Joaquin Santillan
Live Oak,Texas
Summary
Proven expertise in insurance products, service and customer needs. Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues daily. Identifies and resolves concerns while promoting new products and meeting sales objectives.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Licensed Insurance Agent
State Farm Insurance - Jerry Mora
San Antonio, TX
06.2023 - Current
- Initiated contact with potential clients through cold calling and networking activities.
- Performed routine follow-up calls to assess customer satisfaction with products and services.
- Responded promptly to customer inquiries via phone calls or emails in a professional manner.
- Researched complex underwriting issues and provided solutions for customers' satisfaction.
- Maintained accurate records of client information including contact details and policy changes.
- Processed policy changes, renewals, cancellations, claims and other related paperwork accurately and timely.
- Provided assistance with billing inquiries, payment processing, and customer service issues.
- Pursued continued professional development through insurance workshops, course and webinars.
- Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
- Conducted telephone appointments with prospective clients to build rapport and sell insurance services.
- Contacted underwriters and submitted forms to obtain binder coverage.
Pizza Delivery Driver
Papa John's Pizza
San Antonio, TX
04.2024 - 07.2024
- Greeted customers upon arrival, took orders and provided product knowledge.
- Maintained cleanliness of restaurant dining area, kitchen, and delivery vehicle.
- Adhered to company policies and procedures as outlined in employee handbook.
- Processed cash and credit and debit payments accurately using point-of-sale system.
- Provided courteous customer service by addressing customer concerns promptly and professionally.
- Assisted customers with questions or complaints regarding their orders.
- Managed inventory levels of food items used for pizzas ensuring adequate stock at all times.
- Delivered pizza to customers in a timely manner while adhering to traffic laws.
- Verified accuracy of orders prior to leaving for deliveries utilizing checklist procedure.
- Maintained accurate records of deliveries made throughout shift on log sheet.
- Fostered positive relationships with regular customers, contributing to increased loyalty and repeat business.
Cook
Sonics Drive In
San Antonio, TX
05.2023 - 07.2023
- Organized storage areas for efficient usage of space.
- Coordinated with wait staff to ensure timely delivery of meals to customers.
- Maintained a clean working environment by sweeping, mopping floors, washing surfaces and emptying trash cans.
- Resolved customer complaints regarding food quality or services provided.
- Cleaned kitchen equipment, surfaces, utensils and dishes.
- Maintained safe operations of food prep equipment to reduce complications and retain safety procedures.
- Memorized new menu items and ingredients quickly to help customers select items meeting needs and preferences.
Restaurant Server
Williams Confectionery Crafts
Live Oak, TX
06.2020 - 08.2021
- Greeted and seated customers promptly, courteously, and professionally.
- Delivered beverages, appetizers, entrees, and desserts to guests in an efficient manner.
- Checked back with guests periodically to ensure satisfaction with food and service.
- Attended to guests needs in a timely manner, ensuring satisfaction throughout their dining experience.
- Managed multiple tasks simultaneously while providing excellent customer service.
- Maintained cleanliness of restaurant area, including tables, chairs, floors, counters, windowsills.
- Responded to customer inquiries about menu items or services offered by the restaurant.
- Maintained positive relationships with co-workers and customers alike through friendly communication.
- Welcomed guests with personable attitude and brought beverage orders while reviewing menu options.
- Provided exceptional service to high volume of daily customers.
- Verified guest satisfaction with meals and suggested additional items to increase restaurant sales.
- Checked with customers to determine satisfaction with meals, promptly taking action to correct problems.
- Satisfied customers by topping off drinks and offering condiments, napkins and other items.
- Implemented feedback from customers to improve service quality and menu offerings.
- Checked with guests to get feedback on food served, resolve issues, bring additional items and refill beverages.
Education
High School Diploma -
Roosevelt High School
San Antonio, TX05-2023
Some College (No Degree) - Developmental Psychology
Northeast Lakeview College
Universal City, TXSkills
- Email Marketing
- Team training and development
- Insurance sales strategy
- New Agent Training
- Regulatory compliance understanding
- Client Retention
- Client Service
- Client Relations
- CRM Software
- Policy Renewals
- Customer follow-up
- Customer Service
- Account Management
- Negotiation
- Policy Management
- Client Relationship Management
- Client Account Management
- Policy adjustment knowledge
- Professional Networking
- New Client Acquisition
- Negotiation abilities
- Policy Knowledge
Accomplishments
- DATA Academic Excellence Award
- 3.7 GPA Average
- Senior Class Chaplain
Languages
English
Full Professional
Certification
- General Lines - Property & Casualty Insurance License
References
References available upon request.
Timeline
Pizza Delivery Driver
Papa John's Pizza
04.2024 - 07.2024
Licensed Insurance Agent
State Farm Insurance - Jerry Mora
06.2023 - Current
Cook
Sonics Drive In
05.2023 - 07.2023
Restaurant Server
Williams Confectionery Crafts
06.2020 - 08.2021
High School Diploma -
Roosevelt High School
Some College (No Degree) - Developmental Psychology
Northeast Lakeview College
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