Summary
Overview
Work History
Education
Skills
Additional Duties
Languages
Timeline
Generic

Margarita Lopez

Fresno ,CA

Summary

Multi-talented Generalist well-versed in member experience support in sales and customer settings. Prepares and organizes materials, solves problems with minimal input and satisfies diverse daily needs. Adept at switching roles smoothly and completing simultaneous tasks with attention to detail and quality.

Overview

19
19
years of professional experience

Work History

Member Experience Generalist

AAA NCNU
07.2018 - Current
  • Provide helpful, empathetic, reliable and timely assistance to both Team Members and Members.
  • Coordinate work flow and resources in a well-planned organized manner.
  • Support Branch Manager and Assistant Branch Manager in providing consistent communication and messaging.
  • Support Team Engagement, and Community Impact participation.
  • Pull and distribute sales reports for tracking and performance measurement.
  • Broad knowledge of Property & Casualty insurance, membership sales and service, and branch operations including industry trends, key drivers of business revenue.
  • Increased sales year over year from 30 units sold in 2022 to 80 units sold in 2023- sold revenue of $80,912 and net revenue of $71,599.

Operations NCOIC

California Army National Guard
08.2004 - 04.2022
  • Streamlined operations processes by identifying inefficiencies and implementing strategic solutions.
  • Led cross-functional teams for successful project completion, fostering collaboration and teamwork.
  • Developed comprehensive SOPs, ensuring consistency in team performance and adherence to guidelines.
  • Reduced errors by conducting regular audits and implementing corrective actions in a timely manner.
  • Coordinated training programs for staff development, resulting in improved productivity and team morale.
  • Oversaw equipment maintenance schedules, maximizing operational readiness while minimizing downtime.
  • Served as liaison between departments, fostering effective communication and collaboration toward shared objectives.
  • Guided personnel through professional development opportunities by mentoring them during their career progression journey.
  • Coordinated activities of subordinate personnel to support mission success.
  • Led team in developing strategic plans to meet operational objectives.

Member Experience Associate

AAA NCNU
08.2016 - 07.2018
  • Enhanced member satisfaction by promptly addressing concerns and providing personalized solutions.
  • Streamlined processes for increased efficiency in handling member requests and inquiries.
  • Performed routine sales, service and operational functions for AAA Members including; DMV, cashiering, auto travel, notary and insurance sales support, with expectations for maintaining required standards, policies and procedures.
  • Demonstrated sales and service skills. Able to effectively interact, face-to-face, with new, prospective and existing Members.
  • Ability to multitask in response to requests, requirements and Member/Team Member expectations. Ability to accept feedback and correct courses as necessary.

Education

Bachelor of Science - Business Management Emphasis in Criminal Justice

DeVry University
Fresno, CA
06.2013

Associate of Science - Criminal Justice

Kaplan College
Clovis, CA
07.2008

High School Diploma -

Sanger High School
Sanger, CA
06.2005

Skills

  • Organizational Skills
  • Attention to Detail
  • Sales and Marketing
  • Customer Service
  • Teamwork and Collaboration
  • Scheduling
  • Time Management

Additional Duties

Concierge (Qless) SME for Central Region- Report date to RVP, Branch Managers, and Assistant Branch Managers.

Team Talk Representative for Fresno Park Branch

Personal Lines licensed in the state of CA to assist agents in their absence (OM15701)

Languages

Spanish
Native or Bilingual

Timeline

Member Experience Generalist

AAA NCNU
07.2018 - Current

Member Experience Associate

AAA NCNU
08.2016 - 07.2018

Operations NCOIC

California Army National Guard
08.2004 - 04.2022

Bachelor of Science - Business Management Emphasis in Criminal Justice

DeVry University

Associate of Science - Criminal Justice

Kaplan College

High School Diploma -

Sanger High School

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Margarita Lopez