Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic
GRICELDA JIMENEZ

GRICELDA JIMENEZ

San Bernardino,Ca

Summary

Bilingual Energetic with 5+ years of experience resolving complex customer inquiries. Passionate about building strong customer relationships Driving brand loyalty Increasing customer engagement Excellent work ethics

Looking to grow and expand with a company help reach its full potential as well as help others

Willing to relocate anywhere

Vaccinated

Proven expertise in insurance products, service and customer needs.

Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day. Identifies and resolves concerns while promoting new products and meeting sales objectives.

Overview

13
13
years of professional experience
1
1
Certification

Work History

Insurance Agent

Denise M Lundy Insurance
San Bernardino, California
02.2024 - Current
  • Analyzed claims data to determine potential areas of improvement for policyholders' protection.
  • Provided customers with information regarding plan features, pricing, and availability.
  • Maintained accurate records of all insurance transactions using computer software systems.
  • Assessed customer risk levels and recommended appropriate coverage options.
  • Participated in continuing education courses to stay current on industry trends and changes in regulations.
  • Explained complex technical terms related to insurance plans in simple language for easy understanding.
  • Ensured compliance with applicable laws, regulations, and company policies while selling insurance products.
  • Developed and implemented comprehensive insurance plans for clients according to their individual needs.
  • Developed relationships with new clients through cold calling and referrals from existing customers.
  • Advised customers on the best ways to minimize risks associated with their assets.
  • Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.

Assistant Personal Training Director

Fitness International
Highland
06.2021 - 12.2021
  • A fitness director oversees the daily operations of a fitness center
  • Monitors personal trainers' performance, membership retention and revenue goals
  • Fitness directors evaluate members fitness programs for effectiveness.
  • Collaborated with other departments to develop promotional campaigns that increased visibility of our services.
  • Trained new employees in job duties related to the position of assistant personal training director.
  • Developed marketing strategies for new personal training programs and services.
  • Researched current trends in health and wellness industry to ensure best practices are followed.
  • Reviewed weekly sales figures from each trainer in order to monitor their performance against established goals.
  • Developed monthly reports detailing progress towards department goals and objectives.
  • Compiled comprehensive reports summarizing activities within the organization's Personal Training Department.

Insurance Sales Agent

Insurance
Fontana, CA
06.2018 - 09.2020
  • Perform administrative tasks, such as maintaining records and handling policy renewals
  • Plan and oversee incorporation of insurance program into bookkeeping system of company
  • Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients
  • Perform DMV services Handle Cash and Process Credit Card payments.

Administrative Assistant

LRG Motors
Upland, CA
06.2016 - 06.2017
  • A car dealership Administrative Assistant provides essential administrative support to high-level executives throughout the automotive group
  • Administrative Assistant are responsible for tasks such as making travel arrangements, managing itineraries, scheduling meetings, and organizing filing systems
  • Performs general clerical duties to include but not limited to photocopying, faxing, mail distribution and filing
  • Coordinates and maintains records for staff office space, phones, company credit cards and office keys
  • Creates and modifies various documents using Microsoft Office, Photoshop, Dealer Click, Dealer Track, Deal Writer.

Cashier

The Home Depot
San Bernardino, CA
12.2012 - 06.2013
  • Greeting customers as they enter the building and thanking them as they leave
  • Helping customers locate merchandise and look up information for online orders
  • Processing returns in accordance with company policy
  • Operate the paint station when training is fully completed Inform customers of upcoming sales events and other promotions
  • Help customers with final purchases and operate registers and credit card machines
  • Assist customers visiting the retail hardware store giant.

Cashier

Walmart
Victorville, CA
01.2012 - 09.2012
  • Smile, greet and thank customers with a positive attitude
  • Stand for long periods of time while checking out customers quickly
  • Keep your area clean and presentable
  • Answer customer questions and help them with their needs
  • Be available to assist associates across the store as team player.

Education

High school or equivalent - General Studies

Fontana High School
Fontana, Ca

Skills

  • Bilingual
  • Customer service
  • Building strong customer relationships
  • Brand loyalty
  • Increasing customer engagement
  • Work ethics
  • Sales management
  • Training agents
  • Sales target achievement
  • Administrative support
  • Travel arrangements
  • Scheduling meetings
  • Filing systems
  • Microsoft Office
  • Photoshop
  • Dealer Click
  • Dealer Track
  • Deal Writer
  • Sales counseling
  • Gym memberships
  • Community outreach
  • Cashiering
  • Retail operations
  • Personal lines insurance
  • Personal training
  • CPR/AED training
  • Policy Renewals
  • Client Relations
  • Account Management
  • Customer follow-up
  • CRM Software
  • Client Retention
  • Customer Service
  • Policy writing
  • Negotiation
  • Negotiation abilities
  • Upselling

Certification

  • Personal Lines Insurance License
  • Personal Trainer Certificate
  • CPR/AED

Languages

Spanish
Professional

Timeline

Insurance Agent

Denise M Lundy Insurance
02.2024 - Current

Assistant Personal Training Director

Fitness International
06.2021 - 12.2021

Insurance Sales Agent

Insurance
06.2018 - 09.2020

Administrative Assistant

LRG Motors
06.2016 - 06.2017

Cashier

The Home Depot
12.2012 - 06.2013

Cashier

Walmart
01.2012 - 09.2012

High school or equivalent - General Studies

Fontana High School

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GRICELDA JIMENEZ