Nicole Wahl-Mathistad
El Cajon
Summary
I am a dedicated and professional team member with a strong focus on customer service and keeping operations seamless. I take great comfort in building lasting client relationships through clear communication, reliability and attention to details.
I am organized and skilled at multitasking in a large book of business, while maintaining accuracy and decorum. I consistently keep detailed notes on policy accounts. I support the office workflow and changes within the office. I am proactive with follow ups and informing clients. I like to be positive in the workplace and support other team members and clients
Overview
18
18
years of professional experience
Work History
Agent Team Member
Chris Buich State Farm
Santa Cruz, CA
01.2023 - Current
- Provided exceptional customer service by addressing client inquiries and resolving issues efficiently.
- Assisted in policy renewals and modifications, ensuring accuracy and compliance with regulations.
- Collaborated with team members to streamline efficiency.
- Utilized ECRM software to manage client information, tracking interactions and policy details effectively.
- Developed strong relationships with clients, resulting in repeat business and client referrals.
- Informed clients of policies and procedures.
- Maintained strict adherence to all relevant compliance and regulatory guidelines, ensuring the integrity of both client interactions and team operations.
- Educated clients on coverage options, helping them make informed decisions about their insurance needs.
- Enhanced customer satisfaction by providing exceptional service and support in a timely manner.
Real Estate Agent
Steele Canyon Realty
La Mesa, CA
11.2017 - Current
- Created relationships with clients to understand their real estate needs and preferences.
- Developed marketing campaigns utilizing digital platforms to enhance property visibility.
- Collaborated with mortgage lenders and inspectors to ensure smooth transaction management.
- Conducted property market analysis to provide accurate pricing strategies for listings.
- Facilitated property showings, highlighting features that align with client requirements.
- Managed negotiations between buyers and sellers to achieve favorable contract terms.
Owner/Operator
Grossmont Nutrition
La Mesa, CA
03.2008 - 03.2017
- Oversaw daily operations ensuring efficient service and product quality.
- Developed and implemented marketing strategies to increase customer engagement.
- Managed vendor relationships to optimize supply chain efficiency.
- Trained and mentored staff on best practices for customer service and product knowledge.
- Analyzed sales data to identify trends and improve inventory management.
- Managed day-to-day business operations.
- Provided exceptional customer service, addressing issues promptly to ensure customer satisfaction and repeat business.
Education
Associate of Arts - Vocal Performance
California State University Northridge
Northridge06-1997
Skills
- Client relationship building
- Strong negotiation
- Compliance management
- Cross-functional teamwork
- Familiar with ECRM (Customer relationship management)
- Customer service
- Positive attitude
- Documenting information
- Relationship building
Timeline
Agent Team Member
Chris Buich State Farm
01.2023 - Current
Real Estate Agent
Steele Canyon Realty
11.2017 - Current
Owner/Operator
Grossmont Nutrition
03.2008 - 03.2017
Associate of Arts - Vocal Performance
California State University Northridge