Melany Garcia
Round Rock
Overview
12
12
years of professional experience
Work History
Licensed Insurance Sales Agent
PHP Agency Inc.
05.2020 - Current
- Calculated quotes and educated potential clients on insurance options.
- Obtained underwriting approval by completing application for coverage.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Provided coverage option information to assist clients in protecting assets.
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
- Upsold additional products and services after identifying customer needs and requirements.
- Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
- Promoted National Life Group, Foresters, American National, Mutual of Omaha, AIG, Mediator Debt Solutions, John Hancock and Aetna Health products and services using upselling and other sales strategies.
- Scheduled fact-finding appointments and consultations to determine client needs and overall financial situations.
- Spent ample time with each customer, verbally reviewing and explaining documents for client comprehension.
- Collected, analyzed and validated agency commissions.
- Created sources for continuous client referrals within community and with businesses using extensive networking skills.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Calculated premiums and established payment methods for sales.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Met with customers to provide information about available products and policies.
- Conducted research on insurance packages and investment options to generate client recommendations.
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.
- Built professional relationships with local influencers to successfully boost reputation within Zavala County and Williamson County communities.
- Developed multiple sales strategies to address range of project and customer types.
- Increased customer engagement to drive interest and boost sales opportunities.
- Monitored sales team performance and provided constructive feedback.
- Trained, coached and mentored new sales associates for maximum performance.
- Provided exceptional customer service to foster client loyalty and satisfaction.
- Grew sales and boosted profits, applying proactive management strategies and enhancing sales training.
- Worked closely with other departments to understand full scope of available offerings and provide top-notch salesmanship to customers.
- Studied product and local markets to adjust sales pitches and adapt strategies for optimized sales.
- Implemented new marketing initiatives to drive sales and improve overall performance.
- Coordinated solutions for new and existing customers to meet unmet needs and resolve various issues.
Legal Secretary
Law Office of Carlos Ramirez
06.2021 - 01.2025
- Managed case files and documentation, ensuring compliance with legal standards and protocols.
- Coordinated communication between clients, attorneys, and court personnel to facilitate case progress.
- Prepared legal documents including briefs, motions, and pleadings with high attention to detail.
- Implemented efficient filing systems that improved document retrieval times for the legal team.
- Ensured smooth office operations and client satisfaction.
- Answering calls, managing calendars, scheduling appointments, handling client inquiries and ensuring seamless communication.
- Typing, drafting, formatting, proofreading, and filing legal documents, pleadings, motions.
- Demonstrated a high level of ethical conduct and ability to maintain confidentiality of sensitive client and Firm information.
- Administrative duties as assigned, such as scheduling conference rooms, ordering meals, making copies, making reservations and travel arrangements, etc.
Assistant Store Manager
Family Dollar Stores Inc.
08.2019 - 04.2020
- Helped customers complete purchases, locate items and join reward programs to promote loyalty, satisfaction and sales numbers.
- Reconciled cash drawer at start and end of each shift, accounting for errors and resolving discrepancies.
- Processed POS transactions, including checks, cash and credit purchases or refunds.
- Checked prices for customers and processed items sold by scanning barcodes.
- Counted cash in register drawer at beginning and end of shift.
- Restocked, arranged and organized merchandise in front lanes to drive product sales.
- Checked identification for proof-of-age and refusing alcohol and tobacco sales to underage customers.
- Checked bills with counterfeit pens and examined coins to spot and refuse foreign currency.
- Promoted customer loyalty and consistent sales by delivering friendly service and knowledgeable assistance.
- Increased sales by offering advice on purchases and promoting additional products.
- Reviewed weekly sales circulars and monitored price changes.
- Assisted customers with special services, account updates and promotional options.
- Worked to complete daily counts and maintain funds security to minimize theft and mismanagement risks.
- Answered questions about store policies and concerns to support positive customer experiences.
- Completed manual and machine counts of funds for transactions valued at over $500.
- Arranged paper and electronic payment records to maintain well-organized fill systems and recordkeeping compliance.
- Assisted customers by answering questions and fulfilling requests.
- Educated customers on promotions to enhance sales.
- Replenished sales floor merchandise and organized shelves, racks and bins for optimal appearance.
- Trained as Assistant Store Manager and provided back-up coverage to provide customers with optimal support.
- Requested official identification for tobacco and alcohol purchases and verified details, consistently meeting strict legal standards of underage sales.
- Maintained positive customer relationships by responding quickly to customer service inquiries.
- Supervised and evaluated staff, enabling them to improve skills, achieve daily objectives and attain advancement.
- Rotated merchandise and displays to feature new products and promotions.
- Processed payments for credit and debit cards and returned proper change for cash transactions.
Co-Owner/General Manager
Cowboy Transport Inc.
02.2014 - 08.2019
- Increased revenue streams by reducing costs, managing schedules and performing variance and risk analysis to implement corrective actions.
- Launched staff engagement, gender diversity and cultural programs in addition to robust reporting tool that increased operational quality.
- Maximized efficiency by coaching and mentoring 50+ personnel over the years on financial principles, industry practices, company procedures and integrity.
- Oversaw and improved truck parts and gravel deliveries worth more than $200,000 per year through efficient coordination.
- Oversaw inventory by ordering precise quantities of stock and executing corrective actions to drive profitability.
- Organized budgets, achieved margin targets consistently to stay on track with growth plans.
- Reviewed performance data to monitor and measure productivity, goal progress and activity levels.
- Managed budget implementations, employee reviews, training, schedules and contract negotiations.
- Enhanced operational success through effective staffing, strong training, adherence to safety regulations and well-timed customer service.
- Delivered business strategy and developed systems and procedures to improve operational quality and team efficiency
- Assessed financial statements and shipping reports to evaluate driver performance, develop targeted improvements and implement changes resulting in more revenue.
- Identified and capitalized on community business opportunities with effective networking.
- Developed effective business plans to align strategic decisions with long-term objectives.
- Coordinated leadership workshops with other semi-trucking companies to educate owners on best practices to optimize productivity.
- Created, managed and executed business plan and communicated company vision and objectives to motivate teams.
- Led company to successful growth by developing go-to-market strategies.
- Enhanced operational efficiency and productivity by managing budgets, accounts, drivers and mechanics.
- Developed and maintained relationships with customers and suppliers.
- Chaired weekly meetings with executive leadership to identify opportunities for improvement.
- Implemented operational strategies and effectively built customer and employee loyalty through recognition incentives.
- Tracked and analyzed profitability to improve overall profitability and bring in new clientele.
- Reduced corporate risk by managing shrink processes and controlling inventory levels.
- Boosted productivity by consolidating material planning, data collecting, payroll and accounting.
- Trained and motivated employees to perform daily business functions.
- Managed day-to-day business operations.
- Enhanced operational efficiency and productivity by managing budgets, accounts and costs.
- Recruited, hired and trained initial personnel, working to establish key internal functions and outline scope of positions for new organization.
- Devised processes to boost long-term business success and increase profit levels.
- Maximized efficiency by coaching and mentoring personnel on management principles, industry practices, company procedures and technology systems.
- Discovered areas of improvement by generating quarterly operational and sales reports.
Education
Some College (No Degree) - General Science
Austin Community College
Austin, TXSkills
- Coaching and Mentoring
- Sales Promotion
- Problem Anticipation and Resolution
- Store Opening and Closing
- Management Training
- Business Leadership
- Finance and Accounting Oversight
- Originality and Creativity
- Performance Monitoring and Evaluation
- Marketing and Promotions
- Hiring and Training
- Inventory Control
- Pricing and Markdowns
- Assignment Delegation
- Verbal and Written Communication
- Complaint Resolution
- Incident Reports
- Store Organization
- Inventory Tracking and Management
- Product Transportation
- Merchandise Stocking and Replenishing
- Records Organization and Management
- Shift Scheduling
- POS Systems
- Sales Tracking
- Retail Operations
- Attention to Detail
- Stock Rotation
- Transaction Processing
- Customer Relations
- Money Handling
- Persuasive Negotiations
- Business Growth Initiatives
- Supervisory Abilities
- Daily Payroll Activities
- Answering Customer Questions
- Market and Competitor Research
- Maintaining Confidentiality
- Word Processing
- Keyboard Entry
- AR/AP
- 50 WPM
Volunteering at local elementary schools for 15 years
Volunteered at Union Hill Elementary, Round Rock and Dr. Tomas Rivera Elementary School, Crystal City.
Hobbies
- Played flute for 30 years.
- I enjoy playing tennis and soccer with my children.
- Bible studies
- I enjoy reading and listening to business management, sales and self development books.
Languages
Spanish
Professional Working
English
Native or Bilingual
Timeline
Legal Secretary
Law Office of Carlos Ramirez
06.2021 - 01.2025
Licensed Insurance Sales Agent
PHP Agency Inc.
05.2020 - Current
Assistant Store Manager
Family Dollar Stores Inc.
08.2019 - 04.2020
Co-Owner/General Manager
Cowboy Transport Inc.
02.2014 - 08.2019
Some College (No Degree) - General Science
Austin Community College