JOELLE McNAMARA
Huntington Beach,CA
Summary
Courteous and efficient professional, looking for a position which will utilize my customer service skills, as well as my strong work ethic and desire to complete all tasks in a timely and efficient manner.
Overview
1
1
Certification
11
11
years of professional experience
Work History
Licensed Insurance Producer/Account Representative
Sarah Atkinson Agency - State Farm
Huntington Beach
04.2024 - 06.2026
- Cultivated client relationships, delivering tailored insurance solutions to meet specific needs.
- Analyzed client data to identify coverage gaps and recommend suitable policies.
- Prepared accurate quotes for prospective clients based on unique needs.
- Coordinated communication between clients and underwriters, expediting policy approvals.
- Provided customer service by addressing inquiries, resolving complaints, and processing policy changes.
- Conducted follow-ups with existing customers, enhancing satisfaction and securing policy renewals.
- Maintained comprehensive knowledge of relevant laws and regulations governing insurance sales.
- Processed customer payments according to established procedures.
Licensing/Legal Coordinator
BJ's Restaurants, Inc.
Huntington Beach, USA
05.2019 - 06.2023
- Renewed restaurant licenses nationwide, securing documentation and executive approvals to maintain operational compliance.
- Coordinated legal documentation, ensuring compliance with regulatory standards to mitigate risk.
- Managed preparation and submission of legal subpoena documents to in-house counsel and external courts, ensuring adherence to deadlines.
Risk Management Temporary Employee
BJ's Restaurants, Inc.
Huntington Beach, USA
03.2018 - 05.2019
- Collected and stored videos to support the risk department's investigation of guest contact calls and minor incidents.
- Contributed innovative ideas and solutions to enhance team performance and outcomes.
- Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
- Completed day-to-day duties accurately and efficiently.
Sr. Resolution Specialist, Risk Management
BJ's Restaurants, Inc.
Huntington Beach, USA
11.2015 - 08.2017
- Conducted investigations into guest incidents at BJ's Restaurants nationwide, ensuring comprehensive documentation of each case.
- Interviewed guests, employees, and witnesses to compile thorough reports, facilitating informed decision-making for incident resolutions.
- Evaluated injuries and property damages for settlement negotiations or liability denial.
- Negotiated with guests and attorneys to finalize settlement agreements, achieving fair outcomes and minimizing potential legal disputes.
- Preserved video documentation of incidents using internal camera systems.
Education
Bachelor of Arts - Journalism/PR
CSULB
Long Beach, CASkills
- Customer service excellence
- Verbal and written communication
- Problem solving
- Initiative
- Relationship management
- Time management
- Policy compliance
- Document management
- Legal compliance
- Conflict resolution
- Attention to detail
- Professional demeanor
- Administrative support
- Critical thinking
- Punctuality and reliability
Certification
- Insurance Producer - Property and Casualty - CA. Department of Insurance License #4393093
Timeline
Licensed Insurance Producer/Account Representative
Sarah Atkinson Agency - State Farm
04.2024 - 06.2026
Licensing/Legal Coordinator
BJ's Restaurants, Inc.
05.2019 - 06.2023
Risk Management Temporary Employee
BJ's Restaurants, Inc.
03.2018 - 05.2019
Sr. Resolution Specialist, Risk Management
BJ's Restaurants, Inc.
11.2015 - 08.2017
Bachelor of Arts - Journalism/PR
CSULB