Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Litzy Riojas-Lopez

San Antonio

Summary

Dynamic Life Insurance Agent with a proven track record at Primerica, excelling in client account management and building relationships. Developed comprehensive financial plans, enhancing client security and satisfaction. Skilled in insurance policy sales, I consistently delivered informative reports that clarified policy benefits, ensuring clients made informed decisions for their families.

Overview

5
5
years of professional experience

Work History

Life Insurance Agent

Primerica
07.2024 - 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.
  • Crafted clear, informative reports to explain life insurance policy features and benefits.
  • Developed comprehensive financial plans for clients, ensuring proper coverage and security for their families.

Administrative Assistant Associate

JPI Electric
06.2022 - 03.2023
  • Reduced errors in data entry tasks by implementing standardized procedures for inputting information into databases or spreadsheets accurately.
  • Streamlined administrative processes for enhanced productivity and improved workflow within the department.
  • Organized travel arrangements for executives, ensuring seamless itineraries and timely arrivals at destinations.
  • Improved document organization with well-maintained filing systems that allowed for easy access to information when needed.
  • Managed inventory and ensured accurate stock levels.
  • Performed warehouse packaging and organized materials for distribution.
  • Scanned and filed subcontractor payroll documents to maintain accurate financial records.

Cashier Team Lead

Little Caesars
01.2020 - 09.2020
  • Performed store opening, closing, and shift-change actions and kept accurate shift-change logs.
  • Assisted customers by answering questions and fulfilling requests.
  • Communicated with customers and team members to solve problems.
  • Processed both cash and card purchases and returns.

Education

Associate of Applied Business - Business

Northwest Vista College
San Antonio, TX

High School Diploma -

Marshall High School
San Antonio, TX
06-2023

Skills

  • Insurance policy sales
  • Building relationships
  • Client service
  • Client account management

Languages

Spanish
Native or Bilingual

Timeline

Life Insurance Agent

Primerica
07.2024 - Current

Administrative Assistant Associate

JPI Electric
06.2022 - 03.2023

Cashier Team Lead

Little Caesars
01.2020 - 09.2020

Associate of Applied Business - Business

Northwest Vista College

High School Diploma -

Marshall High School

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Litzy Riojas-Lopez