Joseph Aquino
Underwriter
Ocala,FL
Summary
Collaborative leader with dedication to partnering with coworkers to promote engaged, empowering work culture. Documented strengths in building and maintaining relationships with diverse range of stakeholders in dynamic, fast-paced settings. "Client first" mentality coupled with a desire for continuous knowledge in industry trends.
Overview
20
20
years of professional experience
5
5
Certifications/ Licenses
Work History
Insurance Underwriter
Symmetry Financial Group
Ocala, FL
05.2024 - Current
- Maintained records of clients across various database systems to verify and maintain accurate data entry.
- Actively participated in training sessions and team meetings to stay up-to-date on changes in regulations related to insurance policies and industry trends.
- Developed proficiency in company software and CRM through comprehensive training, resulting in improved communication and accurate client data input.
- Strategically marketed abilities by participating in conferences focused on client relations, effective communication strategies, and sales negotiation tactics.
- Safeguarded families by leveraging expertise in various product provisions and customization options.
Installer/Warehouse Associate
West Shore Home
Ocala, FL
05.2022 - 01.2024
- Delivered, demolished, created, and installed new bathtub or showers
- Worked remotely at customer's home or in warehouse/call center
- Logged and accounted inventory for warehouse
- Used customer software to log, schedule, update, and finalize payments
- Utilized employee software to create, maintain, and update employee files
- Called customers to confirm or update appointments or requests
- Communicated with other vendors/companies to complete orders and confirm deliveries
Manager
PRIMA ITALIAN STEAKHOUSE
The Villages, FL
12.2021 - 06.2022
- Managed a team of over 60 employees
- Implemented policies and restructured procedures for a more efficient, organized workplace
- Created a team oriented culture while bringing up morale
- Planned and hosted successful events for team building and customer experience
- Coached and trained team members, resulting in higher sales and higher customer satisfaction surveys
- Called customers and vendors to create, update, or confirm events and finalize payments
Manager
Sonny's BBQ
Ocala, FL
03.2021 - 01.2022
- Oversaw daily operation of restaurants, created and implemented plans to achieve daily, weekly and monthly goals
- Checked stock levels, placed orders, loaded, unloaded, organized, and kept cleanliness throughout shifts
- Assisted team members in their area as needed while coaching and training
- Reviewed applications, scheduled interviews, conducted interviews, hired, trained, coached, and fired team members when needed
- Created weekly schedules
- Drove delivery van to caterings
- Helped manage other store locations as needed
- Called customers to follow up on requests, create events, provide catering, and process payments
Server/Bartender
Bonefish Grill
The Villages, FL
10.2012 - 09.2020
- Satisfied guest needs and ensured a proper dining experience
- Provided legendary customer service, kept dining area appealing to all senses, and accommodated guest requests
- Long hours on feet, lifting heavy weight, money handling, menu knowledge, producing and increasing sales are daily tasks
- I've had a few moments during my employment in which I formally left and regained my position
- Assisted in training new servers.
Leasing Agent
Carlton Arms Ocala
Ocala, FL
04.2016 - 06.2018
- Provide customer service for residents of over 800 apartments
- Greeted prospective tenants, answered questions, and provided tours of the property
- Processed applications by conducting background checks and verifying references
- Collected security deposits from new tenants.
- Maintained accurate records of all tenant leases, payments, and occupancy status
- Ensured that all applicable laws and regulations were followed in accordance with local housing codes
- Coordinated repairs and scheduled regular maintenance on rental units.
- Managed multiple projects simultaneously while meeting deadlines.
- Participated in community events related to leasing activities or tenant relations.
- Developed strong, professional relationships with residents by delivering exemplary service and engagement
- Handled all calls with professionalism
Manager
Studio 200 Salon
Ocala, FL
03.2014 - 01.2016
- Managed daily operations of the salon
- Opened and closed the salon each shift
- Coordinated and monitored the schedule of over 14 stylists
- Handled all calls, scheduled appointments, adjusted appointments, greeted clients, and delivered a great experience with each appointment
- Increased sales with services and products, marketed products, accounted for all products, and kept logistics of products and chemicals
- Kept register accurate and handle all sales, cash and credit
- Reported to owners and held monthly meetings
Operations and Logistics Manager
Scope Solutions
Tampa, FL
01.2011 - 08.2011
- Operated, managed, and accounted for all equipment used in the BP oil spill cleanup station in the Port of Tampa
- I was responsible for a seasonal station during the time it was needed
- The station housed an abundance of gear and equipment for workers of the BP oil spill which I ensured were logged and accounted for daily
- Ordered and stocked all equipment
- Successfully operated my station during my time in the Tampa Port
Key Leader
City Fire Grill/ Urban Flats
The Villages, FL
07.2007 - 03.2012
- Communicated daily with management to ensure successful operations.
- Coached team members on effective customer service techniques.
- Assisted in the hiring, training, and development of new staff members.
- Worked up from server, to bartender, to key lead
Grill Cook
RJ Gators
Lady Lake, FL
06.2006 - 06.2007
- Ensured proper station set up and stocked supplies
- Cooked all tickets items on grill side while preparing salads
- Followed sanitation and safe food guidelines
- Cleaned up station and prepare for next shift.
Lead Lifeguard
Wild Waters Adventure Park
Ocala, FL
05.2004 - 08.2006
- Helped recruit and train staff
- Maintained and coached staff of all safety guidelines
- Certified Ellis & Associates Lifeguard
- Made over 20 deep water saves
- Assisted in any emergency situation
- Ensured safety of patrons by monitoring activities in pool area and enforcing rules; assisted in emergency situations
- Conducted daily maintenance checks of lifeguard equipment, pool chemicals, and first aid supplies
Education
Associate of Arts - Psychology
College of Central Florida
Ocala,FL12-2024
High School Diploma -
Lake Weir High School
Ocala, FL05-2006
Some College (No Degree) - Criminal Justice
Central Florida Community College
Ocala, FLSkills
- Client Support Specialist
- Data Entry and Accuracy
- Bilingual (English, Spanish)
- Document Preparation
- Effective Speaking
- Microsoft Office
- File Management
- Human Resources
- Conflict Management
- Computer Software
Certification
- Certificate: ServSafe Food Handler 2020-2025
- Certificate: Anti-Money Laundering
- Certificate: Florida 0215 - Life Incl Variable Annuity and Health
- License: Florida 0214 - Life Incl Variable Annuity
- License: Florida 0240 - Health
Languages
English
Native/ Bilingual
Spanish
Professional
Affiliations
- Youth Baseball Coach
- Self Defense and Wrestling Coach
- Freelance Photographer
- Freelance Editor
References
References available upon request.
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Work Preference
Work Type
Full TimePart TimeLocation Preference
RemoteHybridImportant To Me
Company CultureWork-life balanceHealthcare benefitsWork from home optionFlexible work hoursCareer advancementSoftware
Microsoft Office
Slack
Zoom
Workplace
Salesforce
B2B
Aloha
Twitch
Discord
PS Network
Adobe
Inshot
Timeline
Insurance Underwriter
Symmetry Financial Group
05.2024 - Current
Installer/Warehouse Associate
West Shore Home
05.2022 - 01.2024
Manager
PRIMA ITALIAN STEAKHOUSE
12.2021 - 06.2022
Manager
Sonny's BBQ
03.2021 - 01.2022
Leasing Agent
Carlton Arms Ocala
04.2016 - 06.2018
Manager
Studio 200 Salon
03.2014 - 01.2016
Server/Bartender
Bonefish Grill
10.2012 - 09.2020
Operations and Logistics Manager
Scope Solutions
01.2011 - 08.2011
Key Leader
City Fire Grill/ Urban Flats
07.2007 - 03.2012
Grill Cook
RJ Gators
06.2006 - 06.2007
Lead Lifeguard
Wild Waters Adventure Park
05.2004 - 08.2006
Associate of Arts - Psychology
College of Central Florida
High School Diploma -
Lake Weir High School
Some College (No Degree) - Criminal Justice
Central Florida Community College