Keyla Rubio
Phoenix,AZ
Summary
Service-oriented Field Technician successful at maximizing customer satisfaction. Skilled in managing documentation, inventory and reporting. Demonstrated abilities in solar equipment repair and maintenance.
Influential Insurance Sales Agent with 7 years of experience customizing insurance programs, explaining features and advantages and developing successful marketing strategies. Motivated professional possessing exceptional multitasking, organizational and time management abilities. Expertise in customer relationship management, prospecting and sales. Proficient in Excel, Microsoft. Expert at prospecting and follow-up support. Skillful in advising current and potential clients on processing applications, payments and corrections. Resourceful and versatile professional with reputation for consistently achieving aggressive sales goals. Dedicated Tax Preparer versed in statement review, return preparation and filing procedures. Bringing 2 years of experience helping clients maximize return values while minimizing liabilities. Retail sales professional versed in product placement and merchandising. Extensive experience in inventory management and shipment processing. Friendly and reliable personality offering unmatched customer service and workplace focus. Quick and accurate in cash and card transactions with excellent multi-tasking aptitude.
Overview
12
12
years of professional experience
Work History
Field Technician
Gamechange Solar / People Ready Skills
Blythe , CA
03.2022 - Current
- Utilized safety practices with no complaints or accidents.
- Kept detailed records of field measurements and data.
- Performed troubleshooting and diagnostics of malfunctioning equipment, machinery, tools and components.
- Adhered to safety protocols by implementing routine tests and guaranteeing accurate and safe equipment handling.
- Enacted successful repairs by applying technical skills and operations knowledge.
- Calibrated new and existing equipment for optimal performance.
- Operated hand tools and power equipment according to company safety procedures.
- Completed partial or full dismantling of equipment to quickly repair or replace defective components and restore functionality.
- Followed safety procedures to avoid injuries in field.
- Performed troubleshooting and diagnostics of malfunctioning equipment, machinery, tools and components
Agricultural Field Supervisor
A. Oseguera Packing
Salome, AZ
01.2021 - 10.2021
- Explained and demonstrated working techniques, practices and safety measures for permanent and migrant agricultural workers.
- Hired, trained, and supervised seasonal workers engaged in cultivation and harvest.
- Planned schedule for crop rotation, plantings and harvest.
- Worked closely with employees to improve practices, techniques and safety choices, optimizing performance and minimizing waste.
- Worked on cultivation plans for crop production operations.
- Maximized operational profits by closely inspecting crops, assessing quality and identifying problems such as disease or insects.
- Adjusted production strategies to account for changing factors such as market and weather conditions.
- Enforced strong safety and environmental protections to support habitats while preventing harm to employees or consumers.
- Spearheaded efficiency improvements targeted on optimizing crop production and exceeding financial targets.
- Led team of 30+ skilled and unskilled farm personnel.
Insurance Sales Agent
Farmers Insurance Mayra Robles Agency
Blythe , CA
05.2017 - 01.2021
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.
- Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Sold auto, home, life and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
- Reviewed policy applications for errors and liaised with underwriters to facilitate quick completion of application process.
- Explained advantages, features and disadvantages of various policies to promote sale of plans, boosting overall sales 35%.
- Handled approximately 40-50 outbound and inbound sales-related calls per day to qualify individuals interested in purchasing insurance coverage.
- Established payment methods for clients to facilitate customer payments and issue receipts.
- Met with customers to provide information about available products and policies.
- Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Finalized sales and collected necessary deposits.
- Conducted annual reviews of existing policies to update information.
- Calculated premiums and established payment methods for sales.
- Identified and solicited sales prospects in agency databases.
- Collected premiums on or before effective date of coverage.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Utilized direct marketing strategies such as mailings and phone contracts to approach potential clients and increase sales.
- Met and exceeded revenue goals through generating new leads and identifying new clients.
- Created sources for continuous client referrals within community and with businesses using extensive networking skills.
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
- Kept reception area clean and neat to give visitors positive first impression.
- Confirmed appointments, communicated with clients and updated client records.
- Answered central telephone system and directed calls accordingly.
- Resolved customer problems and complaints.
- Responded to inquiries from callers seeking information.
- Managed multiple tasks and met time-sensitive deadlines.
- Provided clerical support to company employees by copying, faxing and filing documents.
- Corresponded with clients through email, telephone or postal mail.
- Supported various administrative duties by proofreading, transcribing and invoicing.
Personal Lines Insurance Broker/Bookkeeper/Tax Preparation Specialist
Payless Auto Insurance
Blythe, CA
09.2014 - 02.2017
- Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.
- Reviewed policy applications for errors and liaised with underwriters to facilitate quick completion of application process.
- Sold auto, home, life and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
- Drove team revenue totals by bringing in top sales numbers.
- Explained advantages, features and disadvantages of various policies to promote sale of plans, boosting overall sales.
- Conducted research on insurance packages and investment options to generate client recommendations.
- Analyzed retention, loss ratio trends and sales volume to identify areas for improvement.
- Established payment methods for clients to facilitate customer payments and issue receipts.
- Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
- Met with customers to provide information about available products and policies.
- Finalized sales and collected necessary deposits.
- Conducted annual reviews of existing policies to update information.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Calculated premiums and established payment methods for sales.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Collected premiums on or before effective date of coverage.
- Remained impartial in order to advise clients based on circumstances.
- Identified and solicited sales prospects in agency databases.
- Utilized direct marketing strategies such as mailings and phone contracts to approach potential clients and increase sales.
- Created sources for continuous client referrals within community and with businesses using extensive networking skills.
- Collected, analyzed and validated agency commissions.
- Met and exceeded revenue goals through generating new leads and identifying new clients.
- Greeted customers and helped with product questions, selections and purchases.
- Offered each customer top-notch, personal service to boost sales and customer satisfaction.
- Informed customers of current store promotions to encourage additional sales purchases.
- Balanced and organized cash register by handling cash, counting change and storing coupons.
- Worked closely with shift manager to solve problems and handle customer concerns.
- Trained new associates on cash operations, conducting customer transactions and balancing drawer.
- Provided accurate information about promotions, customer programs and products, helping drive high customer retention.
- Supported efficient and timely replenishment of sales.
- Opened and closed store independently and prepared nightly bank drop.
- Used consultative sales approach to understand customer needs and recommend relevant offerings.
- Supported loss prevention goals by monitoring shopper behavior.
- Spoke to customers in native language to increase loyalty and establish relationships.
- Logged reports, expenses, receipts and sales documents into digital database.
- Completed and filed returns with tax departments at local, state and federal levels.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Offered clients recommendations to reduce tax liabilities.
- Prepared written responses or tax return amendments to resolve state and federal notices.
- Conducted reviews of internal tax documentation, reducing errors related to missed tax benefits.
- Facilitated communication between clients and tax authorities.
- Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling
Convenience Store Cashier
R&R Mini Mart
Blythe, CA
02.2014 - 12.2014
- Maintained accurate cash drawer by accounting for transactions by end of shift.
- Adhered to age-restricted sale policies, laws and procedures by requesting and verifying identification.
- Rotated product when stocking shelves to maintain freshness.
- Answered customer inquiries and used knowledge of store layout and product content to give directions.
- Fostered clean and safe environment for customers by keeping register area clear, organizing shelves and wiping and sanitizing food and drink stations.
- Processed various forms of payment for gas, merchandise and lottery tickets.
- Completed accurate cash-in and cash-out procedures of computerized cash register.
- Confirmed stock levels and expiration dates of merchandise.
- Provided exemplary customer service by addressing patron complaints and providing accurate information.
- Carefully examined identification cards to sell alcohol and tobacco products to patrons of legal age.
- Scheduled and monitored regular vendor deliveries for fuel and store inventory.
- Reported shoplifting, theft and drive-offs to law enforcement.
- Prevented and reported loitering and illegal activities taking place on company property.
- Answered phone calls and returned voicemails.
- Performed cash, card and check transactions to complete customer purchases.
Agricultural Field Worker/Safety Supervisor
Fisher Ranch
Blythe, CA
03.2010 - 10.2013
- Weeded vegetable and herb gardens to provide healthy environment for plant growth.
- Operated tractors, tractor-drawn machinery and self-propelled machinery to plow, harrow and fertilize soil.
- Applied organic growing practices to plant variety of heirloom herbs, vegetables and fruits.
- Used machetes and pruning shears to shear tree tops and limb tips, increasing limb health and improving overall shape.
- Conducted pre-shift inspections of equipment and work areas to enhance safety.
- Planted, cultivated and harvested various types of vegetables and fruits.
- Assisted with maintenance and installation of irrigation equipment.
- Pulled orders quickly to maintain demanding productivity goals.
- Evaluate harvesting conditions and identify obstacles.
- Printed labels, packaged boxes and loaded into outbound containers.
Education
GED -
Palo Verde High School
Blythe, CA06.2012
Skills
- Handheld Devices
- Fiber Distribution
- Optimizing Performance
- Data Transmissions Systems
- Distributed Computing
- Technician Assistance
- Project Direction
- Safe Equipment Handling
- Documenting Intelligence
- Document Flow Coordination
- Remote Programming
- Microsoft PowerPoint
- Assembly and Installation
Accomplishments
- Achieved Personal Lines Insurance License by completing State Exam with accuracy and efficiency. Received License in the state of California and Arizona.
- Achieved Tax Preparer License by completing State and Federal Exam with accuracy and efficiency.
- Achieved Agricultural Foreman/ Contractor License by completing State Regulations with accuracy and efficiency.
Additional Information
Bilingual in English and Spanish
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Field Technician
Gamechange Solar / People Ready Skills
03.2022 - Current
Agricultural Field Supervisor
A. Oseguera Packing
01.2021 - 10.2021
Insurance Sales Agent
Farmers Insurance Mayra Robles Agency
05.2017 - 01.2021
Personal Lines Insurance Broker/Bookkeeper/Tax Preparation Specialist
Payless Auto Insurance
09.2014 - 02.2017
Convenience Store Cashier
R&R Mini Mart
02.2014 - 12.2014
Agricultural Field Worker/Safety Supervisor
Fisher Ranch
03.2010 - 10.2013
GED -
Palo Verde High School
Similar Profiles
Ikesha AdamsIkesha Adams
Senior Operations Specialist at People Ready Skills TradeSenior Operations Specialist at People Ready Skills Trade
William WalesWilliam Wales
Intern at Forage Work Ready Skills Job Simulation 01/20/2024Intern at Forage Work Ready Skills Job Simulation 01/20/2024
Raymart GabrilloRaymart Gabrillo
Picker at SKILLS INNOVATIVE PEOPLE SERVICES INCPasig CityPicker at SKILLS INNOVATIVE PEOPLE SERVICES INCPasig City