Accountable insurance representative with multiple years of experience great under pressure of resolving multiple tasks at once. Exceptional with time management, customer service, and pushing out heavy workloads.
Overview
7
7
years of professional experience
Work History
Monroe Financial
Mary Garcia
11.2019 - Current
Completed company revenue reports and communicated with owners on sales
Managed financial services of clients
Sought out new clients, business and personal related and provided services
Trained and supervised new employees and gave them the best strategies to apply when working with clients and business partners
Took on extra shifts during the holidays and and other extremely busy periods as well as staying after hours to help push out work load
Monroe Insurance
Mary Garcia
06.2017 - 10.2019
Educated clients on insurance policies and procedures.
Met with clients to provide information on available services and quotes.
Monitored feedback from customers and evaluated areas of improvement
Collected necessary deposits and completed sales
Built relationships with long term clients of the business and actively listened and provided solutions to services needed
Education
Bachelor of Arts - Society, Ethics And Human Behavior
University of Washington
Bothell, WA
07.2022
Associate in Integrated Studies -
Cascadia Community College
Bothell, WA
12.2020
Skills
Revenue Generation
Quote Information
Promotions and Marketing Strategies
Partnership Cultivation
Licensing Requirements
Languages
Spanish
Native or Bilingual
Timeline
Monroe Financial
Mary Garcia
11.2019 - Current
Monroe Insurance
Mary Garcia
06.2017 - 10.2019
Bachelor of Arts - Society, Ethics And Human Behavior