Kelly Arvizo
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
9
9
years of professional experience
Work History
Insurance Broker
Castle Senior Benefits
10.2019 - Current
- Attended industry conferences to stay informed of latest products and trends.
- Analyzed customer needs to provide customized insurance solutions.
- Generated quotes and proposals for clients to match individual needs.
- Evaluated competitors' products and services to gain competitive advantage.
- Developed strong referral network in community to raise awareness and increase sales opportunities.
- Educated clients on insurance policies and procedures.
Capacity Analyst
Transformco
01.2018 - 09.2021
- Developed effective improvement plans in alignment with goals and specifications.
- Conducted regular reviews of operations and identified areas for improvement.
- Cultivated relationships with industry leaders and within company to share tips and information.
- Helped meet changing demands by recommending improvements to business systems or procedures.
- Provided reporting for forecast analysis and ad-hoc reporting in support of decision-making.
District Capacity Analyst
Sears
01.2016 - 01.2018
- Researched and evaluated potential new markets and products.
- Generated reports to support development and implementation of marketing plans.
- Tracked key metrics and developed spreadsheets and data models.
- Collected and analyzed data from variety of sources to create detailed market research reports for top-level decision makers.
- Used various market research tools and techniques to gather, analyze and interpret data.
- Tracked key performance indicators to measure success of campaigns.
- Utilized specialized software to capture and process data.
Route Team Lead
Sears
01.2014 - 01.2016
- Promoted high standards through personal example to help each member understand expected behaviors and standards.
- Worked different stations to provide optimal coverage and meet production goals.
- Coached team members in techniques necessary to complete job tasks.
- Mentored and guided employees to foster proper completion of assigned duties.
- Trained new team members by relaying information on company procedures and safety requirements.
- Assisted in recruitment of new team members, hiring highest qualified to build team of top performers.
- Managed schedules, accepted time off requests and found coverage for short shifts.
- Established open and professional relationships with team members to achieve quick resolutions for various issues.
Education
High School Diploma -
Redondo Union High School
Redondo Beach, CA06.2003
Skills
- Complaint Handling and Resolution
- Professional Development
- Health Insurance Industry Knowledge
- Credit History Analysis
- Negotiation
Timeline
Insurance Broker
Castle Senior Benefits
10.2019 - Current
Capacity Analyst
Transformco
01.2018 - 09.2021
District Capacity Analyst
Sears
01.2016 - 01.2018
Route Team Lead
Sears
01.2014 - 01.2016
High School Diploma -
Redondo Union High School
Similar Profiles
Ivvy MorderIvvy Morder
Life Insurance Broker at North American Senior BenefitsLife Insurance Broker at North American Senior Benefits
ELISHA CARSONELISHA CARSON
Medicare Insurance Liaison at Your Senior Benefits Solutions/Carida Insurance Services/ TeleperformanceMedicare Insurance Liaison at Your Senior Benefits Solutions/Carida Insurance Services/ Teleperformance
Mohamed ElnadyMohamed Elnady
Life Insurance Broker at North American Senior BenefitsLife Insurance Broker at North American Senior Benefits
Mimi SharqawiMimi Sharqawi
Independent Commercial Insurance Broker / Multi Lines Insurance Broker at J S Downey Insurance AgencyIndependent Commercial Insurance Broker / Multi Lines Insurance Broker at J S Downey Insurance Agency
Yadira RenteriaYadira Renteria
Insurance Broker at PGI INSURANCEInsurance Broker at PGI INSURANCE