Joshua Guzman
Pico Rivera,CA
Summary
Dynamic Life Insurance Agent with Globe Life Insurance, skilled in insurance policy sales and client relationship management. Proven track record in enhancing client satisfaction through personalized consultations and effective risk assessments. Adept at utilizing CRM software to maintain accurate records, while fostering strong relationships to deliver tailored insurance solutions.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Life Insurance Agent
Globe Life Insurance
09.2024 - Current
- Assisted clients in understanding life insurance products and policies.
- Developed knowledge of underwriting processes and risk assessment techniques.
- Provided support in preparing documentation for policy applications and claims.
- Collaborated with senior agents to learn effective sales strategies and client engagement methods.
- Maintained accurate records of client interactions and policy details in CRM systems.
- Participated in training sessions to enhance product knowledge and regulatory compliance.
- Cultivated customer relationships to provide customized life insurance solutions tailored to individual needs.
- Conducted thorough risk assessments on potential clients, accurately determining appropriate policy rates and terms.
- Increased client satisfaction by providing personalized and knowledgeable life insurance consultations.
- Established trust with prospective customers by providing accurate information about available policies and transparent pricing structures.
Small Business Owner
MLG Event Decore and Rentals
01.2021 - Current
- Managed daily operations, ensuring efficient workflow and high-quality service delivery.
- Developed marketing strategies to enhance brand visibility and customer engagement.
- Trained staff on operational procedures, improving team efficiency and performance.
- Oversaw inventory management systems, optimizing stock levels and reducing waste.
- Cultivated vendor relationships to negotiate favorable terms and improve supply chain efficiency.
- Established a loyal customer base by providing personalized attention, addressing concerns promptly, and exceeding expectations.
Security Agent/ Manager
Total Aliance Security Solutions
01.2020 - Current
- Monitored premises and ensured safety protocols were followed for optimal security performance.
- Conducted regular patrols to identify and address potential security threats proactively.
- Collaborated with law enforcement agencies to report incidents and enhance response strategies.
- Trained new security personnel on operational procedures and emergency response techniques.
- Developed and implemented security plans tailored to specific client needs, enhancing overall protection measures.
- Maintained accurate incident reports, ensuring compliance with company policies and regulatory standards.
- Conducted thorough risk assessments for events and venues, implementing tailored security plans to mitigate potential threats.
- Provided excellent customer service while maintaining vigilance for suspicious behavior or activities within the premises.
- Reduced theft incidents by implementing strict access control measures for employees and visitors.
- Maintained a safe environment for staff and customers through proactive surveillance of potential threats.
- Demonstrated adaptability while working in various settings such as retail stores, corporate offices, events, or transportation hubs.
Department Manager
Costco
03.2011 - 09.2019
- Streamlined departmental operations, enhancing workflow efficiency and team productivity.
- Implemented process improvements, reducing operational bottlenecks and increasing service quality.
- Led cross-functional teams in project execution, ensuring alignment with strategic goals and objectives.
- Developed training programs for staff, fostering skill advancement and promoting a culture of continuous improvement.
- Analyzed performance metrics to identify trends, driving data-informed decision-making across the department.
- Established best practices for inventory management, optimizing resource allocation and minimizing waste.
- Collaborated with senior leadership to align departmental initiatives with broader organizational strategies.
- Mentored junior managers, cultivating leadership capabilities and enhancing overall team effectiveness.
- Oversaw inventory management processes, maintaining optimal stock levels while minimizing waste and losses due to shrinkage or obsolescence.
- Collaborated with other departments to ensure seamless coordination in achieving company-wide objectives.
- Improved customer satisfaction rates through attentive service, prompt issue resolution, and continuous process improvements.
- Maintained a professional work environment by addressing conflicts proactively and fostering open communication among staff members.
- Established clear performance expectations for staff members which led to increased accountability.
- Evaluated employee performance fairly and accurately, rewarding hard work while addressing areas needing improvement.
- Optimized scheduling practices to ensure adequate staffing during peak business hours without sacrificing employee satisfaction or budgetary constraints.
- Developed strong relationships with suppliers, securing better deals and ensuring timely deliveries.
- Managed projects efficiently from inception to completion ensuring timely delivery within budget constraints.
- Advised upper management on key decisions based on thorough analysis of sales trends, market conditions, and competitor activities.
- Increased productivity by identifying bottlenecks and implementing targeted solutions.
- Facilitated team meetings to ensure alignment with organizational goals and to foster open communication.
- Oversaw departmental budgets to ensure financial efficiency, leading to significant reduction in unnecessary expenditures.
Education
High School Diploma -
El Rancho
Pico Rivera, CA01-2010
Skills
- Insurance policy sales
- Building relationships
- Client service
- Client account management
- Team training and development
- Client relationship management
- Appointment scheduling
- Licensing requirements
- CRM software
- Insurance practices
- Document control
- Data entry
- Relationship building
- HIPAA compliance
Certification
- Life, Accident And health Insurance License, California, Texas and Idaho
Timeline
Life Insurance Agent
Globe Life Insurance
09.2024 - Current
Small Business Owner
MLG Event Decore and Rentals
01.2021 - Current
Security Agent/ Manager
Total Aliance Security Solutions
01.2020 - Current
Department Manager
Costco
03.2011 - 09.2019
High School Diploma -
El Rancho
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