Kelly Luna
Corning,CA
Summary
Licensed Life/Accident/Health Insurance Agent with expertise in insurance consulting, risk assessment, and claims support. Strong analytical and investigative skills, exceptional communication and negotiation abilities. Eager to contribute to Dollar Tree in Corning, CA by enhancing store appearance, stocking efficiency, and overall functionality. Seeking dynamic assistant management position focused on inventory management and merchandising to drive operational excellence.
Overview
11
11
years of professional experience
1
1
Certification
Work History
IT Director
Northern California Herpetological Society
09.2024 - Current
- Keep website up to date with meetings and events.
- Add adoptable animals to website.
- Problem solve publishing or website issues.
- Update contacts and website services for the board of the non-profit.
Club Treasurer
Sacramento Turtle and Tortoise Club
04.2025 - Current
- Worked closely with the club president to align financial decisions with organizational goals and priorities.
- Collaborated with event organizers to develop accurate budgets for club-sponsored events, promoting fiscal responsibility.
- As this is a very newly established non-profit, duties are evolving.
Licensed Life Insurance Agent
World Financial Group, Inc.
01.2022 - Current
- Participated in professional development opportunities such as training sessions and conferences to stay informed on best practices within the life insurance industry.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Developed comprehensive financial plans for clients, ensuring proper coverage and security for their families.
- Cultivated customer relationships to provide customized life insurance solutions tailored to individual needs.
- Retained existing clientele through regular follow-ups, policy reviews, and timely adjustments based on changing circumstances or needs.
- Provided exceptional customer service by addressing concerns promptly and maintaining open lines of communication.
- Maintained up-to-date knowledge of industry regulations, trends, and products to best serve client needs.
- Collaborated with underwriters to expedite approval processes, minimizing wait times for clients seeking coverage.
- Simplified complex insurance concepts for clients, facilitating informed decision-making.
- Adapted communication style to meet diverse needs of clients, enhancing overall engagement.
- Negotiated favorable terms with underwriters by accurately presenting client risk profiles.
- Met with customers to provide information about available products and policies.
Owner
CLean AsS Soap Co.
06.2014 - 01.2022
- Managed day-to-day business operations.
- Developed and maintained strong relationships with clients, resulting in repeat business and referrals.
- Oversaw daily operations, ensuring all tasks were completed accurately and efficiently by team members.
- Increased customer satisfaction by implementing efficient business processes and providing exceptional service.
- Managed financial aspects of the business, including budgeting, financial reporting, and tax preparation.
- Organized and attended trade shows and special events to showcase products, network with other businesses and attract new customers.
- All aspects of building of a small bath and body business including: formulation, packaging, marketing, safety, risk management, and customer satisfaction
Education
High School Diploma -
Argonaut High School
06-1999
Skills
- Comprehensive due diligence
- Financial analysis
- Ongoing professional development
- Small business operations
- Developing professional relationships
- Client relationship management
- Verbal and written communication
- Regulatory compliance
- Attention to detail
- Decision-making
- Inventory tracking and management
Certification
- California Life/Accident/Health License - Since January of 2022
Timeline
Club Treasurer
Sacramento Turtle and Tortoise Club
04.2025 - Current
IT Director
Northern California Herpetological Society
09.2024 - Current
Licensed Life Insurance Agent
World Financial Group, Inc.
01.2022 - Current
Owner
CLean AsS Soap Co.
06.2014 - 01.2022
High School Diploma -
Argonaut High School
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