Summary
Overview
Work History
Education
Skills
Timeline
Generic

Magdalena Ocana

Westminster,CA

Summary

Adaptable licensed insurance agent with a strong focus on client relationship management and effective communication. Expertise in analyzing risk and developing tailored insurance quotes, contributing to improved client trust and commitment.

Overview

5
5
years of professional experience

Work History

Insurance agent

Auto Club of Southern California
Costa Mesa, California
02.2025 - Current
  • Conducted telephone appointments with prospective clients to build rapport and sell insurance services.
  • Explained coverage options to potential policyholders, answering questions or concerns.
  • Developed appropriate quotes based on risk information.

Licensed Insurance Agent

Amax Insurance
Santa Ana, California
05.2024 - 02.2025
  • Processed and managed insurance applications and renewals efficiently.
  • Maintained accurate records of client interactions and policy changes in systems.
  • Responded promptly to customer inquiries via phone calls or emails in a professional manner.

Insurance Broker

Insura insurance
Huntington Beach, California
11.2023 - 05.2024
  • Advised clients on suitable insurance policies and coverage options.
  • Collaborated with underwriters to assess risk and policy terms effectively.
  • Provided exceptional customer service to resolve client inquiries and issues.

Barista and cashier

Marriott International, Inc.
Anaheim, California
09.2022 - 10.2023
  • Managed daily morning rush of customers, delivering efficient and calm service.

Sales Associate

Ann Inc., Loft outlet
Anaheim, California
10.2021 - 01.2023
  • Assisted customers with product selection and provided exceptional service.
  • Collaborated with team members to achieve store goals and enhance customer experience.
  • Worked with fellow sales team members to achieve group targets.
  • Maintained visual standards and organized merchandise displays effectively.
  • Processed transactions accurately using point-of-sale systems.

Education

High School Diploma -

Santiago High School
Garden Grove, CA
07-2021

Some College (No Degree) - Business

Santa Ana College
Santa Ana, CA

Skills

  • Licensed insurance agent
  • Insurance underwriting
  • Risk assessment
  • Coverage analysis
  • Client management
  • Application processing
  • Record management
  • Auto insurance
  • homeowners/renters/ condo insurance
  • umbrella insurance
  • watercraft insurance
  • collector car insurance
  • Verbal and written communication
  • Problem solving
  • Adaptability to change
  • Work From Home Agent

Timeline

Insurance agent

Auto Club of Southern California
02.2025 - Current

Licensed Insurance Agent

Amax Insurance
05.2024 - 02.2025

Insurance Broker

Insura insurance
11.2023 - 05.2024

Barista and cashier

Marriott International, Inc.
09.2022 - 10.2023

Sales Associate

Ann Inc., Loft outlet
10.2021 - 01.2023

High School Diploma -

Santiago High School

Some College (No Degree) - Business

Santa Ana College
Magdalena Ocana