Josephine Casazza
Rancho Cucamonga
Summary
Driven Customer Service with 16 years of experience offering personalized, courteous service. Expert at managing insurance sales cycle, prospecting and follow-up support. Skillful in advising current and potential clients on insurance coverage plans and processing applications, payments and corrections. Resourceful and versatile professional with reputation for consistently achieving aggressive sales goals. Talented Insurance Sales Agent with in-depth policy and regulations knowledge. Experienced in providing tailored solutions to clients. Outgoing individual with great task prioritization skills.
Overview
16
16
years of professional experience
Work History
Independent Insurance Broker
Casazza Insurance Agency
05.2007 - Current
- Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.
- Reviewed policy applications for errors and liaised with underwriters to facilitate quick completion of application process.
- Handled approximately 50 outbound and inbound sales-related calls per week to qualify individuals interested in purchasing insurance coverage.
Activity Assistant Coordinator/CNA
Casa Bonita Rehab
06.2018 - 09.2020
- Facilitated special programs such as music and memory activities.
- Visited less capable residents in rooms to provide daily assistance and engagement.
- Designed wide variety of activities to stimulate interest, involvement and engagement of patients.
- Created and delivered recreational programs for small and large groups of residents.
- Maintained running inventory of supplies and purchases to monitor budget expenditures.
- Promoted qualities such as leadership, physical activity and personal self-esteem with diverse and robust activity program
- Managed calendars, prepared activity rooms and documented resident attendance
- Visited less capable residents in rooms to provide daily assistance and engagement
Activity Assistant Coordinator/CNA
Golden Cross Health Care
04.2014 - 05.2018
- Coordinated logistics for event decor and supplies, location reservations and attendee registrations.
- Assist in planning and implementation of activity programs that meet physical , mental and psychological need and interest of the residents.
- Managed day-to-day operations of facilities, monitoring inventory use, attendee safety and event participation.
- Promoted qualities such as leadership, physical activity and personal self-esteem with diverse and robust activity program.
- Reviewed physical, social, psychological and emotional needs of residents to identify and improve program offerings.
Education
Certified Nurse Assistant
Department of Heath
California Department Of Health 04.2014
Insurance License
California Department Of Insurance
Los Angles CAlifornia 05.2007
Associate of Applied Science - Midwifery
Saint Vincent School of Midwifery
Cebu , Philippines 04.2004
High School Diploma -
Abellana National High School
Cebu Philippines04.1971
Skills
- Clinical Support
- Workflow Processes
- CRM Tracking
- Client Account Management
- Customer Referrals
- Persuasive Selling
- Effective Customer Communication
- Marketing
- Lead Prospecting
- Form Completion and Submission
- Risk Management
- Policy Feature Explanations
Timeline
Activity Assistant Coordinator/CNA
Casa Bonita Rehab
06.2018 - 09.2020
Activity Assistant Coordinator/CNA
Golden Cross Health Care
04.2014 - 05.2018
Independent Insurance Broker
Casazza Insurance Agency
05.2007 - Current
Certified Nurse Assistant
Department of Heath
Insurance License
California Department Of Insurance
Associate of Applied Science - Midwifery
Saint Vincent School of Midwifery
High School Diploma -
Abellana National High School
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