Juana Lucero Dimas Betancourt
Highland,CA
Summary
Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. Successful Insurance Office Manager with expertise in providing wide range of high-quality insurance solutions. Possesses deep knowledge of insurance industry with extensive experience assessing customer risk and providing tailored solutions to meet needs. Adept at building trust with clients, providing guidance, financial advice, and delivering outstanding service.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Insurance Agent/Office Manager
Farmers Insurance Agency
09.2020 - Current
- Responded to customer inquiries and problems to promote great service.
- Explained different options to prospective clients, encouraging sale of insurance policies that best fit needs.
- Enforced customer service standards and resolved customer problems to uphold quality service.
- Recruited and hired qualified candidates to fill open positions.
- Led team meetings and one-on-one coaching sessions to continuously improve performance.
- Entered time and attendance logs in preparation for payroll.
- Created training modules and documentation to train staff.
- Track Inventory, 20% accounting, event planner, work on schedules and social media management.
Office Manager
DMS Trucking Inc
09.2016 - 07.2020
- Reviewed work orders to check correctness of deliveries.
- Submitted work orders for malfunctioning vehicles and inspected each one upon service completion.
- Determined schedules, sequences and assignments for work activities, based on priority, quantity of equipment and personnel skill.
- pay roll
- Bank deposits
- Interviewing new drivers
- accounting
- Scheduling loads
Life Insurance Agent
Primerica Financial Company
01.2016 - 09.2019
- Maintained high standards of customer service by building relationships with clients.
- Analyzed customers' financial situations to recommend appropriate life insurance policies.
- Cultivated customer relationships to provide customized life insurance solutions tailored to individual needs.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
Education
Property And Casualty License -
Upward Bound
Online12.2020
Life AND Health - Insurance
Upward Bound Insurance School
Online12.2016
High School Diploma -
Gahr High School
Cerritos, CA06.2009
Skills
- Policy Adjustment Knowledge
- Insurance Sales Strategy
- Customer Follow-Up
- Cross-Selling and Upselling
- Client Interviews
- Persuasive Negotiation
- Client Retention
- Administrative Functions
- Documentation and Reporting
- Team Leadership
- Salesforce Management
- Teamwork and Collaboration
- Employee Coaching and Motivation
- Hiring and Training
- Verbal and Written Communication (English and Spanish)
- Basic: accounting, Business management, Advertising, Social Media Management,
- Goal Setting
- Work Planning and Prioritization
- Project Planning
- Computer Skills
- Customer Service
- Decision Making
Certification
- Property and Casualty
- Life And Health
- License Number: L44998
Timeline
Insurance Agent/Office Manager
Farmers Insurance Agency
09.2020 - Current
Office Manager
DMS Trucking Inc
09.2016 - 07.2020
Life Insurance Agent
Primerica Financial Company
01.2016 - 09.2019
Property And Casualty License -
Upward Bound
Life AND Health - Insurance
Upward Bound Insurance School
High School Diploma -
Gahr High School
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