Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Monserrat Garcia

Sacramento,CA

Summary

Accomplished Life Insurance Sales Agent & Property and Casualty at AllState, adept in insurance terminology and customer service. Leveraged expertise to enhance policyholder satisfaction and streamline administrative processes. Proven track record in prospecting clients and leading teams towards corporate objectives, significantly contributing to organizational growth.

Overview

16
16
years of professional experience
1
1
Certification

Work History

Life Insurance Sales Agent & Property and Casualty

AllState
Sacramento, CA
01.2024 - Current
  • Ensured that all required documents are properly filled out before submission.
  • Explained coverage options to potential policyholders, answering questions or concerns.
  • Performed administrative tasks such as updating databases, filing paperwork.
  • Analyzed clients' existing insurance policies and recommended adjustments or additional coverage as needed.
  • Processed applications and paperwork related to policy issuance or renewal.

Administrative Clerk

Swansons Cleaners
Sacramento, CA
05.2022 - 01.2024
  • Entered data into various software programs with high accuracy.
  • Answered phone to take messages or redirect calls to colleagues.
  • Resolved customer complaints in a timely manner.
  • Answered inquiries from customers regarding services or products offered by the company.
  • Managed daily office operations and administrative support tasks efficiently.

Administrative Manager

California beauty
Elk Grove, CA
01.2009 - 12.2015
  • Created and maintained filing systems for employee records, financial reports, and other documents.
  • Updated and maintained databases with current information.
  • Prioritized and organized tasks to efficiently accomplish service goals.
  • Developed administrative team to support corporate growth and objectives.

Education

Associate of Arts - Paralegal Studies

American River College
Sacramento, CA

Skills

  • Insurance terminology
  • Prospecting clients
  • Licensed insurance agent
  • Commercial lines
  • Customer service
  • Lead prospecting

Certification

Insurance license Life insurance License

Languages

Spanish
Professional
English
Professional

Timeline

Life Insurance Sales Agent & Property and Casualty

AllState
01.2024 - Current

Administrative Clerk

Swansons Cleaners
05.2022 - 01.2024

Administrative Manager

California beauty
01.2009 - 12.2015

Associate of Arts - Paralegal Studies

American River College

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Monserrat Garcia