Nadia Monzon
Montebello,USA
Summary
Assessed client requirements and delivered personalized insurance options, utilizing over 20 years of dedicated customer service experience.
Overview
15
15
years of professional experience
Work History
Registered Process Server
Contracted
Los Angeles, CA
01.2024 - Current
- Serve legal documents efficiently, ensuring compliance with court requirements.
- Managed case files and maintained accurate records of service delivery.
- Coordinated with attorneys and clients to facilitate effective communication.
- Implemented best practices for process serving, enhancing operational workflows.
- Achieved high success rate in locating hard-to-find individuals through diligent research efforts using public records databases and other resources.
- Upheld ethical standards by maintaining confidentiality of sensitive client information at all times.
Life Insurance Agent
AAA Auto Club
Los Alamitos, CA
09.2024 - 10.2025
- Analyzed client data in partnership with teams to uncover opportunities for cross-sales, strengthening overall client engagement strategies.
- Cultivated robust client relationships by delivering attentive service and fostering rapport.
- Facilitated client navigation of insurance options, fostering clarity and confidence.
- Executed client needs assessments to align insurance solutions with financial objectives.
- Facilitated communication between clients and underwriting teams to streamline information exchange and enhance approval turnaround times.
Pre-Planning Advisor
Rose Hills Memorial Park
Whittier, CA
01.2021 - 01.2024
- Facilitated educational sessions for families on pre-need funeral arrangements and cemetery property sales to enhance understanding and preparedness.
- Coordinated prearrangement of services for clients, prioritizing their desires and alleviating family pressures during difficult times.
- Leveraged CRM software to track leads and manage follow-up communications.
- Facilitated ongoing client engagement via follow-up calls, resulting in increased referrals and repeat business opportunities.
- Delivered informative pre-need material to understand the benefits of pre-planning arrangements to local businesses, churches, events, senior centers.
- Provided compassionate support to families in pre-planning arrangements, prioritizing trust and tailored service delivery.
Restaurant Supervisor
Bjs Restaurants
Downey, CA
11.2019 - 01.2021
- Promoted into this role from 8 years as a lead server trainer. Supervisor role began Nov. 2019 until Jan. 2021.
- Oversaw front of house staff operations during high-volume shifts in a restaurant accommodating up to 150 guests.
- Trained staff in safety protocols, enhancing team efficiency and adherence to regulations.
- Monitored and maintained adherence to food safety laws, fostering a clean and safe dining environment.
- Addressed customer concerns promptly, improving guest satisfaction and loyalty.
- Created a comprehensive scheduling system that improved staff allocation and streamlined service efficiency during high-demand periods.
Restaurant Server
Bjs Restaurants
Downey, CA
09.2011 - 11.2019
- Delivered exceptional customer service in fast-paced restaurant environment.
- Managed multiple tables, ensuring timely and accurate order delivery.
- Trained new staff on menu items and service protocols.
- Collaborated with kitchen staff to enhance food quality and presentation.
- Cultivated warm relationships with regular customers.
- Maintained a clean and welcoming dining environment for guest comfort and enjoyment.
- Contributed to team success by assisting fellow servers during peak hours, ensuring smooth operations.
- Trained new hires on restaurant policies, procedures, and exceptional customer service standards.
- Cash/ safe responsibilities.
Education
High School Diploma -
Montebello High
Montebello, CAMedical Coding And Billing Certificate - Medical Coding And Billing
Downey Adult School
Downey, CASociology
East Los Angeles College
Monterey Park, CASkills
- Insurance policy sales
- Client Needs assessment
- Lead prospecting
- Customer service
- Active listening
- Building rapport
- Product knowledge
- Customer service
- Cash handling
- Fiduciary Responsibility
- Life licensed agent
- Client resolution
License
Life, Accident & Health Insurance License #4164817
Timeline
Life Insurance Agent
AAA Auto Club
09.2024 - 10.2025
Registered Process Server
Contracted
01.2024 - Current
Pre-Planning Advisor
Rose Hills Memorial Park
01.2021 - 01.2024
Restaurant Supervisor
Bjs Restaurants
11.2019 - 01.2021
Restaurant Server
Bjs Restaurants
09.2011 - 11.2019
High School Diploma -
Montebello High
Medical Coding And Billing Certificate - Medical Coding And Billing
Downey Adult School
Sociology
East Los Angeles College