Jeanine Morales
Whittier,CA
Summary
Passionate customer service problem solver and knowledgeable insurance specialist. Experience in auto, home, condo, renters, umbrella, life, and health insurance. Organized, detail-oriented professional with proven ability to prioritize and multi-task.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Insurance Specialist
Automobile Club of Southern California
Fullerton, CA
08.2023 - 10.2025
- Conducted comprehensive policy reviews for clients, identifying gaps in coverage and recommending appropriate solutions.
- Maintained accurate records of client interactions in CRM systems to support data integrity.
- Expedited insurance claims processing by promptly submitting accurate and complete paperwork.
- Improved operational efficiency, adopting new technologies for claims processing and communication.
- Collaborated with claims department and industry anti-fraud organizations to resolve claims.
- Used Microsoft Office to develop documents and spreadsheets for specific analyses.
- Calculated premiums and established payment methods for sales.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Handled escalated calls professionally, effectively resolving complex issues and ensuring client satisfaction at all times.
Licensed Health Insurance Agent
Alta Resources: Blue Cross-Blue Shield
Brea, CA
08.2021 - 08.2023
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Performed needs analysis to obtain information required to make appropriate health insurance product recommendations.
- Verified insurance coverage by telephone and online to guarantee proper reimbursement of benefits and estimate patients' financial responsibilities.
- Adhered to health and prescription insurance products, delivery systems and claims systems.
- Answered 20 or more inbound calls per day from existing and future policyholders to answer inquiries and discuss insurance options.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals
Full Time Sales Consultant
Swarovski
Brea, CA
08.2019 - 04.2021
- Drove operational improvements which resulted in savings and improved profit margins
- Provided outstanding service to clients to maintain and extend relationship for future business opportunities
- Managed monetary transactions with perfect accuracy, which elevated customer satisfaction ratings
- Evaluated report data to proactively adjust and enhance sale operations
- Boosted team member productivity by enhancing performance monitoring and instituting motivational approaches
- Recorded inventory sales into organization's weekly income report
- Achieved top performance by strategically adapting to rapidly changing, competitive environment.
- Maximized customer retention by resolving issues quickly.
Supervisor Keyholder
Cotton On Kids USA
Brea, CA
04.2018 - 08.2019
- Evaluated data on stock levels, customer sales and other factors, assessed trends and reported on findings to help management make effective decisions.
- Coached employees and trained on methods for handling various aspects of sales, complicated issues and difficult customers
- Strengthened merchandising and promotional strategies to drive customer engagement and boost sales
- Handled cash management tasks, ensuring accuracy in drawer balances.
- Assisted customers with returns, refunds and resolving transaction issues.
Sales Supervisor
Sunglass Hut
Brea, CA
07.2016 - 12.2017
- Trained and developed staff on product knowledge and customer service best practices.
- Supervised daily sales operations to achieve store targets and enhance team performance.
- Implemented visual merchandising standards to optimize product display and customer engagement.
- Ensured compliance with company policies, maintaining a secure and organized store environment.
- Monitored inventory levels, coordinating restocks to meet customer demand efficiently.
Education
Associate of Applied Arts - Mass Communications
Mount San Antonio College
Walnut, CA2013
High School Diploma -
Rowland High School
Rowland Heights, CA2010
Certification
- Licensed in Personal Lines - October 2023
- Licensed in Health and Accident - October 2021
- HIPAA and PHI Compliance - August 2021
- Previously Licensed in Health and Accident in the following states: California, New Mexico, Illinois, Oklahoma, Texas, Montana
Timeline
Insurance Specialist
Automobile Club of Southern California
08.2023 - 10.2025
Licensed Health Insurance Agent
Alta Resources: Blue Cross-Blue Shield
08.2021 - 08.2023
Full Time Sales Consultant
Swarovski
08.2019 - 04.2021
Supervisor Keyholder
Cotton On Kids USA
04.2018 - 08.2019
Sales Supervisor
Sunglass Hut
07.2016 - 12.2017
Associate of Applied Arts - Mass Communications
Mount San Antonio College
High School Diploma -
Rowland High School