JOSEPH ADDO
Sandy,UT
Summary
Dynamic Property and Casualty (P&C) licensed professional with extensive administrative and client service expertise in real estate, insurance, and lending sectors. Proven ability in CRM management, appointment scheduling, and handling confidential documentation, consistently managing 30–60 client interactions daily. Committed to leveraging strong organizational skills to support teams, streamline operations, and enhance customer satisfaction within a reputable insurance organization. Eager to contribute to a collaborative environment that values efficiency and exceptional service delivery.
Overview
1
1
Certification
6
6
years of professional experience
Work History
Associate Agent Realtor
Opendoor
Salt Lake City
02.2023 - 04.2026
- Showed homes to prospective buyers, hosted open houses, and attended inspections.
- Answered questions about listing and the community where it's located.
- Managed appointments and property access with listing agents.
- Gathered and relayed client impressions to the lead agent for follow-up.
- Utilized advanced scheduling platforms to manage appointments and coordinate with clients.
- Tracked interactions with potential buyers and maintained organized records of showings and feedback with CRM.
Customer Support Agent
Tesla
07.2022 - 01.2023
- Assessed customer needs and proactively resolved roadside issues.
- Effectively communicated customer concerns to the towing provider network, service center staff, and other relevant parties for issue resolution.
- Determined the optimal course of action for various roadside events.
- Accurately recorded issues and data into CRM/Vehicle Support Systems.
Funding Analyst
Avid Acceptance
Midvale
02.2020 - 01.2021
- Reviewed and processed Auto loan applications for accuracy and ensure it meets underwriting guidelines.
- Maintained confidentiality with sensitive financial and/or personal information.
- Built relationships with partnered dealers, vendors, and departments within Avid using a strong focus on customer service.
- Utilized CRM to enter data and other information pertaining to the application. Completed 30-60 daily outbound and inbound calls to verify applicant information.
Education
Master of Arts - Management
Bellevue University
Bellevue, NE07-2010
Bachelor of Arts - Business Administration
Washington State University
Vancouver, WA05-2004
Skills
- Time Management Expert
- Communication Expert
- Problem-solving
- Customer service and care
- Critical thinking
- Organizational skills
Certification
Feb 2026 — Mar 2027 Resident P&C License Utah Insurance Department Utah
Timeline
Associate Agent Realtor
Opendoor
02.2023 - 04.2026
Customer Support Agent
Tesla
07.2022 - 01.2023
Funding Analyst
Avid Acceptance
02.2020 - 01.2021
Master of Arts - Management
Bellevue University
Bachelor of Arts - Business Administration
Washington State University