Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

John Perez

Huber Heights

Summary

Results-driven insurance agent with extensive experience at Lincoln Heritage Life Insurance, specializing in client relationship management and innovative sales strategies. Expertise in risk analysis led to improved service delivery and heightened client satisfaction. Committed to team development, consistently met and exceeded performance goals through strategic coaching and support.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Insurance Agent

Lincoln Heritage Life Insurance
Huber Heights
07.2024 - 01.2025
  • Responded promptly to client inquiries about coverage plans, ensuring accurate information delivery.
  • Cultivated relationships with new clients through cold calling and referrals from existing customers.
  • Maintained up-to-date knowledge of industry trends, financial products, and insurance services.

Dispatcher

Amazon
Vandalia
04.2023 - 08.2024
  • Assigned drivers to routes based on customer requirements to enhance delivery efficiency.
  • Monitored personnel and equipment locations, optimizing service coordination across operations.
  • Tracked resource utilization, improving scheduling efficiency for better operational flow.
  • Resolved customer complaints regarding service issues or delays to maintain satisfaction.

Team Lead

Chick-Fil-A
Huber Heights
02.2022 - 01.2023
  • Facilitated achievement of store goals through support of team initiatives.
  • Coached new employees to improve task performance and efficiency.
  • Reviewed completed work for quality, consistency, and adherence to standards.
  • Promptly identified customer needs to enhance service delivery.

Education

Culinary Training Diploma -

Harvest Food Bank
Orlando, FL
11.2019

High School Diploma -

Lyman High School
Longwood, FL
05.2017

Skills

  • Client relationship management
  • Policy development
  • Risk analysis
  • Customer service
  • Sales strategies
  • Team building

Certification

  • Whole Life Insurance

Timeline

Insurance Agent

Lincoln Heritage Life Insurance
07.2024 - 01.2025

Dispatcher

Amazon
04.2023 - 08.2024

Team Lead

Chick-Fil-A
02.2022 - 01.2023

Culinary Training Diploma -

Harvest Food Bank

High School Diploma -

Lyman High School

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