Kevin Hernandez
Insurance Agent
Whittier,CA
Summary
To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
4
4
years of professional experience
Work History
Financial Services Representative
Family First Life
06.2021 - Current
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Educated clients on insurance policies and procedures.
- Utilized CRM software to manage client relationships.
Capital Markets Associate
Majestic Realty Co.
06.2019 - 05.2021
- Prepared offering memorandums for senior leadership and financial institutions.
- Gathered data and prepared monthly market reports for senior leadership.
- Maintained accurate, up-to-date financial spreadsheets and databases for reliable reference.
- Support in the preparation of loan solicitation materials, including property overviews, transaction strengths & weaknesses, property analytics and property market information.
Store Associate
VONS-SAFEWAY
07.2013 - 02.2016
- Prioritized helping customers over completing other routine tasks in store.
- Greeted customers, helped locate merchandise, and suggested suitable options.
- Checked pricing, scanned items, applied discounts, and printed receipts to ring up customers.
Education
Bachelor of Arts - Finance
05.2019
- Paul Lehman Scholarship Recipient
- Pi Kappa Phi Member
- Sigma Upsilon Mu Member
- Elected to Vice President and Treasurer for Interfraternity Council in 2015
Skills
- Regulatory Compliance
- Insurance Industry Knowledge
- Microsoft Office
- Customer Relationship Management
- Data Analysis
- Excel Formulas
- Policy Assessment
- Verbal and Written Communication
- Asset Protection Expertise
- Manage Budgets
Timeline
Financial Services Representative - Family First Life
06.2021 - Current
Capital Markets Associate - Majestic Realty Co.
06.2019 - 05.2021
Store Associate - VONS-SAFEWAY
07.2013 - 02.2016
California State University - Fullerton - Bachelor of Arts, Finance
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