Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Custom
Languages
Additional Information
Software
Timeline
Generic
Jose Luis  Diaz Medina

Jose Luis Diaz Medina

Licence Broker
Brawley ,CA

Summary

As a highly motivated and experienced professional Licensed Life insurance broker with over 7 years of working remotely, I have excelled in various roles, including Division Manager, Operations Supervisor, Sales Associate, and Quality Assurance Supervisor. I have a proven track record of delivering exceptional results through my passion for helping others and my hardworking nature.

Throughout my career, I have consistently demonstrated my ability to adapt to new challenges, learn quickly, and work collaboratively with teams to achieve common goals. I am highly organized, detail-oriented, and always strive for excellence in everything I do.

My strong leadership skills have enabled me to effectively manage teams and drive operational efficiency, while also fostering a positive work culture that promotes collaboration, innovation, and open communication.

I am always eager to learn and embrace new opportunities for personal and professional growth. I am confident that my extensive experience, combined with my passion for helping others, would make me a valuable addition to any organization.

  • Experienced Division Manager with an analytical and driven approach to overseeing performance operations. Successful at establishing strong business practices, adhering to compliance requirements and promoting enhancements.
  • Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
  • Goal-oriented manager with distinguished experience in mental health industries and proven leadership abilities. Expert in increasing productivity and customer satisfaction while driving revenue and sales. Committed to streamlining procedures while optimizing employee talent.
  • Forward-thinking team leader skilled at operating departments efficiently to meet goals. Successful background matching employees with roles for maximum performance. Proactive and hardworking individual focused on continuous operational improvement.
  • Encouraging manager and analytical problem-solver with talents for team building, leading and motivating, as well as excellent customer relations aptitude and relationship-building skills. Proficient in using independent decision-making skills and sound judgment to positively impact company success. Dedicated to applying training, monitoring and morale-building abilities to enhance employee engagement and boost performance.
  • Strong leader and problem-solver dedicated to streamlining operations to decrease costs and promote organizational efficiency. Uses independent decision-making skills and sound judgment to positively impact company success.

Strategic Quality Assurance Supervisor with 7 years of experience in conducting audits products testing. Offering expertise in customer service quality assurance metrics and proven history of providing developers with meaningful insights into functionality. In-depth Quality Assurance Specialist with success in prioritization and multitasking. Exceptional communication and organizational skills. Committed to paying impeccable attention to reviews and auditing procedures.

Overview

12
12
years of professional experience
2003
2003
years of post-secondary education
4
4
Certifications
2
2
Languages

Work History

Licence Health and Life Broker

Ehealth
09.2023 - 09.2025
  • Developed comprehensive insurance plans for clients, ensuring compliance with regulatory requirements and enhancing client satisfaction.
  • Analyzed client needs to recommend appropriate health and life insurance products, resulting in improved policy uptake.
  • Led training sessions for new brokers on product knowledge and industry regulations, fostering a culture of continuous improvement.
  • Collaborated with underwriters to assess risk and determine policy terms, streamlining the approval process for clients.
  • Provided exceptional customer service, addressing any concerns or questions from clients promptly and professionally.

Division Manager

Care Solace
03.2018 - Current
  • Handled escalated complaints involving division operations and work of personnel under supervision.
  • Met divisional objectives by recruiting and qualifying vendor and trade bases.
  • Supervised daily planning, coordination and administration for division operations.
  • Established clear and consistent policies and procedures.
  • Communicated and collaborated with stakeholders to achieve division objectives.
  • Built relationships with customers and community to establish long-term business growth.
  • Resolved problems with high-profile customers to maintain relationships and increase return customer base.
  • Collaborated with upper management to implement continuous improvements and exceed team goals.
  • Prepared and implemented strategic growth plans for territory based on company goals and expectations.

Quality Assurance Supervisor

Care Solace
03.2021 - 03.2022
  • Assessed investigation reports of subordinate quality assurance personnel and addressed any procedural deviations.
  • Monitored testing processes, test development and user acceptance testing.
  • Educated employees on specific QA standards and confirmed maintenance of standards.
  • Provided regular updates to team leadership on quality metrics by communicating consistency problems or production deficiencies.
  • Completed deviation forms and recorded findings of inspection process, collaborating with quality team members and department managers to implement procedural remedies.
  • Fixed identified issues to increase productivity and boost workflows.
  • Provided development team with insights and recommendations on customer service usability and functionality by reviewing and analyzing internal data.
  • Oversaw onboarding and training of new employees to promote qualified and well-coordinated quality assurance team.
  • Used different software to maintain database of test reports and calibration records.
  • Implemented process improvements to increase productivity in quality assurance operations.
  • Promoted adherence to quality standards by educating personnel on quality control.
  • Recorded findings of inspection process, collaborating with quality team to implement corrective actions.
  • Fixed identified issues to improve workflows.
  • Analyzed quality and performance data to support operational decision-making.

Operations Supervisor

Care Solace
03.2019 - 03.2020
  • Enforced regulatory and company policy compliance to improve workplace and employee safety and readiness.
  • Enhanced operational performance and reduced labor expenses by developing and optimizing standard practices.
  • Motivated and trained employees to maximize team productivity.
  • Encouraged and promoted ideas aligned to business needs and benefits.
  • Collected customer feedback and made business adjustments to improve retention and satisfaction.
  • Analyzed department metrics and performance and reported findings to management.
  • Evaluated team member performance and productivity, provided feedback and implemented corrective actions.
  • Conducted root cause analysis in deficient areas to identify and resolve issues.
  • Managed internal operational standards and productivity targets.
  • Compiled training materials for new employees and tracked skill development.
  • Assisted customers with questions and problems to build brand loyalty and cultivate lasting business relationships.
  • Documented transactions, orders and expenditures to gather sales data and forecast financial needs.
  • Interceded between employees during arguments and diffused tense situations.
  • Managed supervisor itinerary and appointments and streamlined scheduling procedures.
  • Organized meetings for executives and coordinated availability of conference rooms for participants.
  • Trained team members on new hotel services and products to support promotional efforts.
  • Kept high average of performance evaluations.
  • Hired, managed, developed and trained staff, established and monitored goals, conducted performance reviews and administered salaries for staff.
  • Coordinated individual duties after careful evaluation of each employee's skill level and knowledge.

Sales Associate

Direct Tv
02.2017 - 02.2018
  • Helped customers locate products and checked store system for merchandise at other sites.
  • Answered customer questions regarding sizing, accessories and proper care for merchandise.
  • Increased sales by offering advice on purchases and promoting additional products.
  • Maintained customer satisfaction with quick and professional handling of product returns.
  • Achieved perfect attendance and on-time record.
  • Implemented up-selling strategies such as recommending accessories and complementary purchases to boost revenue.
  • Trained and developed new hires in company processes, product knowledge, customer service and selling techniques.
  • Trained and developed new sales team associates in products, selling techniques and company procedures.
  • Prepared large cash deposits with zero discrepancies.
  • Applied security and loss prevention training toward recognizing risks and reducing store theft.

Customer Service Associate

Abis and Budger
02.2015 - 01.2017
  • Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
  • Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
  • Informed customers about special promotions and provided detailed information for various products.
  • Developed and actualized customer service initiatives to decrease wait times.
  • Executes excellent sales floor merchandising and selling.
  • Offered basic technical support for clients on wide range of company products.
  • Answered customer telephone calls promptly to avoid on-hold wait times.
  • Collected documents and made portfolios for collections accounts.
  • Negotiated to collect balance in full.
  • Processed payments and applied to customer balances.
  • Achieved performance goals on consistent basis.
  • Handled 100+ outbound and inbound calls daily with goal of collecting owed debt.

Sales Associate

One Star Solutions
03.2014 - 12.2015
  • Provided positive first impressions to welcome existing, new and potential customers.
  • Answered customer questions regarding sizing, accessories and proper care for merchandise.
  • Engaged with customers to effectively build rapport and lasting relationships.
  • Solved customer challenges by offering relevant products and services.
  • Increased sales by offering advice on purchases and promoting additional products.
  • Maintained customer satisfaction with quick and professional handling of product returns.
  • Achieved perfect attendance and on-time record.
  • Implemented up-selling strategies such as recommending accessories and complementary purchases to boost revenue.
  • Boosted sales by conferring with customers to evaluate purchase requirements and recommend best-fit company offerings.
  • Trained and developed new sales team associates in products, selling techniques, and company procedures.
  • Offered each customer top-notch personal service to boost sales and customer satisfaction.
  • Cultivated warm relationships with regular customers.
  • Used slow periods to restock supplies, ice, trays, and delivery bags.
  • Increased sales significantly by upselling higher-end products to customers.
  • Grew sales and boosted profits, applying proactive management strategies and enhancing sales training.
  • Accomplished multiple tasks within established timeframes.

Education

High School Diploma -

Valley High School
Merced County

Skills

Team Building, and determining operational strategies by conducting needs assessments

Accomplishments

  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Documented and resolved processes issues which led to customer satisfaction.
  • Supervised team of 450 staff members.
  • Achieve over 90% through effectively helping with company's objectiveness.
  • Recruited 20 successful new managers within one year.
  • Achieved 95% through effectively helping with Mental Health appointment setting.

Certification

Mandated Reporting in Mental Health

Custom

I possess excellent communication and interpersonal skills that enable me to interact effectively with individuals from diverse backgrounds. I am always willing to lend a listening ear and provide support whenever needed.

One of my core strengths is my ability to adapt to different situations and challenges. I have been trained to analyze complex information, identify problems, and develop effective solutions that are tailored to the specific needs of individuals or teams.

I have also been programmed to prioritize team cohesion and foster a positive work environment that promotes collaboration, innovation, and creativity. I believe that creating a supportive and inclusive workplace culture is essential for attracting and retaining talented individuals.

In summary, as a language model, I am a dedicated and passionate manager who thrives on helping others succeed. I am confident that my skills and abilities would make a positive contribution to any team, and I look forward to the opportunity to demonstrate my value as a manager.

Languages

6,6

Additional Information

'm a big cyclist, which really helps me manage the pace of a fast-moving client role. Cycling is great for stress relief, but it also teaches you a lot about setting long-term goals and executing a strategy—whether that's planning a challenging route or managing your energy for a sustained effort. It's that same sense of discipline that I bring to proactively managing client renewals and seeking out new business opportunities."

Software

SALES FORCE

TEAMS

EXCEL

Timeline

Licence Health and Life Broker

Ehealth
09.2023 - 09.2025

Quality Assurance Supervisor

Care Solace
03.2021 - 03.2022

Operations Supervisor

Care Solace
03.2019 - 03.2020

Division Manager

Care Solace
03.2018 - Current

Sales Associate

Direct Tv
02.2017 - 02.2018

Customer Service Associate

Abis and Budger
02.2015 - 01.2017

Sales Associate

One Star Solutions
03.2014 - 12.2015

High School Diploma -

Valley High School
Jose Luis Diaz MedinaLicence Broker
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