Melisa Sevillano
Lake Elsinore
Summary
Results-driven life insurance agent with expertise in client education and relationship management. Demonstrated success in conducting needs assessments, streamlining policy underwriting, and improving customer satisfaction through clear communication. Skilled in navigating complex situations to address client benefits and agency processes while adhering to regulatory standards. Proven track record of generating new business through diverse insurance plan sales. Hardworking employee with customer service, multitasking, and time management abilities. Devoted to giving every customer a positive and memorable experience.
Overview
14
14
years of professional experience
Work History
Life Insurance Agent
World Financial Group Wfg
Corona, CA
04.2021 - 12.2023
- Educated clients on various life insurance products and coverage options.
- Conducted thorough needs assessments to identify client insurance requirements.
- Managed client relationships through regular follow-up and communication efforts.
- Assisted clients with policy applications and underwriting processes efficiently.
- Collaborated with team members to enhance sales strategies and client engagement.
- Maintained up-to-date knowledge of industry regulations and product offerings consistently.
- Prepared quotes for prospective customers based on their individual needs.
- Sold life insurance policies via telephone and assisted other agents with underwriting.
Administrative Assistant
RGM Group
Los Angeles, California
03.2014 - 12.2014
- Processed student financial aid documents using institutional software systems.
- Communicated with students regarding their financial aid status and updates.
- Maintained accurate records of student interactions and documentation received.
- Processed student loan applications, including calculating repayment amounts and issuing disbursement checks.
- Monitored incoming funds from external sources such as private donors or government agencies, reconciling them against corresponding accounts receivable entries.
- Compiled reports summarizing the department's activities for management review purposes.
- Maintained records of all transactions related to student financial assistance programs.
- Utilized computer software programs to manage large volumes of data related to student accounts and financial aid awards.
- Provided guidance to students regarding their individual financial aid packages and payment plans.
Cashier Manager
Check Cashing
Los Angeles, California
05.2010 - 10.2013
- Trained new cashiers on procedures, customer service, and compliance regulations.
- Oversaw cash handling and ensured accurate transaction processing.
- Resolved customer inquiries and complaints to enhance service satisfaction.
- Performed daily transactions such as cash deposits, check cashing, loan payments and money orders.
- Processed customer deposits, withdrawals, transfers, payments and check cashing.
- Ensured proper handling of sensitive documents such as credit applications, check cashing forms, and other paperwork.
Education
Real Estate License - Real Estate Agent
Rela Estate School
San Diego 10-2023
State License - Life Insurance Agent
Life Insurance
Corona06-2021
High School Diploma -
Mira Loma Christian School
Mira Loma06-2013
Skills
- Policy underwriting
- Financial aid processing
- Data management
- Lead prospecting
- Building relationships
- Client account management
- Customer relationship management
- Microsoft Word
- Customer service
- Communication skills
- Data entry
- Cash handling expertise
- Cash register operation
- Accounting
Timeline
Life Insurance Agent
World Financial Group Wfg
04.2021 - 12.2023
Administrative Assistant
RGM Group
03.2014 - 12.2014
Cashier Manager
Check Cashing
05.2010 - 10.2013
Real Estate License - Real Estate Agent
Rela Estate School
State License - Life Insurance Agent
Life Insurance
High School Diploma -
Mira Loma Christian School