James Daniel Harvey
Oceanside,CA
Summary
Talented & confident Insurance Sales Agent with in-depth policy and regulations knowledge. Experienced in providing tailored solutions to clients. Outgoing individual with great task prioritization skills.
Overview
8
8
years of professional experience
Work History
Independent Insurance Producer
Harvey Financial & Insurance Services
05.2021 - Current
- Possess active licenses for both Property/ Casualty and life/ health for the state of california
- Conducted annual reviews of existing policies to update information.
- Evaluated competitors' products and services to gain competitive advantage.
- Met with customers to provide information about available products and policies.
Office Assistant
Allegro Ophthalmics
01.2018 - 07.2019
- Completed clerical tasks such as filing, copying, and distributing mail.
- Delivered clerical support by handling range of routine and special requirements.
- Welcomed office visitors and alerted staff to arrivals of scheduled appointments.
- Interacted with customers by phone, email, or in-person to provide information.
Host
Olamendi's Resturaunt
02.2016 - 01.2018
- Took reservations and to-go orders by phone, answered customer questions, and informed of accurate wait times.
- Assisted managers with quickly resolving service- and food-related issues.
- Worked with front of house staff to move tables and adjust seating to accommodate groups with special requests.
- Supported servers, food runners, and bussers with keeping dining area ready for every guest.
Education
BBA - Global Supply Chain Management
California State University San Marcos
San MarcosSkills
- Effective communicator
- Risk Assessment & Management
- Customer Service
- Account Retention
- Proficient with Excel
- Presenting
Timeline
Independent Insurance Producer
Harvey Financial & Insurance Services
05.2021 - Current
Office Assistant
Allegro Ophthalmics
01.2018 - 07.2019
Host
Olamendi's Resturaunt
02.2016 - 01.2018
BBA - Global Supply Chain Management
California State University San Marcos
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