Experienced with client needs analysis and insurance policy customization. Utilizes risk management strategies to offer optimal coverage solutions. Knowledge of industry regulations and maintaining high standards of customer service.
Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Insurance Agent
World Financial Group Wfg
01.2022 - Current
Developed tailored insurance solutions aligning with client needs and financial goals.
Educated clients on various insurance products, enhancing understanding and informed decision-making.
Cultivated lasting relationships through exceptional customer service and follow-up strategies.
Analyzed market trends to identify opportunities for business growth and competitive positioning.
Built strong relationships with clients through consistent communication and excellent customer service.
Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
Built relationships with clients using active listening and issue resolution to provide excellent service.
Maintained high standards of customer service by building relationships with clients.
Prepared and reviewed insurance applications to verify compliance with regulations.
Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
Participated in ongoing professional development activities, staying current with industry trends and regulatory changes affecting insurance products and services.
Shift Manager
Starbucks
Vacaville, CA
08.2021 - 10.2023
I am a Shift Supervisor on my journey in becoming a ASM for Starbucks, my position entails running a shift of 20 partners throughout the day as well as training and assisting on the floor. I am a Barista/Customer Support/ Food Server, I handle cash management, scheduling, inventory management, Ordering, Disciplinary Actions, coaching in the moment and assisting my manger in other areas that needs attention and focus such as department meeting, shift huddles, etc.... I have received Partner of the Quarter 2 times in my 1 &1/2years with Starbucks in addition to several Customer surveys and connection scores. I Take the lead in setting my team up for success and having a successful shift by creating the right atmosphere implementing the Starbucks model.
Wedding/Event Coordinator
WEDGEWOOD GOLF & COUNTRY CLUB
San Ramon, CA
02.2019 - 08.2022
Coordinated all aspects of wedding planning, ensuring seamless execution of events.
Collaborated with vendors to secure services and negotiate contracts, enhancing event quality.
Developed detailed timelines and checklists, improving operational efficiency for event setups.
Led a team of staff during events, providing direction and support to ensure client satisfaction.
Managed budget allocations for various weddings, optimizing resource utilization without compromising quality.
Established strong relationships with clients through effective communication and personalized service offerings.
Trained junior coordinators in event management best practices, fostering professional development within the team.
Developed tailored wedding packages to meet diverse client needs, resulting in increased bookings.
Negotiated contracts with vendors, securing favorable terms and conditions for clients.
Facilitated open lines of communication between clients, vendors, and internal team members for effective collaboration throughout the planning process.
Conducted thorough venue inspections, ensuring optimal alignment with client preferences and requirements.
Ensured compliance with all local regulations pertaining to event permits, licenses, and safety guidelines, safeguarding the success of each wedding event.
Managed budgets effectively, optimizing resources without compromising quality or client expectations.
Leveraged strong organizational skills to manage multiple projects simultaneously while meeting tight deadlines under pressure.
Oversaw setup and breakdown of wedding decorations and supplies.
Handled customer service inquiries and complaints and immediately resolved issues to guest satisfaction.
Food and Beverage Supervisor
Marriott International, Inc.
San Ramon, CA
07.2017 - 03.2020
I oversee our Restaurant Staff of 20 associates, I focus on schedule, training, department meetings, BSA Audit reviews, Payroll, Discipline and Assisting in different areas of our department, at times and busy days, or evenings I will assist as bft food runner, busser, server, concierge attendant, host, bartender etc.... I am hands on leading by example for my associates and I pretty much do whatever is needed. Stocking, inventory, cash handling, office duties, and customer services and engagements etc.... Scheduling, Inventory, Ordering for special Events and Banquets, Cost Control, Training and Assisting Staff in Daily duties, Daily Huddles, Staff meetings, Menu planning for Events, Cooking, Cleaning,Dishwashing, Stand up On Q Training, Managing the Bar, Manager Reception, Alcohol Inventory, ordering, Bartending, Meting up Interviews and Interviewing, overseeing Banquet Staff, Production, Events and Managing a staff of 20 and building the level of Service Scores and Quality of Taste to our Guest. Etc....
Food and Beverage Manager/Supervisor
Embassy Suites
Walnut Creek, CA
05.2015 - 07.2017
Directed daily operations of food and beverage services, ensuring exceptional guest experiences.
Developed and implemented training programs for staff, enhancing service quality and efficiency.
Managed inventory controls, reducing waste and optimizing supply chain processes.
Collaborated with kitchen staff to design seasonal menus that align with guest preferences and trends.
Established strong vendor relationships to negotiate favorable pricing and improve product quality.
Analyzed customer feedback to identify areas for improvement, driving satisfaction rates upward.
Led cross-departmental initiatives to streamline communication between front-of-house and back-of-house teams.
Oversaw compliance with health regulations, maintaining high standards of safety and sanitation protocols.
Managed inventory effectively, reducing waste and optimizing stock levels.
Resolved customer complaints involving food or beverage quality and service.
Developed staff training programs to enhance service skills and increase overall efficiency.
Maintained highest standards for beverage quality and service.
Maintained a clean, safe, and welcoming environment for patrons, adhering to strict health code regulations.
Improved customer satisfaction by implementing innovative food and beverage menu options.
Organized successful special events that contributed to increased sales figures.
Dietary Cook/P.M Supervisor
Kindred Healthcare
Walnut Creek, CA
09.2012 - 04.2016
Formulated special diet meal plans, oversaw and assisted in meal preparation, created meal tickets, researched recipes and catalogued data into corporation database, cleaned, cooking and serving stations coordinate work schedules, training for open positions, cash handling. Customer service.
Education
General education (High school diploma) -
Robert Elliott Alternative Education Center
Modesto, CA
06.1996
Skills
Customer service
Licensed insurance agent
Professionalism and ethics
Customer follow-up
Client relations
Client needs analysis
Life insurance
Health insurance
Regulatory compliance
Business planning
Data entry
Policy Knowledge
Certification
Insurance Producer License October 2022 to Present
Leadership in Motion October 2019 to Present Leadership Development in Managing in the Hospitality Industry.
Safe Serve Food and Safety Managers Training April 2015 to Present All Food and Safety knowledge, Temp, FIFO, Loging Food temp properly, Storaging Food in proper procedures, Train Staff in All aspects of Crosscontamination, Bacteria, Etc.... Food and Safety knowledge.
Languages
English
Timeline
Insurance Agent
World Financial Group Wfg
01.2022 - Current
Shift Manager
Starbucks
08.2021 - 10.2023
Wedding/Event Coordinator
WEDGEWOOD GOLF & COUNTRY CLUB
02.2019 - 08.2022
Food and Beverage Supervisor
Marriott International, Inc.
07.2017 - 03.2020
Food and Beverage Manager/Supervisor
Embassy Suites
05.2015 - 07.2017
Dietary Cook/P.M Supervisor
Kindred Healthcare
09.2012 - 04.2016
General education (High school diploma) -
Robert Elliott Alternative Education Center
Additional Information
SKILLS Computer: Microsoft Word, PowerPoint, Point of Sale (POS) (retail data entry software program)