Elyanna Lozano
Magnolia,TX
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
9
9
years of professional experience
Work History
Insurance Agent
EPIC Agency
01.2021 - Current
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Maintained high standards of customer service by building relationships with clients.
- Cross-sold insurance products to existing clients to reach sales targets.
- Utilized CRM software to manage client relationships.
- Educated clients on insurance policies and procedures.
- Met with customers to provide information about available products and policies.
- Analyzed customer needs to provide customized insurance solutions.
Real Estate Agent
East Texas Preferred Properties
08.2020 - 09.2023
- Managed contracts, negotiations, and all aspects of sales to finalize purchases and exceed customer expectations.
- Negotiated, facilitated, and managed real estate transactions.
- Communicated with clients to understand property needs and preferences.
- Maintained connections with clients to encourage repeat business and referrals.
- Educated clients looking to sell or buy on current market conditions, legal requirements, pricing, and mortgages.
- Prepared and presented contracts and other legal documents to clients.
- Negotiated contracts with buyers and sellers to maximize customer savings.
Sales Associate/Bookkeeping Assistant
Adams Furniture & Appliance
Longview, TX
06.2015 - 08.2020
- Helped customers locate products and checked store system for merchandise at other sites.
- Rotated stock and restocked shelves to maintain product availability and store appearance.
- Managed returns, exchanges and refunds in accordance with store policy.
- Prepared merchandise for sales floor by pricing or tagging.
- Managed invoices, payments and deposits, maintaining accurate expenditure records.
- Generated financial reports and summaries for management review.
- Reconciled bank statements and credit card accounts for accuracy and completeness.
- Maintained inventory of office supplies and placed orders.
- Inspected account books and recorded transactions.
- Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
- Managed efficient cash register operations.
- Maintained payroll information by calculating, collecting, and entering data.
- Issued paychecks on designated pay dates to avoid employee dissatisfaction.
- Prepared vendor invoices and processed incoming payments.
Education
Texas License - Real Estate
Kilgore College
Longview, TX08.2018
High School Diploma -
Longview High School
Longview, TX08.2005
Skills
- Client Relations
- Customer Service
- Customer Follow-Up
- CRM Software
- Quotes and Sales
- Licensed Insurance Agent
- Negotiation Abilities
- Problem Solving
- Adaptability and Flexibility
- Data Entry Accuracy
- Professionalism and Ethics
- QuickBooks Knowledge
Languages
Spanish
Native or Bilingual
Timeline
Insurance Agent
EPIC Agency
01.2021 - Current
Real Estate Agent
East Texas Preferred Properties
08.2020 - 09.2023
Sales Associate/Bookkeeping Assistant
Adams Furniture & Appliance
06.2015 - 08.2020
Texas License - Real Estate
Kilgore College
High School Diploma -
Longview High School
Similar Profiles
Kayla QuinnKayla Quinn
Marketing Intern at EPIC AgencyMarketing Intern at EPIC Agency
Alma ResendizAlma Resendiz
Catering Associate at Epic/agencyCatering Associate at Epic/agency
Jessica BurkhartJessica Burkhart
Chief Marketing Officer at SCP Agency/Epic BDCChief Marketing Officer at SCP Agency/Epic BDC