Fabiola Figueroa
Visalia,CA
Summary
Insightful Insurance Sales Agent bringing 2 years of insurance product and policy management expertise to growing organization. Focused and analytical with passion for client satisfaction and team goal achievement.
Overview
28
28
years of professional experience
1
1
Certification
Work History
Life Insurance Broker
California Life Insurance Agency
06.2019 - Current
- Maintained high standards of customer service by building relationships with clients.
- Provided coverage option information to assist clients in protecting assets.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Obtained underwriting approval by completing application for coverage.
Solar Consultant
Eco Planet Home
06.2019 - Current
- Give smooth and successful presentations at customer locations
- Produce quotes, proposals and contracts as part of sales process
- Prepared analyses of customer's current and projected electrical usage, demonstrating financial return on investment via new system introduction.
- Created sales and marketing tools, growing clientele and generating quality sales leads.
Appointment Setter
Jp Electric & Solar
08.2018 - 06.2019
- Acted as first point of contact and set appointments for prospective clients.
- Scheduled and confirmed appointments and meetings for senior management team.
- Made 100 phone calls daily to establish first contact with potential customers and set meetings with salespeople.
Customer Service Representative
Pacific Aire
11.2016 - 12.2017
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Answered customer telephone calls promptly to avoid on-hold wait times.
- Recommended products to customers, thoroughly explaining details.
- Trained new personnel regarding company operations, policies and services.
- Promoted available products and services to customers during service, account management and order calls.
CSR/Dispatcher
Mr Rooter Santa Barbara/Ventura Area
05.2015 - 10.2016
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Answered customer telephone calls promptly to avoid on-hold wait times.
- Directed dispatching, routing and tracking 10+ fleet vehicles.
- Received new orders, prepared documentation and assigned personnel.
- Maintained updated and detailed records of calls in physical and electronic database.
Manager of Business Development and Sales
Morales Produce
10.2010 - 01.2015
- Developed deep understanding of customer needs, priorities and pain points to deliver customized service.
- Collaborated with sales, marketing and other internal teams to meet shared goals.
- Resolved problems with high-profile customers to maintain relationships and increase return customer base.
- Encouraged cross-selling of additional products and services through relationship-building and acquired understanding of customer business needs.
Direct Care Staff Member
Normal Life of California
08.2011 - 10.2014
- Documented client progress and services performed, reporting changes in client condition to manager or supervisor.
- Cared for individuals or families during periods of illness or convalescence, providing companionship, personal care or help in adjusting to new lifestyles.
- Entertained or read aloud to patients to improve mental health and alertness.
- Assisted clients with daily living needs to maintain self-esteem and general wellness.
- Transported individuals to events and activities, medical appointments and shopping trips.
- Administered medication as directed by physician.
CNA
Durancare
03.2010 - 07.2010
- Answered call lights and supported patient comfort and safety by adjusting bed rails and equipment.
- Promoted good oral and personal hygiene by aiding patients with shaving, bathing and teeth brushing.
- Cared for residents in assisted living facility and delivered high-quality support to meet needs.
- Evaluated patients to identify and address wounds, behavioral concerns and medically relevant symptoms.
- Supported ambulation and physical therapy needs by conducting planned exercise routines.
- Offered immediate assistance in emergency and routine paging situations to evaluate needs and deliver care.
Medication Tech
Harbor Pointe Chalet
01.2009 - 02.2010
- Unpacked, sorted, counted and labeled all incoming medications to keep optimum inventory levels.
- Reviewed patient progress to document effects of any prescribed medication.
- Assisted with feeding and monitored intake to help patients achieve nutritional objectives.
- Explained treatment procedures, medications and diets to inform patient and patient's family of care and progress.
- Offered immediate assistance in emergency and routine paging situations to evaluate needs and deliver care.
- Turned and repositioned patients to prevent bedsores.
Marketing/Receptionist
Commercial Investigations
12.2006 - 11.2008
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
- Kept reception area clean and neat to give visitors positive first impression.
- Answered central telephone system and directed calls accordingly.
- Resolved customer problems and complaints.
- Managed multiple tasks and met time-sensitive deadlines.
- Provided clerical support to company employees by copying, faxing and filing documents.
- Kept records in CRM to maintain customer data.
Retail Assistant Manager
Kathy's Music
10.2001 - 11.2008
- Upheld company customer service standards to provide customers with outstanding service and friendly environment.
- Acted as in-store sales leader and maintained strong presence on floor to build relationships with customers, support and develop team and increase revenue.
- Handled customer service by dealing with complaints, organizing stock and answering customer questions.
- Maintained, cleaned and organized store to provide positive shopping experience for customers and inspiring workplace for team members.
- Trained employees in suggested selling and merchandising techniques to obtain sales quotas.
Education
GED -
Oxnard Adult School
Oxnard, CACNA Certification Vocational School Certificate - undefined
Medical Career Institute
11.2008
Skills
- Insurance Coverage Verification
- Continuity Management
- Providing Feedback
- Industry Trends
- Policy Renewals
- Administrative Support
- Email Marketing
- Building Customer Trust and Loyalty
- Spanish Interpreting
- Return on Investment
- Customer Satisfaction
Certification
- Life Agent- 3yrs
- Tax Preparer- Certified
- Health Agent- In Process
- Personal Lines- In Process
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
There is a powerful driving force inside every human being that, once unleashed, can make any vision, dream, or desire a reality.
Tony Robbins
Timeline
Life Insurance Broker
California Life Insurance Agency
06.2019 - Current
Solar Consultant
Eco Planet Home
06.2019 - Current
Appointment Setter
Jp Electric & Solar
08.2018 - 06.2019
Customer Service Representative
Pacific Aire
11.2016 - 12.2017
CSR/Dispatcher
Mr Rooter Santa Barbara/Ventura Area
05.2015 - 10.2016
Direct Care Staff Member
Normal Life of California
08.2011 - 10.2014
Manager of Business Development and Sales
Morales Produce
10.2010 - 01.2015
CNA
Durancare
03.2010 - 07.2010
Medication Tech
Harbor Pointe Chalet
01.2009 - 02.2010
Marketing/Receptionist
Commercial Investigations
12.2006 - 11.2008
Retail Assistant Manager
Kathy's Music
10.2001 - 11.2008
GED -
Oxnard Adult School
CNA Certification Vocational School Certificate - undefined
Medical Career Institute
- Life Agent- 3yrs
- Tax Preparer- In Training
- Health Agent- In Training
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