Josephine Casazza
Rancho Cucamonga,CA
Summary
Proven ability to excel in customer service, as well as work in fast paced environment. Having the ability to quickly learn and apply new concepts and procedures. Experience working in high volume work environment without scarifying quality service or customer satisfaction.
Experienced administrative professional prepared for this role with strong background in office management, scheduling, and communication. Skilled in handling multiple tasks efficiently, ensuring smooth operations, and supporting executive teams. Team collaboration and adaptability to changing needs drive consistent achievement of organizational goals. Known for reliability and fostering positive work environment.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Writing Agent
Casazza Insurance Agency
10722 Arrow Route Suite 702, Rancho Cucamonga CA
05.2005 - Current
- Update and maintain office forms and procedures, and assist with administrative tasks
- Prepare insurance contracts and endorsement
- Market and sell new business
- Answer central telephone system, screen and direct calls to appropriate party/department
- Greet, assist visitors, and escort them to an office or meeting room
- Prepare outgoing mail; sort, process, and distribute incoming mail
- Deposit checks to banking institute
- Provide support and assistance with administrative tasks to all departments as needed (i.e Scanning, filing, maintaining office documents)
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors
Administrative Assistant Office Manager
Santa Yekatrina
Los Angeles, CA
11.2020 - 04.2025
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
- Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
- Ensured accurate record-keeping with diligent data entry and database management for vital company information.
- Coordinated office operations, ensuring efficiency in administrative processes.
- Managed schedules and appointments for senior management to optimize time utilization.
- Oversaw office supply inventory, negotiating with vendors for cost-effective purchasing solutions.
Activity Assistant
Casa Bonita Convalescent Hospital
535 E Bonita Avenue San Dimas CA
06.2018 - 06.2020
- Engaged residents through events, small groups, and personal attention.
- Provided emotional support and companionship to improve quality of life for residents.
- Helped residents build and maintain interpersonal relationships, social skills, mental abilities, and confidence.
- Planned, coordinated, and implemented activities to address needs of participants with varying abilities.
- Provided compassionate support for residents experiencing emotional challenges or undergoing personal transitions within their living environment.
- Conducted sensory stimulation activities for memory care patients, improving mood regulation and reducing agitation incidents.
- Assisted in the development of individualized care plans by contributing insights on residents' interests, preferences, and abilities gathered during activities engagements.
- Assisted with physical therapy exercises, promoting increased mobility and functional independence among participant
Insurance CSR
Fortuna Insurance Agency
06.2013 - 06.2015
- Participate in all aspects of insurance business including new and renewal business, presenting quotes, policies, processing application, handling post application questions, processing binders and confirmation of coverage
- Analyzed customer needs and provided best options, up-selling products and services
- Engaged customers and provided high level of service by carefully explaining details about documents
- Developed insurance cross-selling opportunities
- Analyzed customer needs and provided best options, upselling products and services
- Offered policy guidance and management to promote asset protection.
- Answered customer telephone calls promptly to avoid on-hold wait times.
- Developed strong relationships with clients by understanding their needs and preferences, fostering long-term loyalty.
- Enhanced customer satisfaction by promptly addressing inquiries and resolving issues efficiently.
Insurance CSR/Agent
ProAm Insurance Agency
07.2008 - 11.2010
- Participated in all aspects of insurance business including marketing new and renewal business, presenting policies and processing application
- Handle post application questions, processing binder and confirmation of coverage
- Engaged customers and provided high level of service by carefully explaining details about documents
- Skillfully and patiently explained coverage options to potential policyholder, answering any questions or concerns
- Analyzed customer needs and provided best options, upselling products and services.
- De-escalated and resolved customer complaints with punctual, polite and professional service
- Managed high call volumes, maintaining a professional demeanor during peak hours and effectively multitasking in a fast-paced environment.
- Demonstrated empathy and active listening skills, resulting in a higher rate of customer satisfaction and repeat business.
- Uphold strict adherence to company policies and procedures while providing exceptional service experiences for each client interaction.
- Assisted customers with account set-up, enabling smooth transitions into using the company's products or services.
- Delivered outstanding problem-solving skills in addressing recurring issues that resulted in improved operational efficiency.
- Managed customer inquiries, providing accurate information on policy details and coverage options.
- Resolved claims issues efficiently, ensuring timely communication with clients and third-party providers.
Education
No Degree -
Golden Hyde School
Rosemead, CASome College (No Degree) -
Citrus College
Glendora, CAMidwifery Certificate of Competition - Nursing
St Vincent School Of Midwifery
Cebu Philippines04-1974
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Some College
01-2017
Skills
- The desire for and ability to learn new skills
- Professional verbal and written communication skills, ability and desire to work with public
- Basic Knowledge in computer
- Ability to handle incoming calls on a multi-line business phone
- Ability to work independently with minimal supervision as well as in a team oriented environment
Certification
- Fire and Casualty, life license
- Certified Nursing Assistant
- Certified Activity Leader
Languages
English
Native or Bilingual
Timeline
Administrative Assistant Office Manager
Santa Yekatrina
11.2020 - 04.2025
Activity Assistant
Casa Bonita Convalescent Hospital
06.2018 - 06.2020
Insurance CSR
Fortuna Insurance Agency
06.2013 - 06.2015
Insurance CSR/Agent
ProAm Insurance Agency
07.2008 - 11.2010
Writing Agent
Casazza Insurance Agency
05.2005 - Current
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Some College
No Degree -
Golden Hyde School
Some College (No Degree) -
Citrus College
Midwifery Certificate of Competition - Nursing
St Vincent School Of Midwifery