Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

David Benitez

Summary

Assistant Account Manager with a strategic and analytical approach to solving problems, client retention, and providing professional customer service. I am skilled in analyzing data and identifying client risk in order to ensure accurate and proper coverage.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Assistant Account Manager

HUB International
01.2023 - Current
  • Assist clients with service requests that may arise on a daily basis. (Fleet management, policy endorsements, and claim issues)
  • Analyze client data and logistics to formulate risk management procedures and place proper coverage.
  • Provide clients with Certificates/Evidences of Insurance along with any other required documentation.
  • Work directly with varies Carriers to ensure policy changes are handled in a timely manner and account information is accurately reflected.
  • Assist Account Managers and Producers in the writing of new accounts while also focusing on current client retention.
  • Provide assistance during the policy renewal process and help market existing coverages.

Assistant Manager

Lure Fish House
01.2021 - 01.2022
  • Assisted in organizing and overseeing assignments to drive operational excellence.
  • Completed regular inventory counts to verify stock levels, address discrepancies and forecast future needs.
  • Monitored cash intake and deposit records in order to increase accuracy and reduce discrepancies.
  • Mentored team members to enhance personnel development and accountability in the workplace.
  • Increased employee performance and job satisfaction to strengthen retention and engagement.

Server/Bartender

Lure Fish House
01.2017 - 01.2020
  • Displayed enthusiasm and promoted excellent service to customers, successfully increasing referrals and walk-in business.
  • Resolved guest and employee conflicts in order to maintain complete customer satisfaction and workforce effectiveness.
  • Upsold high-profit menu items and cocktails to enhance restaurant sales numbers.
  • Carried out opening, closing and shift change duties that maximized restaurant efficiency.
  • Maintained order efficiency and accuracy through clear communication, resulting in positive feedback from guests.

Sales Associate

Golfsmith
01.2014 - 01.2017
  • Used consultative sales techniques to understand customer needs and recommend relevant products and services.
  • Developed and delivered engaging sales presentations to convey products and benefits.
  • Generated brand awareness and positive product impressions to increase sales.
  • Logged reports, expenses, receipts, and sales in company database.
  • Answered customer's questions with up-to-date knowledge of products and stayed informed on news within the industry.
  • Identified and resolved complex issues by applying advanced analytical and troubleshooting strategies.

Education

Bachelor of Science - Business

California State University Channel Islands
Camarillo, CA
08-2022

Bachelor of Arts -

Ventura College
Ventura, CA
08-2019

Skills

  • Sales and Marketing
  • Operations Management
  • Verbal and Written Communication
  • Client Relations and Retention
  • Account Management
  • Leadership
  • Problem-solving
  • Data Analytics
  • Product demonstration
  • Competitive Analysis
  • Customer Service Expertise
  • Multitasking
  • Proficient in Microsoft Excel
  • Bilingual in Spanish

Certification

  • California Insurance License (Property and Casualty) - Issued 05/22/2023
  • WCIRB CompEssentials Certification - Issued 08/01/2023

Languages

English
Spanish

Timeline

Assistant Account Manager

HUB International
01.2023 - Current

Assistant Manager

Lure Fish House
01.2021 - 01.2022

Server/Bartender

Lure Fish House
01.2017 - 01.2020

Sales Associate

Golfsmith
01.2014 - 01.2017

Bachelor of Science - Business

California State University Channel Islands

Bachelor of Arts -

Ventura College

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