Experienced client relations and operations professional with strengths in CRM, clear communication, and workflow management. Known for coordinating cross-functional teams, supporting clients, and improving service delivery.
Overview
25
25
years of professional experience
Work History
Customer Service Representative
Farmers Insurance Agency
3605 BECHELLI LN REDDING , CA
03.2025 - 09.2025
Answered customer calls for Farmers Insurance Agency policy questions and service requests.
Reviewed policy details to explain coverage, billing, and renewal information.
Processed policy changes, including address updates, endorsements, and cancellation requests.
Prepared quotes and gathered information for new Farmers Insurance policies.
Sales Associate
Walmart
DANA DR REDDING
07.2024 - 08.2024
Assisted customers with merchandise selection and aisle navigation.
Processed purchases at register and handled payment transactions.
Restocked shelves and organized merchandise across sales floors.
Checked inventory levels and reported low stock to supervisors.
Maintained clean, safe, and orderly Walmart department areas.
Followed Walmart customer service standards during daily store operations.
Worked with fellow sales team members to achieve group targets.
Director of Marketing Operations
Placer Title
955 MAIN ST RED BLUFF, CA
06.2000 - 12.2023
Directed marketing operations for title and escrow services across Placer Title teams.
Coordinated campaign calendars supporting real estate agents, lenders, and branch offices.
Managed CRM workflows for lead routing, follow-up, and client communication.
Developed branded materials for listings, closings, and local market outreach.
Tracked marketing requests and approvals through cross-functional production processes.
Aligned sales, operations, and leadership on messaging for title services.
Oversaw email, print, and digital promotions for community and referral programs.
Coordinated cross-functional teams across departments such as sales, product development, finance and IT.
Collaborated with senior management to develop long-term strategic goals for the organization's marketing operations efforts.
Monitored industry trends to identify new opportunities for growth within the company's target markets.
Developed and implemented strategies for driving marketing operations efficiency, productivity and effectiveness.