JEANETTE SANCHEZ
Ontario,CA
Summary
Positive and upbeat Customer Service Specialist bringing 20+ years of customer service experience in fast-paced settings. Highly adaptable to addressing diverse customer needs. Proven history of building trust with customers to promote satisfaction, resolve concerns and maintain long term loyalty.
Overview
12
12
years of professional experience
Work History
Commercial Insurance Agent
Adriana's Insurance Services
03.2024 - Current
- Offered detailed information about products and binding coverage.
- Reduced errors in policy documentation by meticulously reviewing contracts before submission to underwriting teams.
- Conducted thorough risk assessments to identify potential exposures and recommend appropriate insurance coverage options.
- Maintained a high level of professionalism and ethics, adhering to all applicable regulations and industry standards.
- Received inbound phone calls and electronic quote submissions.
- Strengthened client relationships with timely follow-up and excellent customer service, leading to increased retention rates.
Business Founder/Owner
GOUDA VIBEZ CHARCUTERIE CORP
09.2022 - Current
- Profound knowledge of cheese and specialty products in cutting, production and taste
- Creating elaborate spreads, boards, grazing tables and charcuterie cones
- Market and promote business via social media platforms
- Cater events such as weddings, network/business events, graduations, retirement, housewarming and birthday parties
- Manage inventory, invoicing, scheduling of events, and all purchases.
Commercial Loan Processor/Office Admin
TIGER EYE CAPITAL LLC
03.2022 - 11.2022
- Responsible for receiving and processing all incoming loans for an organization
- Sort and organize incoming loans according to the business's criteria
- Enter relevant information into the system of record
- Prepare and mail disclosures as necessary.
Executive Case Manager
CALIFORNIA RENT RELIEF PROGRAM
09.2021 - 03.2022
- Ensure program applicants are continuously updated regarding the status of their program application with frequent, diligent, and professional communication
- Knowledge of applicant needs and program eligibility criteria
- Understand program requirements and stay updated on daily criteria changes
- Gathered applicant documentation and uploaded it to program system of record
- Record all communications in the program system of record.
Office Management/Sales Producer
FARMERS INSURANCE
02.2013 - 08.2021
- Present commercial insurance quotes to business owners over the phone
- Answer inbound calls from prospects looking for insurance
- Follow up with phone calls to prospects that I’ve quoted to close the account
- Able to cross-sell or pivot to other lines of insurance that are in the best interest of the client(s)
- Respond promptly to voicemail, emails, and other client request(s) compliant to company expectations
- Work with Insurance Carriers and Insurance Underwriters daily regarding new insurance quotes
- Update/Maintain CRM with all account documents, conversations, and any other pertinent information
- Coordinated required training and supervised learning environment for staff, which included training in homeowner, auto, commercial, marine, motorcycle and life insurance
- Answering inbound calls from clients, adjusters, escrow offices and all district employees
- Reviewed customer data to assess current issues, determine potential solutions and direct to designated individuals or departments
- Collected and applied all forms of payment to clients’ accounts
- Cold calling of services and opportunities to save our clients’ money
- Met or exceeded revenue objectives by promoting bundling services to customers during service, account and sales follow-up calls.
Education
CALIFORNIA NOTARY SIGNING AGENT -
10.2021
CALIFORNIA INSURANCE BROKER/AGENT LICENSE -
12.2017
HS DIPLOMA -
CHAFFEY HIGH SCHOOL
06.2001
Skills
- Leadership and Team Building
- Cross selling skills
- Bilingual (Spanish)
- Highly motivated
- Strong communication skills, both written and verbal
- Conflict management
- Networking and Collaboration
- Experience with insurance-related technology
References
References furnished upon request.
Timeline
Commercial Insurance Agent
Adriana's Insurance Services
03.2024 - Current
Business Founder/Owner
GOUDA VIBEZ CHARCUTERIE CORP
09.2022 - Current
Commercial Loan Processor/Office Admin
TIGER EYE CAPITAL LLC
03.2022 - 11.2022
Executive Case Manager
CALIFORNIA RENT RELIEF PROGRAM
09.2021 - 03.2022
Office Management/Sales Producer
FARMERS INSURANCE
02.2013 - 08.2021
CALIFORNIA NOTARY SIGNING AGENT -
CALIFORNIA INSURANCE BROKER/AGENT LICENSE -
HS DIPLOMA -
CHAFFEY HIGH SCHOOL
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