Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Leticia Manez

Santa Ana,CA

Summary

Results-driven professional provides customers with tailored solutions to meet needs. Successfully establishes relationships with customers and delivers quality service. Agile individual with excellent communication and customer service skills.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Life Insurance Sales Representative

Bankers Life
04.2025 - Current
  • Assisted clients with claims processing, ensuring a smooth experience during difficult times.
  • Delivered informative presentations to potential clients, resulting in increased interest in life insurance policies.
  • Increased policy sales by building strong relationships with clients and addressing their unique needs.
  • Expanded market reach by identifying untapped client segments and customizing marketing efforts accordingly.
  • Collaborated with financial advisors to provide comprehensive support for clients'' retirement plans.
  • Assisted individuals transitioning from employer-sponsored health coverage to Medicare during retirement planning processes.

Warranty Clerk

Mazda North American
01.2017 - 02.2025
  • Assisted in the development of warranty claim forms, making them more user-friendly and intuitive for customers to complete.
  • Conducted thorough investigations into denied claims, identifying errors and resubmitting as necessary.
  • Enhanced customer satisfaction by efficiently processing warranty claims and providing timely resolutions.
  • Developed strong relationships with vendors, facilitating smoother interactions during the claim process.
  • Maintained accurate records of all warranty claims, ensuring proper documentation and organization.
  • Modified, updated and processed existing policies.
  • Managed a high volume of incoming calls from customers, addressing concerns regarding warranties and service agreements.

Education

Associate of Arts - Paralegal

South Coast College
Orange, CA
03-2018

Skills

  • Objection handling
  • Building rapport
  • Portfolio management
  • Cold calling
  • Licensed insurance agent
  • Appointment management
  • Problem-solving
  • Multitasking Abilities
  • Critical thinking
  • Organizational skills

Certification

  • Licensed Life Insurance state of CA

Languages

Spanish
Professional Working

Timeline

Life Insurance Sales Representative

Bankers Life
04.2025 - Current

Warranty Clerk

Mazda North American
01.2017 - 02.2025

Associate of Arts - Paralegal

South Coast College

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