Summary
Overview
Work History
Education
Skills
Timeline
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Juan Manuel Davila

Los Angeles,CA

Summary

Encouraging manager and analytical problem-solver with talents for team building, leading and motivating, as well as excellent customer relations aptitude and relationship-building skills. Proficient in using independent decision-making skills and sound judgment to positively impact company success. Dedicated to applying training, monitoring and morale-building abilities to enhance employee engagement and boost performance.

Overview

17
17
years of professional experience

Work History

Office Manager/ P&C Agent

Julian Summers Insurance
02.2015 - 09.2023
  • Maintained computer and physical filing systems.
  • Created, maintained and updated filing systems for paper and electronic documents.
  • Updated reports, managed accounts, and generated reports for company database.
  • Developed and maintained successful relationships with vendors, suppliers and contractors.
  • Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
  • Managed office operations while scheduling appointments for department managers.
  • Established workflow processes, monitored daily productivity, and implemented modifications to improve overall performance of personnel.
  • Coached new hires on company processes while managing employees to achieve maximum production.

Online Sales Manager

Summit Insurance
06.2013 - 02.2015
  • Managed online metrics and made recommendations for continued improvement and optimization.
  • Monitored online marketplaces for accuracy, product offerings and pricing and influenced data sources to identify gaps and opportunities.
  • Generated monthly sales reports and shared insights and recommendations to drive sales.
  • Analyzed online sales data and developed action plans to improve margin, revenue and processes.

Sales Manager

JM Sherer Corp
08.2008 - 08.2013
  • Handled customer relations issues, enabling quick resolution, and client satisfaction.
  • Resolved customer issues quickly to close deals and boost client satisfaction.
  • Conducted team meetings to reinforce goals and objectives and set clear expectations about policies and procedures.
  • Coached and counseled sales personnel, assisting with individual selling efforts and helping sales representatives reach targets.

Marketing Representative

Market Star
03.2007 - 08.2008
  • Coordinated with sales and operational teams to verify alignment of marketing initiatives with company goals.
  • Developed marketing materials, collaborating with colleagues to maintain consistent brand voice.
  • Attended industry events and trade shows to promote brand and build relationships with potential customers.
  • Determined customers' needs and provided brand awareness and recommendations to fulfill requirements.

Education

Certified Insurance Counselor - P&C Office Management

The National Alliance
Austin, TX
10.2015

High School Diploma -

Sierra Vista High School
Baldwin Park, CA
06.1999

Skills

  • Banking Operations
  • Workflow Planning
  • Customer Relations
  • Information Protection
  • Written Communication
  • CRM Software

Timeline

Office Manager/ P&C Agent

Julian Summers Insurance
02.2015 - 09.2023

Online Sales Manager

Summit Insurance
06.2013 - 02.2015

Sales Manager

JM Sherer Corp
08.2008 - 08.2013

Marketing Representative

Market Star
03.2007 - 08.2008

Certified Insurance Counselor - P&C Office Management

The National Alliance

High School Diploma -

Sierra Vista High School

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Juan Manuel Davila