Knowledgeable and dedicated customer service professional with extensive experience in the Funeral and Cremation industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses.
Licensed Preneed Funeral Agent for California and Texas.
I provide Preneed Funeral and Cremation Trusts Arrangements to families atneed and preneed.
My biggest strengths in this industry is making the connections with families, listening to their concerns and providing service that best suits their needs.
Primarily all policies written with current company is done via docusign and email, with office appointments per family request.
I have become part of the local communities, by volunteering in local events and holding lunch and learn activities as well as open communication with Public Guardian offices and Medical Examiners offices.
My role with Cherokee Memorial consisted of Preneed and Atneed funeral and cremation arrangements with cemetery sales for ground or niche placement with subsequent services requested by the family.
Again, customer service to the family is my utmost priority.
Competently setting up contracts, payment plans and insurance trusts compliant with state regulations.
Effective communication and customer service skills in regards to families and insurance entities
Efficient with SRS, CRM and Advisor programs