Julian Cardozo
Summary
Excellent communicator and dependable team player with strong Customer Service experience. Adept at building relationships with clients, brokers and other stakeholders while delivering outstanding service. Highly organized and detail-oriented with strong ability to identify potential risks and develop solutions.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Insurance Producer
Farmers Insurance Agency
06.2023 - Current
- Developed strong relationships with clients, fostering trust and loyalty for long-term business growth.
- Collaborated with underwriters to ensure accurate risk assessment and appropriate coverage options.
- Boosted policy sales through effective communication of product benefits and features.
- Provided exceptional customer service, addressing client concerns promptly and professionally.
Payroll Specialist
Circa Hospitality Group
10.2022 - 05.2023
- Reduced payroll errors by conducting thorough audits and resolving discrepancies in a timely manner.
- Collaborated with human resources to maintain up-to-date employee information for precise payroll calculations.
- Assisted employees with inquiries regarding their paychecks, deductions, and other related issues, providing clear and concise communication.
Customer Finance Specialist
Guidehouse
10.2021 - 10.2022
- Enhanced customer satisfaction by effectively managing financial transactions and resolving billing discrepancies.
- Assisted clients in securing loans by providing personalized guidance and identifying suitable products.
- Reduced loan application errors with the Small Business Administration (SBA), implementing strict quality control measures for document verification.
Education
BBA - Finance
University of The Southwest
Hobbs, NM05.2021
Skills
- Licensed in Nevada P&C, Life and Health
- Sales Proficiency
- Client Retention
- Client Service
- Call Management
- Data Entry
Certification
- Nevada P&C, Life and Health License
Languages
Spanish
Native or Bilingual
Timeline
Insurance Producer
Farmers Insurance Agency
06.2023 - Current
Payroll Specialist
Circa Hospitality Group
10.2022 - 05.2023
Customer Finance Specialist
Guidehouse
10.2021 - 10.2022
BBA - Finance
University of The Southwest
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