Summary
Overview
Accomplishments
Education
Skills
Work History
Certification
Timeline
39
James Galos

James Galos

Sparks,Nevada

Summary

New York Life has excelled in delivering client-focused solutions. With a keen eye for detail, we specialize in understanding client needs and providing tailored insurance plans, retirement planning and disability plans. We are dedicated to educating clients on financial planning for life's unexpected events, fostering a culture of preparedness and risk management. Our mission is to establish a foundation of trust and security, nurturing long-term relationships for our clients' peace of mind.

Overview

14
14
years of professional experience

Accomplishments

  • Vital part of VPP certification process at Tesla's Gigafactory. The first VPP certification in the company.
  • Documented and resolved employee issues with TPA which led to a smoother Workers' Compensation process for all parties.
  • Oversaw contract execution for largest K-12 project in the nation - Agnews K-12 Campus - LPA (lpadesignstudios.com)
  • Used Microsoft Office tools to create training for People Leaders that had over 10,000 direct reports.
  • Life and Health licensed in Nevada

Education

Bachelor of Science - Marketing

California State University - Chico
Chico, CA

Associate of Arts - Social And Behavioral Science

Butte College
Oroville, CA

Skills

  • Human Resources
  • Insurance Claims
  • Interpersonal Communication
  • Policy Interpretation
  • Workers' Compensation
  • Insurance Sales

Work History

Licensed Insurance Agent

New York Life
Reno, NV
2024.07 - Current

- Understanding the needs and financial concerns of clients and providing solutions
- Provide life insurance and long-term care insurance
- Educating clients on how to plan for their future financially if the event of unfortunate life circumstances occur
- Networking and building your personal book of business through establishing professional networks and prospecting for new clients
- Cultivating quality relationships with clients to establish opportunities to help their family members pursue financial security

Workplace Health Specialist

Tesla
06.2022 - 06.2024
  • Manage recordkeeping for OSHA Logs
  • Review and document medical records from internal and external medical facilities.
  • Diffuse challenging situations involving individuals with questions and concerns related to workplace injuries, and escalating when appropriate
  • Respond to inquires from internal and external stakeholders ensuring compliance with applicable law.
  • Partner with Human Resources and Employee Relations for claim investigation.
  • Develop training for people leaders.
  • Track metrics to ensure compliance and workload management.

Workplace Health Administrator

Tesla
03.2022 - 06.2022
  • Act as initial point of contact for walk-up inquiries related to occupational injuries, benefit questions and employment concerns.
  • Coordinate through provider network when an employee requests medical treatment for a new injury.
  • Support Workplace Health team as needed, including Specialists, Lead and Supervisor.
  • Resolve workplace conflicts and escalate to the appropriate stakeholder when necessary.

Production Associate - Megapack

Tesla
04.2021 - 03.2022
  • Certified Workstation Trainer.
  • Inspected final products to assess compliance with quality standards and established tolerances.
  • Maintained a flexible approach to work assignments, willingly cross-training in other areas to support changing production needs.

Bond Contract Assistant

Santa Clara Unified School District
12.2015 - 04.2021
  • Create and distribute contracts, purchase orders and insurance
  • certificates
  • Communicate about Bond Projects to District Staff Construction
  • manager, contractors, and the public.
  • Assist in developing processes to ensure efficiency and
  • transparency so all parties in the process can be quickly updated
  • with accurate information.
  • Safeguarded sensitive information through proper documentation handling, data entry, and record maintenance procedures.

Payroll Technician II

Santa Clara Unified School District
01.2014 - 12.2015
  • Enhanced employee satisfaction by addressing payroll inquiries promptly and effectively.
  • Maintained compliance with federal, state, and local regulations by staying up-to-date on tax laws and requirements.
  • Communicated leave of absences status for personal and work related leaves
  • Managed cross-functional projects related to payroll improvements or systems integration efforts successfully while meeting deadlines and objectives consistently.

Account Representative

American Fidelity
01.2012 - 01.2014
  • Increased customer satisfaction ratings through proactive and actionable resolutions to questions, concerns, or challenges.
  • Contacted School Districts to assess satisfaction and current needs.
  • Assisted clients in navigating complex benefits and financial questions.
  • Licensed life and health insurance representative

Human Resource Project Coordinator

Applied Materials
01.2011 - 01.2012
  • Setup and maintain filing system for all new employees.
  • Create letters, memos, reports and presentation materials using Microsoft Office and Excel.
  • Support onboarding employees from recently acquired companies.
  • Reduced employee turnover rates through effective talent management strategies.
  • Supported HR department's strategic planning process.

Certification

  • Nevada Life and Health License - 07/2024
  • Series 6 and 63 - In Progress

Timeline

Licensed Insurance Agent

New York Life
2024.07 - Current

Workplace Health Specialist

Tesla
06.2022 - 06.2024

Workplace Health Administrator

Tesla
03.2022 - 06.2022

Production Associate - Megapack

Tesla
04.2021 - 03.2022

Bond Contract Assistant

Santa Clara Unified School District
12.2015 - 04.2021

Payroll Technician II

Santa Clara Unified School District
01.2014 - 12.2015

Account Representative

American Fidelity
01.2012 - 01.2014

Human Resource Project Coordinator

Applied Materials
01.2011 - 01.2012

Bachelor of Science - Marketing

California State University - Chico

Associate of Arts - Social And Behavioral Science

Butte College
James Galos