Josie Plummer
San Clemente,CA
Overview
4
4
years of professional experience
Work History
Licensed Field Underwriter
Symmetry Financial Group
San Clemente, CA
08.2023 - Current
- Collaborated with more than thirty insurance carriers to identify optimal matches for clients. Ensured compliance by gathering the required information from each client, as per carrier protocols.
- Contacted over twenty clients daily to maintain client relationships by communicating effectively, being trustworthy, and exceeding expectations.
- Provided clients with a policy that matched their financial needs by analyzing the information given by the client to determine which carrier would accept and provide the best rate.
- Thoroughly inspected financial statements, credit information and title data to complete underwriting process.
Bar Tender/Server
Golf Suites
Jenks, OK
11.2021 - 06.2023
- Provided exceptional customer service for eight to ten golf bays, seating six to eight customers.
- Named Eagle Team Leader, meaning chosen to lead a team of three or four servers to set up, serve, and take down for corporate events for thirty-plus guests.
- Named Team Partner of the Month for keeping a clean section, creating a fun work environment, maintaining a customer satisfaction score of over 90%, and giving fast and efficient service to customers.
- Mixed and served both alcoholic and non-alcoholic drinks for twenty-plus bays, while providing great service to customers sitting at the bar.
- Worked with the General Manager to discuss how to enhance the overall performance of all staff by implementing beginning-of-shift meetings and posting end-of-shift checklists.
Front Desk Receptionist and Scheduling
Sunkissed, Sugared, & Styled
Jenks, OK
09.2020 - 11.2021
- Provided excellent customer service by answering forty-five plus incoming calls a day while maintaining a friendly and inviting space for customers to walk into.
- Welcomed approximately 30 guests daily with warmth and kindness, while providing a smooth check-in process, building brand loyalty, and returning customers.
- Scheduled appointments for clients and customers, ensuring an appropriate amount of time was allotted for each appointment.
- Performing administrative tasks such as data entry of all new customers, and taking inventory of products and merchandise in the store.
- Organized customer files on Google Drive to ensure quick and easy access for the general manager.
Education
Esthetician - Study of the skin
Jenks Beauty College
Jenks, OK06.2022
Associate of Science - General Studies
Tulsa Community College
Tulsa, OK12-2020
High School Diploma -
Bixby High School
Tulsa, OK05.2019
Skills
- Strong communication skills
- Problem-solving abilities
- Critical thinking
- Adaptable
- Teamwork
- Leadership potential
- Relevant technical skills
- Attention to detail
- Customer service
- Sales experience
Timeline
Licensed Field Underwriter
Symmetry Financial Group
08.2023 - Current
Bar Tender/Server
Golf Suites
11.2021 - 06.2023
Front Desk Receptionist and Scheduling
Sunkissed, Sugared, & Styled
09.2020 - 11.2021
Esthetician - Study of the skin
Jenks Beauty College
Associate of Science - General Studies
Tulsa Community College
High School Diploma -
Bixby High School
Similar Profiles
Shannon McGeeShannon McGee
Life Insurance Agent at Symmetry Financial GroupLife Insurance Agent at Symmetry Financial Group
James TodaroJames Todaro
Insurance Broker at Symmetry Financial GroupInsurance Broker at Symmetry Financial Group
Jill BarrieJill Barrie
Life and Health Insurance Producer at Symmetry Financial GroupLife and Health Insurance Producer at Symmetry Financial Group
Sarah TuftsSarah Tufts
Insurance Agent at Symmetry Financial GroupInsurance Agent at Symmetry Financial Group
Tracy WhiteTracy White
Construction Project Coordinator/Office Administrator at Confidential General ContractorConstruction Project Coordinator/Office Administrator at Confidential General Contractor