Julie Lucero

Work History

Broker Partner

LG Resources

03.2023 - Current

Provided outstanding service to all individuals, promoting effective, and lasting business relationships.
Developed and implemented strategies to enhance partner relations.
Stayed informed on industry developments and market trends to gain competitive advantage.
Networked with other professionals and organizations to expand contacts and opportunities.
Collaborated with colleagues and support staff to maximize team efficiency.

CA Licensed Insurance Broker/Field Underwriter

Family First Life

12.2021 - Current

Met with customers, agents and brokers to negotiate coverage, price, and service delivery.
Evaluated applications to determine insurance coverage and appropriate risk classifications.
Organized and detail-oriented with a strong work ethic.
Used strong analytical and problem-solving skills to develop effective solutions for challenging situations.
Skilled at working independently and collaboratively in a team environment.
Exercised leadership capabilities by successfully motivating and inspiring others.
Utilized knowledge of insurance principles, policies and procedures to make decisions on risk assessment.
Developed and implemented underwriting policies and procedures, establishing useful and accurate processing of applications.
Negotiated terms and conditions of coverage with clients to acquire maximum profitability.

Licensed Insurance Producer

American Income Life

12.2021 - 02.2022

Developed strong referral network in community to raise awareness and increase sales opportunities.
Provided comprehensive product knowledge and guidance to help clients on product selection.
Promoted products and services using upselling and other sales strategies.
Utilized targeted email campaigns and cold calling to increase revenue.
Provided coverage option information to assist clients in protecting assets.
Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
Met with prospective clients to discuss insurance needs and provide solutions.
Generated quotes and proposals for clients to match individual needs.
Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
Attended industry conferences to stay informed of latest products and trends.
Attended continuing education courses and workshops to gain additional insurance industry knowledge.
Negotiated contracts with clients to establish best coverage with lowest cost.
Developed sales strategies to increase sales of insurance policies.
Followed up promptly with interested clients to close sales.
Registered customer information on database to enable tracking history and maintain accurate records.
Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.

E-Commerce Sales Coordinator

Ebay.com

04.2005 - 12.2021

Developed and enforced policies and procedures for compliance with company policies.
Built strong relationships with clients by following up on previous purchases and suggesting new products.
Communicated customer feedback and complaints to promote proper resolution.
Developed and implemented strategies to increase sales and improve customer service.
Maintained up-to-date knowledge of products and services offered to customers.

Part Time Home Health Care Provider

Private Individual

06.2016 - 10.2020

Administered medication as directed by physician.
Followed nutritional plans to prepare optimal meals.
Provided assistance to clients by handling household cleaning duties, managing schedules, and transporting to and from medical appointments.
Cooked tasty, nourishing meals for patients to promote better nutrition.
Offered support for client mental and emotional needs to enhance physical outcomes and overall happiness.
Directed patients in simple prescribed exercises to assist with daily physical therapy routines.
Kept close eye on behavior and emotional responses of clients to address concerns and protect each person from harm.
Assisted patients with dressing, grooming and feeding needs, helping to overcome, and adapt to mobility restrictions.
Completed household management tasks for clients within private home settings.
Coordinated daily medicine schedules and administration to help clients address symptoms and enhance quality of life.
Helped clients with managed home care, ensuring efficacy of care by monitoring health status.
Provided patients with assistance in completing daily tasks, reducing daily burden on family members.
Helped patients safely transition between sleeping surfaces and mobility assistance such as wheelchairs by providing consistent support.
Communicated regularly with clients' families to provide updates on health and wellbeing.

Receptionist/Administrative Assistant

Custom Mobility Inc

06.1993 - 09.1995

Assisted coworkers and staff members with special tasks on daily basis.
Liaised between clients and vendors and maintained effective lines of communication.
Received and sorted incoming mail and packages to record, dispatch, or distribute to correct recipient.
Drafted correspondence and other documents for CEO and department heads in company's voice.
Built and maintained excellent customer relationships through timely response to inquiries and going above and beyond to accommodate unusual requests.
Restocked supplies and placed purchase orders to maintain adequate stock levels.
Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
Processed customer orders accurately and within agreed timeframes to meet service standards.
Interacted with vendors, contractors and professional services personnel to receive orders, direct activities, and communicate instructions.
Completed forms, reports, logs and records to quickly handle all documentation for human resources.
Managed filing system, entered data and completed other clerical tasks.
Created and maintained databases to track and record customer data.
Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
Developed strategies to streamline and improve office procedures.
Scheduled office meetings and client appointments for staff teams.
Continually sought methods for improving daily operations, communications with clients, recordkeeping and data entry for increased efficiency.
Managed paper and electronic filing systems by routing various documents, taking messages and managing incoming and outgoing mail.
Executed record filing system to improve document organization and management.

Receptionist/Office Assistant

CJ Machine Products

03.1992 - 06.1993

Maintained files and records by implementing effective filing systems that boosted efficiency and organization.
Answered multi-line phone system to respond to inquiries and transfer calls to correct departments and personnel.
Resolved customer problems and complaints.
Collected and distributed messages to team members and managers to support open communication and high customer service.
Assisted internal staff with clerical and administrative needs to maximize efficiency and team productivity.
Routed incoming mail and messages to relevant personnel without delay.
Completed data entry and filing to keep records updated for easy retrieval.
Greeted guests at front desk and engaged in pleasant conversations while managing check-in process.
Welcomed customers with friendly greeting, answered general questions, gathered nature of visit and directed to specific offices.
Handled assignments independently with good judgement and critical thinking skills.
Compiled information from files and research to satisfy information requests.
Interacted with vendors, contractors and professional services personnel to receive orders, direct activities, and communicate instructions.
Maintained organized and clean front office area to create professional and welcoming environment for visitors and employees.

Sales Associate/Cashier

WHEREHOUSE ENTERTAINMENT

09.1989 - 03.1992

Greeted all customers warmly to build welcoming and positive atmosphere within store.
Processed credit card and debit payments via [Type] systems, providing accurate charges and credits.
Increased sales by offering advice on purchases and promoting additional products.
Managed merchandise returns and exchanges by closely checking items and receipts to assess eligibility and make accurate processing decisions.
Replenished sales floor merchandise and organized shelves, racks, and bins for optimal appearance.
Drove customer loyalty and consistent sales through friendly service and knowledgeable assistance.
Helped customers complete purchases, locate items, and join reward programs.
Maintained presentable customer areas with diligent cleaning and proactive recovery management.
Processed credit, debit card and cash transactions correctly and provided accurate change to avoid customer confusion or disputes.
Reconciled daily totals to maintain balanced and compliant ledgers.
Operated POS terminals and cash drawer balancing.
Issued detailed receipts to every customer to provide proof of purchase and avoid discrepancies.
Assisted customers by answering questions and fulfilling requests.
Performed end-of-shift cashout operations according to store policies, maintaining accurate counts and receipt records.

Shift Manager

SUBWAY Sandwich Shop

06.1988 - 08.1989

Opened and closed location and monitored shift changes to uphold successful operations strategies and maximize business success.
Worked closely with team members to schedule breaks and shifts to meet state regulations.
Cultivated positive rapport with fellow employees to boost company morale and promote employee retention.
Established team priorities, maintained schedules and monitored performance.
Supervised employees and oversaw quality compliance with company standards for food and services.
Reduced waste and pursued revenue development strategies to keep department aligned with sales and profit targets.
Trained personnel in equipment maintenance and enforced participation in exercises focused on developing key skills.
Tracked receipts, employee hours, and inventory movements.
Advised new employees on company procedures and policies to facilitate daily tasks and responsibilities.
Exercised composure under pressure and in escalated customer service scenarios.
Kept employees operating productively and working on task to meet business and customer needs.
Consistently exhibited calm demeanor during periods of high volume or unusual events to keep store operating smoothly and set positive example for shift team.
Adhered to company standards and compliance requirements for operations and cleanliness of areas.
Coached crew members to optimize performance and motivate toward more efficient work.
Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty.
Scheduled staff to establish adequate coverage during peak business hours.
Excelled in every store position and regularly backed up front-line staff.
Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
Trained and mentored new employees to maximize team performance.

Summary

Overview

Work History

Broker Partner

CA Licensed Insurance Broker/Field Underwriter

Licensed Insurance Producer

E-Commerce Sales Coordinator

Part Time Home Health Care Provider

Receptionist/Administrative Assistant

Receptionist/Office Assistant

Sales Associate/Cashier

Shift Manager

Education

No Degree - Computer And Information Sciences

No Degree - General Studies

CA State Insurance License - Life, Health And Accident Insurance

Certificate of Completion - Interior Design

Certificate of Completion - Cosmetology Education

GED -

Skills

Certification

Work Availability

Timeline

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