Joanna Castillo
Moreno Valley,CA
Summary
Results-driven professional provides customers with tailored solutions to meet needs. Successfully establishes relationships with customers and delivers quality service. Agile individual with excellent communication and customer service skills. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
16
16
years of professional experience
Work History
Life Insurance Agent
The Alliance
01.2022 - Current
- Maintained high standards of customer service by building relationships with clients
- Analyzed customers' financial situations to recommend appropriate life insurance policies
- Cultivated customer relationships to provide customized life insurance solutions tailored to individual needs
- Attended continuing education courses and workshops to gain additional insurance industry knowledge
- Crafted clear, informative reports to explain life insurance policy features and benefits
- Marketed life insurance products to increase customer bases and revenue
- Increased sales of life insurance products through tactical customer outreach
- Negotiated with customers and insurance companies to secure favorable policy terms
- Promoted products and services using upselling and other sales strategies
- Analyzed feedback to identify areas for improvement and enhance customer experiences
- Retained up-to-date industry knowledge for accurate, well-informed customer interactions
- Created customer databases to track and manage interactions and sales
- Monitored competitor activity, remaining ahead of market trends and capitalizing on opportunities
- Increased client satisfaction by providing personalized and knowledgeable life insurance consultations
- Streamlined the application process for clients, resulting in faster policy approvals and improved customer satisfaction
- Built long-term relationships with clients by offering attentive service and ongoing support for their life insurance needs
- Developed comprehensive financial plans for clients, ensuring proper coverage and security for their families
- Utilized effective time management skills to manage a large client portfolio efficiently without sacrificing quality of service or attention to detail
- Educated clients on insurance policies and procedures
- Met with customers to provide information about available products and policies
- Calculated premiums and established payment methods for sales
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals
- Generated leads through cold-calling, networking and other outreach methods
- Monitored customer feedback and identified areas of improvement
- Finalized sales and collected necessary deposits
- Researched and identified potential new markets
- Conducted annual reviews of existing policies to update information
- Conducted research and identified market trends to develop better strategies for sales.
- Explained advantages, features, and disadvantages of various policies to promote sale of plans, boosting overall sales.
Scheduling Coordinator
Kaiser Permanente
12.2007 - Current
- Managed daily scheduling conflicts to reduce operational backlogs and support full shift-coverage
- Proactively identified scheduling issues and developed quick solutions to promote efficiency and profitability
- Communicated scheduling changes to staff members, implementing proof-of-receipt to reduce errors
- Developed strong working relationships with management and executive team through effective scheduling and communication skills
- Gathered employee data to develop monthly work schedules, enabling proper staffing for departments for each shift
- Worked with manager and supervisor to plan and coordinate production schedules
- Implemented time-blocking and schedule notifications to optimize time management
- Created and distributed agendas and other materials for scheduled meetings
- Created detailed calendars for staff members to support deadline management and milestone achievement
- Generated reports and tracked data to monitor operational priorities and scheduling
- Devised online scheduling resource to provide employees with real-time access to schedules and time-off requests
- Completed logs and reports detailing production data such as volume, materials used and quality assurance results, helping management make accurate operational decisions
- Developed and maintained enterprise-wide master schedule to promote organizational efficiency
- Assisted with meeting and event coordination, managing conference and meeting room bookings to minimize overlap
- Reduced employee overtime costs by closely monitoring work hours and strategically adjusting schedules as needed
- Increased patient satisfaction through timely appointment scheduling and proactive management of wait times
- Optimized workflow by prioritizing tasks based on urgency and aligning staff assignments accordingly
- Maintained accurate records of employee time off requests, facilitating fair distribution of vacation days among staff members
- Monitored front areas so that questions could be promptly addressed
- Resolved issues through active listening and open-ended questioning, escalating major problems to manager
- Oversaw appointment scheduling and itinerary coordination for both clients and personnel
- Fostered a positive work environment by addressing employee schedule concerns in a timely manner and with empathy
- Kept high average of performance evaluations.
Education
Associate of Arts - Social Work
Umass Global Online
Irvine, CASkills
- Building Relationships
- Marketing Initiatives
- Client Relationship Management
- Appointment Scheduling
- Market Trend Analysis
- Client Education
- Vendor Management
- Flexibility
- Ability to Handle Change
- Quick Learner
- Self-motivation
- Analytical thinking
- Time management
- Customer Account Review
- Sales Reporting
- Active listening
Timeline
Life Insurance Agent
The Alliance
01.2022 - Current
Scheduling Coordinator
Kaiser Permanente
12.2007 - Current
Associate of Arts - Social Work
Umass Global Online
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