Summary
Overview
Work History
Education
Skills
Timeline
Generic

Ivonne Moreno

Summary

Driven, Organized and dependable candidate looking to contribute my Clerical, administrative, and customer service skills for the greater good and be a valuable addition to the company.

Overview

6
6
years of professional experience

Work History

Licensed Insurance Sales Agent

Allstate Insurance Co
06.2021 - Current
  • Engaged in friendly conversation with customer to better uncover individual needs and suggest coverages that best suit customers needs.
  • Attended continuing education courses and workshops to gain additional insurance industry knowledge.
  • Provided coverage option information to assist clients in protecting assets.
  • Promoted products and services using upselling and other sales strategies.
  • Exceeded corporate quotas for monthly policy sales.
  • Utilized targeted email campaigns and cold calling to increase revenue.
  • Listened to customer needs and desires to identify and recommend optimal products.
  • Built customer loyalty and retention by delivering excellent customer service.
  • Generated quotes and proposals for clients to match individual needs.
  • Followed up promptly with interested clients to close sales.
  • Sold auto, home, life, and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.

Licensed Insurance Sales Agent

Fred Loya Insurance
02.2020 - 06.2021
  • Upsold additional products and services after identifying customer needs and requirements.
  • Spent ample time with each customer, verbally reviewing, and explaining documents for client comprehension.
  • Obtained underwriting approval by completing application for coverage.
  • Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
  • Generated quotes and proposals for clients to match individual needs.
  • Followed up promptly with interested clients to close sales.
  • Developed strong referral network in community to raise awareness and increase sales opportunities.
  • Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
  • Negotiated contracts with clients to establish best coverage with lowest cost.

Shipping and Receiving Clerk

Kimco Staffing
10.2019 - 01.2020
  • Used pallet jacks and dollies to load and unloaded goods from trucks and containers.
  • Received incoming shipments, compared contents against associated records and transmitted to proper department.
  • Reviewed order data to verify transactions and shipping dates.
  • Completed basic mathematical calculations to check weights and dimensions of shipments.
  • Conducted counts and audits of inventories to identify and resolve discrepancies in records.
  • Processed invoices and order forms for goods received and shipped for proof of transactions.
  • Communicated with vendors and suppliers to verify timely delivery of goods.
  • Monitored scheduled shipment dates to achieve timely delivery, expediting as necessary, and communicating variances to customers.
  • Handled high-volume paperwork and collaborated with administrators to resolve invoicing and shipping problems.
  • Verified transactions, product orders and shipping dates and entered information into databases and reports.

Part Time Receptionist Clerk

Kings Smog Check
01.2018 - 01.2020
  • Kept reception area clean and neat to give visitors positive first impression.
  • Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
  • Answered incoming calls daily to schedule appointments.
  • Resolved customer problems and complaints.
  • Handled cash transactions and maintained sales and payments records accurately.
  • Maintained confidentiality of information regarding clients and company.
  • Restocked supplies and submitted purchase orders to maintain stock levels.
  • Welcomed customers with friendly greeting, answered general questions, gathered nature of visit and answered all questions and/or concerns.
  • Responded to inquiries from callers seeking information.

Education

High School Diploma -

Arroyo Valley High School
San Bernardino, CA
06.2012

Skills

  • Team Player
  • Attention to detail
  • Goal Driven
  • Conflict resolution
  • Client retention
  • Multitasking
  • Cross-selling
  • Computer proficiency
  • Customer service
  • Bilingual
  • Account Management
  • Data Entry

Timeline

Licensed Insurance Sales Agent

Allstate Insurance Co
06.2021 - Current

Licensed Insurance Sales Agent

Fred Loya Insurance
02.2020 - 06.2021

Shipping and Receiving Clerk

Kimco Staffing
10.2019 - 01.2020

Part Time Receptionist Clerk

Kings Smog Check
01.2018 - 01.2020

High School Diploma -

Arroyo Valley High School

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Ivonne Moreno