Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Joselyn Urena

Northvale

Summary

Skilled in compassionate care and problem-solving, I leveraged these abilities at Farmers Insurance Agency to enhance client retention and satisfaction. Demonstrating dependable responsibility and effective communication, I streamlined renewal processes and tailored insurance solutions, significantly improving service quality.

Overview

26
26
years of professional experience
1
1
Certification

Work History

Caregiver

Private Care
02.2024 - 10.2024
  • Delivered personal care services, promoting dignity and respect for individuals.
  • Created engaging activities that stimulated mental and physical wellness of clients.
  • Implemented individualized care plans to meet specific needs of clients.

Sales Associate

Edward Medina Agency
05.2020 - 02.2022
  • Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
  • Handled cash transactions efficiently while adhering to company cash handling policies, ensuring accuracy in all financial exchanges.
  • Built relationships with customers to encourage repeat business.
  • Managed returns, exchanges and refunds in accordance with store policy.
  • Maintained calm demeanor and professionally managed issues in busy, high-stress situations.

Insurance Agent

Farmers Insurance Agency
01.2013 - 07.2019
  • Established lasting client connections by maintaining regular communication.
  • Effectively handled policy renewals, guaranteeing prompt processing.
  • Cultivated robust customer interactions to deliver outstanding service.
  • Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
  • Streamlined renewal process, making it easier for clients to update and maintain their policies.
  • Educated clients on insurance policies and procedures.
  • Met with customers to provide information about available products and policies.
  • Calculated premiums and established payment methods for sales.
  • Improved client retention rates with exceptional service and timely follow-up on policy inquiries and adjustments.

Insurance Agent

Allstate In’s-Joselyn Urena Agency
04.1999 - 11.2012
  • Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
  • Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
  • Cross-sold insurance products to existing clients to reach sales targets.
  • Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
  • Prepared and reviewed insurance applications to verify compliance with regulations.
  • Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.

Education

Property & Casualty - Insurance

College of Insurance
New York, NY
1996

Liberal Studies

Sweard Park High School
New York, NY
06.1987

Skills

  • Respectful and compassionate
  • Time management
  • Elderly care
  • Problem-solving
  • Dependable and responsible
  • Patient care
  • Daily living assistance
  • Emotional support
  • Meal preparation
  • Compassionate care
  • Flexible schedule
  • Verbal and written communication skills
  • First aid and safety
  • Compassionate communication
  • Medication and appointment reminders

Certification

  • Notary Public License - State Secretary of State or Equivalent Authority.
  • First Aid Certification - American Red Cross or St John Ambulance.
  • Adult CPR/AED certification – American Red Cross.
  • Home Health Aide (HHA) Certification
  • Name of Certification Issuing Organization Year Month

Languages

Spanish
Native or Bilingual
English
Professional Working

Timeline

Caregiver

Private Care
02.2024 - 10.2024

Sales Associate

Edward Medina Agency
05.2020 - 02.2022

Insurance Agent

Farmers Insurance Agency
01.2013 - 07.2019

Insurance Agent

Allstate In’s-Joselyn Urena Agency
04.1999 - 11.2012

Property & Casualty - Insurance

College of Insurance

Liberal Studies

Sweard Park High School

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Joselyn Urena