Jose Mendoza
Summary
Results-driven professional, known for exceptional productivity and efficiency in task completion. Skilled in client relationship management, policy customization, and market analysis. Excel at communication, problem-solving, team work, and adaptability. Leveraging these soft skills to meet and exceed targets consistently.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Insurance Agent
ALPA INSURANCE
GARLAND
01.2025 - 04.2026
- Assisted clients in selecting appropriate insurance coverage options.
- Conducted policy reviews to ensure compliance with regulations and client needs.
- Processed applications and managed client documentation efficiently.
- Collaborated with underwriters to assess risk factors for policies.
- Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
- Processed payments received from clients promptly according to established procedures.
Fulfillment Associate
Amazon
Carrollton
07.2024 - 01.2025
- Packed customer orders accurately and efficiently to meet fulfillment goals.
- Operated warehouse equipment safely for inventory management and order processing.
- Maintained cleanliness and organization of work area to ensure safety standards.
- Conducted quality checks on products before shipment to ensure compliance.
- Picked orders from inventory with high accuracy, ensuring timely preparation for shipment.
- Resolved issues with orders, including missing or incorrect items, to ensure customer satisfaction.
Customer Service Representative
Cliffs Check Cashing
Dallas
03.2023 - 07.2024
- Assisted customers with cashing checks and handling transactions.
- Resolved customer inquiries and complaints in a timely manner.
- Processed customer identification and verified documents for compliance.
- Maintained accurate records of transactions and customer interactions.
- Educated customers on financial services and product offerings available.
- Managed cash drawer, ensuring funds balanced at the end of each shift.
- Identified opportunities for upselling additional products or services based on customer needs.
- Engaged in conversation with customers to understand needs, resolve issues and answer product questions.
Shift Manager
PLS Financial Services
Garland
11.2021 - 03.2023
- Trained and mentored staff on company policies and customer service standards.
- Managed scheduling and staffing to meet operational needs during peak hours.
- Supervised daily operations to ensure efficient service delivery for customers.
- Collaborated with management on training programs for new employees' onboarding.
- Managed daily cash intake by counting out registers and tabulating profits.
- Oversaw the training of new employees on customer service, product knowledge, and cash handling techniques.
- Ensured completion of all opening and closing duties were completed accurately according to established guidelines.
- Monitored store operations to ensure compliance with company policies and procedures.
- Counted and balanced registers.
Education
TDLR - IEC Apprentice Program
Independent Electrical Contractors
Irving, TX 04.2026 - 05.2026
North Garland Highschool
Garland , TXSkills
- Insurance regulation
- Regulatory compliance
- Problem solving
- Team leadership
- Quotes and sales
- Direct marketing
- Customer service
Languages
- English
- Spanish
Certification
- Limited Lines License
Timeline
TDLR - IEC Apprentice Program
Independent Electrical Contractors
04.2026 - 05.2026
Insurance Agent
ALPA INSURANCE
01.2025 - 04.2026
Fulfillment Associate
Amazon
07.2024 - 01.2025
Customer Service Representative
Cliffs Check Cashing
03.2023 - 07.2024
Shift Manager
PLS Financial Services
11.2021 - 03.2023
North Garland Highschool