Marco Garcia
Claremont,CA
Summary
Demonstrated ability to enhance client satisfaction and streamline operations, ensuring optimal outcomes. Accountable Insurance Representative with excellent client management and insurance plan promotion. Highly effective juggler of multiple competing responsibilities simultaneously. Proven history of exceptional time management and customer service. I excel in proactive problem-solving and maintaining high standards of customer service.
Overview
3
3
years of professional experience
Work History
Insurance Agent
Bankers Life and Colonial Penn
05.2024 - Current
- Respond to customer calls swiftly to resolve issues and answer questions.
- Expeditiously record critical client needs and financial situations by listening and scheduling fact-finding appointments.
- Building relationships with clients using active listening and issue resolution to provide excellent service.
- Maintain high standards of customer service by building relationships with clients.
- Sustain organized, accurate, and detailed client information for follow-up appointments
Autism Behavioral Therapist
Cortica
03.2023 - 08.2023
- Collaborated with treatment team and stakeholders to optimize client care by gathering information, tools and resources.
- Trained parents and caregivers to support client treatment and behavior reduction protocols.
- Conducted behavior reduction assessments and skills acquisition and develop client materials.
- Incorporated teaching and holistic training techniques to optimize client support.
- Developed a comprehensive client profile through efficient note taking
CNC Machinist
Bitsmith Solutions
03.2021 - 10.2022
- Trained and coached new team members on proper machine set-up procedures.
- Studied changing production and daily work orders to adjust offsets correctly.
- Maintained tight tolerances with design specifications.
- Manually set up machinery, lathes, and grinders.
Education
Bachelor of Arts - Finance
California State University - Fullerton
Fullerton, CA06.2025
Associate of Arts - Business Administration
Saddleback College
Mission Viejo, CA05.2022
Skills
- Policy Renewals
- Client Retention
- Customer follow-up
- Account Management
- Leads Prospecting
- Exceptional organization
- Event planning experience
- Team collaboration abilities
- Proactive Problem Solving
- Empathetic Communication
Weightlifting, Meditating, Audiobooks, Podcasts
I am a firm believer that starting your day being proactive and doing things you enjoy will secure a beautiful and productive day. I start my days at 4:30 am to plan my day, visualize my success, and got to the gym. I start weight lifting at 5 am and lift for 1.75 hours. Then, I mediate in the sauna for 10-15 minutes. As I head home and get ready for the day I typically put on an audio book or podcast. These are all things I enjoy and keep my mental, physical, and emotional health in balance everyday.
Timeline
Insurance Agent
Bankers Life and Colonial Penn
05.2024 - Current
Autism Behavioral Therapist
Cortica
03.2023 - 08.2023
CNC Machinist
Bitsmith Solutions
03.2021 - 10.2022
Bachelor of Arts - Finance
California State University - Fullerton
Associate of Arts - Business Administration
Saddleback College
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