customers.
- Developed appropriate quotes based on risk information.
- Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
- Pursued new clients through various marketing strategies to grow existing portfolio of policyholders.
- Provided customers with information regarding plan features, pricing, and availability.
- Conducted telephone appointments with prospective clients to build rapport and sell insurance services.
Shift Manager
TacoNazo
El Monte, CA
01.2013 - 10.2016
- Managed scheduling, payroll, and time off requests for team members.
- Trained and mentored new cashiers to maximize performance with skilled, efficient and knowledgeable team members.
- Identified discrepancies between actual sales figures and expected totals.
- Greeted customers promptly and responded to questions.
- Counted and balanced cashier drawers.
- Resolved discrepancies between POS system and physical money amounts in drawers at end of shift.
- Completed paperwork related to personnel actions including hiring, terminations, transfers.
- Delegated work to staff, setting priorities and goals.
Education
Diploma - Criminal Justice
Everest College - City of Industry
La Puente, CA06-2012
High School Diploma -
El Monte High School
El Monte, CA06-2011
Skills
- CRM Software
- POS Systems
- ITC System
- Critical Thinker
- Client Relations
- Account Management
- Upselling
- Marketing Strategies
- Customer Service
- Reliable and Responsible
- Bilingual
- Microsoft Office
- Data Management
- Leadership
- Team Player
Languages
Spanish
Native/ Bilingual
Certification
- Insurance Personal Lines License Certified
Timeline
Insurance Agent
Veronicas Insurance
12.2016 - Current
Shift Manager
TacoNazo
01.2013 - 10.2016
Diploma - Criminal Justice
Everest College - City of Industry
High School Diploma -
El Monte High School
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