Gabriela Solano-Venegas
Escondido,CA
Summary
Results-oriented life insurance agent with a proven track record of providing tailored solutions to suit individual coverage needs. Demonstrates a comprehensive understanding of insurance policies and regulations, allowing for informed recommendations on appropriate protection options. Passionate about cultivating loyal customer relationships and ensuring organizational service quality.
Overview
31
31
years of professional experience
1
1
Certification
Work History
Life Insurance Agent
Primerica
04.2024 - Current
- Provided coverage option information to assist clients in protecting assets.
- Cultivated customer relationships to provide customized life insurance solutions tailored to individual needs.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Maintained high standards of customer service by building relationships with clients.
- Promoted products and services using upselling and other sales strategies.
- Built long-term relationships with clients by offering attentive service and ongoing support for their life insurance needs.
- Provided exceptional customer service by addressing concerns promptly and maintaining open lines of communication.
- Enhanced client understanding and satisfaction with detailed explanations of policy features and benefits.
- Streamlined the application process for clients, resulting in faster policy approvals and improved customer satisfaction.
- Delivered informative presentations to potential clients about the benefits of life insurance policies, generating interest and driving sales growth.
- Streamlined application process, reducing turnaround time for policy approvals.
- Established trust with prospective customers by providing accurate information about available policies and transparent pricing structures.
- Adapted communication style to meet diverse needs of clients, enhancing overall engagement.
Supervisor
Merry Maids
06.2022 - 02.2023
- Supervised and train maids:
- Use Merry Maids cleaning products and procedures to clean in customer homes
- Use provided equipment including vacuums and microfiber cleaning cloths
- Clean all surfaces in home, including fans, blinds, light fixtures, baseboards, fixtures, counters, showers, toilets, cabinets, and floors
- Ability to clean floors on hands and knees in kitchens and bathrooms
- Vacuum all stairs, carpet, hard surface floors and furniture
- Move all reasonably moveable furniture to clean under and behind
- Carry all cleaning products and equipment to and from office, vehicle, and customers' homes
- Assist in keeping supplies stocked and maintain equipment
- Oversaw daily operations of the department, ensuring smooth workflow and timely completion of tasks.
- Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows.
- Increased customer retention rates by implementing customer feedback into actionable improvements.
Professional Organizer
Bee Organize
10.2021 - 02.2022
- Declutter and downsize for a move
- Unpack and set up for new home
- Eliminate clutter throughout the house
- Streamline Kitchen and Pantry
- Organize and Declutter Closets
- Purge and Reset Bathrooms and Bedrooms
- Source preferred cause charities for donations
- Stage
Home Caregiver
IHSS
10.2016 - 11.2019
- Care for health and well-being
- Help with personal hygiene
- Assisting with meals and nutrition
- Grooming
- Help with mobility
- Home maintenance and basic housekeeping
- Transportation
- Maintained a safe and clean environment for patients, reducing risks and ensuring optimal health outcomes.
- Engaged patients in meaningful conversation, socialization, and activity while providing personal care assistance.
- Provided safe mobility support to help patients move around personal and public spaces.
- Turned and positioned bedbound patients to prevent bedsores and maintain comfort levels.
- Recognized and reported abnormalities or changes in patients' health status to case manager.
- Assisted with feeding and monitored intake to help patients achieve nutritional objectives.
- Prioritized patient dignity, privacy, and autonomy during all aspects of care provision.
- Monitored client vital signs, administered medications, and tracked behaviors to keep healthcare supervisor well-informed.
- Maintained clean personal areas and prepared healthy meals to support client nutritional needs.
- Enhanced patient comfort by providing compassionate and attentive care, addressing individual needs and preferences.
- Supported clients with mental support and physical activities to accomplish quality of life and sustain needs.
- Assisted clients with daily living needs to maintain self-esteem and general wellness.
Customer Service Representative
AT&T
03.1994 - 02.2016
- Managed approximately 20 cases a day thru outgoing calls
- Greeted customer
- Responding to customers questions and complaints
- Providing billing information to customer
- Ensuring that customer are satisfied with products or services
- Letting customer know about additional products and services
- Escalating queries and concerns
- Troubleshooting issues with product or service
- Working with other departments to find appropriate solutions
- Resolved customer issues
- Worked in the inbound call center
- Collected and documented orders
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
- Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
- Developed strong product knowledge to provide informed recommendations based on individual customer needs.
- Responded to customer requests for products, services, and company information.
- Developed rapport with customers through active listening skills, leading to higher retention rates and positive feedback from clients.
- Assisted customers in navigating company website and placing online orders, improving overall user experience.
- Provided coaching and mentoring to new hires, contributing to their successful integration into the team.
- Conducted training sessions for new hires, ensuring consistent level of service across team.
- Improved resolution time with effective problem-solving for customer complaints.
- Resolved escalated customer issues, restoring confidence in company's commitment to service excellence.
- Customized support strategies for high-priority clients to ensure their specific needs were met.
- Maintained detailed records of customer interactions, contributing to comprehensive database for future reference.
- Maintained detailed records of customer interactions and transactions, ensuring accurate documentation and follow-up.
- Participated in training programs to enhance product knowledge and customer service skills.
- Negotiated solutions with dissatisfied customers, turning potential negative reviews into positive testimonials.
- Educated customers about billing, payment processing and support policies and procedures.
- Investigated and resolved customer inquiries and complaints quickly.
- Maintained up-to-date knowledge of product and service changes.
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
- Met customer call guidelines for service levels, handle time and productivity.
- Followed up with customers about resolved issues to maintain high standards of customer service.
Education
Some College (No Degree) - General Studies
Southwestern College
Chula Vista, CAHigh School Diploma -
Monte Vista High School
Spring Valley, CA07.1986
Skills
Alzheimer's Care
- Caregiving
- Meal Preparation
- Problem-Solving
- Time Management
- Multitasking Abilities
- Attention to Detail
- Adaptability and Flexibility
- Active Listening
- Reliability
Certification
Life Insurance License - June 2024
Assessments
- Work style, Proficient, 01/01/22, Tendency to be well-organized, rule-abiding, and hard-working
- Customer service, Proficient, 01/01/22, Identifying and resolving common customer issues
Languages
Spanish
Professional Working
Timeline
Life Insurance Agent
Primerica
04.2024 - Current
Supervisor
Merry Maids
06.2022 - 02.2023
Professional Organizer
Bee Organize
10.2021 - 02.2022
Home Caregiver
IHSS
10.2016 - 11.2019
Customer Service Representative
AT&T
03.1994 - 02.2016
Life Insurance License - June 2024
Some College (No Degree) - General Studies
Southwestern College
High School Diploma -
Monte Vista High School
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