Isabel Nishimoto
Covina,CA
Summary
Goal-Oriented professional with 10+ years of sales and customer service experience, bringing strong relationship building and upselling skills as well as a fun positive attitude and an understanding for excellent customer service. Authorized to work in the US for any employer
Overview
11
11
years of professional experience
1
1
Certification
Work History
Property and Casualty Insurance Agent
Farmers Insurance Agency
11.2023 - Current
- Enhanced customer satisfaction by addressing and resolving insurance-related inquiries and concerns.
- Fostered strong relationships with clients, providing personalized service and assistance on various insurance products.
- Increased cross-selling opportunities by proactively identifying potential new business leads during client interactions.
- Consistently met or exceeded performance goals related to both sales targets and customer service metrics.
- Built strong relationships with clients through consistent communication and excellent customer service.
- Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
- Educated clients on insurance policies and procedures.
- Created detailed reports for management to track performance and sales.
- Increased new business acquisition by actively prospecting for potential clients through phone calls, emails, and networking events.
Office Administrative Assistant/Customer Service Representative
Cfg Investments
11.2022 - 07.2023
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
- Answered constant flow of about 50 customer calls with minimal wait times.
- Updated account information to maintain customer records.
- Responded to customer requests for products, services, and company information.
- Provided clerical support to company employees by copying, faxing, and filing documents.
- Maintained office supplies inventory by checking stock and ordering new supplies.
- Created and updated records and files to maintain document compliance.
- Created and updated physical records and digital files to maintain current, accurate, and compliant documentation.
- Delivered top-notch administrative support to office staff, promoting excellence in office operations.
Bartender
Brewheim
06.2020 - 10.2022
- Took orders for drinks from guests and delivered them accurately and promptly improving customer satisfaction
- Built warm long lasting connections with customers which allowed for 10-20% increased sales.
- Worked with customers to provide them with beer knowledge and recommendations based on customers tastes
- Kept bar presentable and glassware and other necessary supplies for special events/parties
- Followed alcohol awareness procedures
- Crafted special drink and cocktail menu items for seasonal offerings.
Remote Scheduling Coordinator
Beauty Barrage
05.2019 - 05.2020
- Created schedules for our BA employees on a weekly basis
- Followed up with the stores such as Nordstrom's, Ulta and Sephora to ensure our employees attended their shifts and performed their duties diligently and professionally
- Spoke with BA's over the phone over any shift changes or concerns
- Attending in office meetings every other Friday
- Offered great time management and organizational skills by diligently completing every day tasks within the appropriate time frame
- Developed strong working relationships with management and executive team through effective scheduling and communication skills.
- Assisted management with additional daily tasks
- Managed daily scheduling conflicts to reduce operational backlogs and support full shift-coverage.
- Created and distributed agendas and other materials for scheduled meetings.
- Proactively identified scheduling issues and developed quick solutions to promote efficiency and profitability.
Customer Service Representative/Office Administrator
CFG Investments
10.2017 - 04.2019
- Responsible for overseeing all administrative processes as well as managing reception area
- Received and placed 90+ calls to prospective clients and tenants
- Developed lasting relationships with customers, which helped to bring in additional business opportunities.
- Resolved issues through active listening and open-ended questioning, escalating major problems to manager.
- Provided backup to front desk to step in to assist with various tasks whenever employee was absent or at lunch.
- Organized day to day files
- Prepared mail, emails and replenished office supply inventory as needed
- Provided a warm, friendly and hospitable experience for all office guests
- Created and updated spreadsheets on a daily basis
- Answered incoming calls and emails from current customers and asked open-ended questions to determine needs.
Licensed Insurance Agent
Farmers Insurance Group
04.2014 - 04.2017
- Interviewed prospect clients in person and over the phone and obtained data over their financial resources and insurance needs as well as discussing any existing coverage or future insurance needs
- Providing prompt, efficient and friendly customer service
- Selling/ Up selling and writing insurance policies such as home, auto and life reaching monthly sales goals
- Built and maintained relationships with clients assisting them with any questions, policy servicing or concerns
- Prepared quotes for potential clients, performed call follow up's
- Received and processed credit card, cash and check payments
- Upsold additional policies or policy add on's
- Obtained both PCP and Life insurance licenses on the first try.
- Obtained underwriting approval by completing application for coverage.
- Developed sales leads from direct referrals, networking and targeted marketing campaigns.
- Spent ample time with each customer, verbally reviewing, and explaining documents for client comprehension.
- Developed comprehensive marketing plans to promote insurance products to potential clients.
- Developed strong referral network in community to raise awareness and increase sales opportunities.
- Delivered prepared sales pitch from script and persuaded potential customer to purchase product or service.
- Sourced and pre-qualified leads and identified new business opportunities by dialing 70+ daily outbound calls to build partnerships and achieve sales quota.
Junior Mortgage Loan Officer
American Mortgage Bank
08.2013 - 03.2014
- Completed nigh volume daily cold calls
- Originated, reviewed, processed, closed, and administered customer loan proposals.
- Reviewed and edited loan agreements to enhance clarity and monitor compliance with requirements.
- Assisted customers with completing loan applications and other paperwork.
- Identified opportunities to cross-sell and upsell loan products to customers.
- Consulted with potential loan applicants, answered any and all questions while providing additional information
- Gathered financial information from prospects to assist with loan applications and assessed applicants financial situation and eligibility
- Answered inquiries and provided superior customer service to clients.
- Communicated with customers daily to request information and complete paperwork.
- Monitored key dates to obtain information by deadlines.
- Set up files using loan officer checklist and submitted on-time for processing.
- Supported loan processing by compiling applicant documentation such as credit reports, employment verifications, and financial history paperwork.
Education
AA - Psychology
Mt San Antonio College
Walnut, CA06.2021
Skills
- Excellent Center Customer Service
- Bilingual Spanish/English
- Computer Efficiency
- Spreadsheets
- Managing Multiple Tasks
- Office Administration
- Excel spreadsheets
- Problem Solving Abilities
- Sales and Upselling
- Presentation Creation
- Client Retention
- CRM Software
Certification
- Property & Casualty Insurance License May 2024
- RBS, July 2022 - July 2025
- Property & Casualty Insurance license, October 2015 - October 2017
- Life Insurance License, April 2016 - April 2018
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
Timeline
Property and Casualty Insurance Agent
Farmers Insurance Agency
11.2023 - Current
Office Administrative Assistant/Customer Service Representative
Cfg Investments
11.2022 - 07.2023
Bartender
Brewheim
06.2020 - 10.2022
Remote Scheduling Coordinator
Beauty Barrage
05.2019 - 05.2020
Customer Service Representative/Office Administrator
CFG Investments
10.2017 - 04.2019
Licensed Insurance Agent
Farmers Insurance Group
04.2014 - 04.2017
Junior Mortgage Loan Officer
American Mortgage Bank
08.2013 - 03.2014
AA - Psychology
Mt San Antonio College
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