Regina Rivera
Whittier,CA
Summary
Well-organized Clerk possessing proven file management, data entry and calendar maintenance talents. Focused on boosting team productivity with accurate administrative support. Diligent about responding to internal and external requests for information.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Clerk/Insurance Service Representative
American Automobile Association (AAA)
Montebello, CA
03.2021 - Current
- Guide customers in understanding various insurance products, including auto, home, life, and travel insurance.
- Answer inquiries about policies, coverage options, and claims procedures.
- Resolve customer complaints by providing clear, timely solutions.
- Direct customers to appropriate departments based on specific needs.
- Gather documentation for new insurance applications, and enter data into systems.
- Maintain and update existing insurance policies, including coverage changes and contact information.
- Review policy renewals to ensure continued compliance with regulations.
- Ensure the privacy of customer information during all interactions.
- Coordinate communication between departments to streamline customer service operations.
- Handle member inquiries via phone and email, providing timely assistance and information.
- Organize files and documents to improve retrieval times and workflow efficiency.
- Collaborate with team members to develop standard operating procedures for clerical tasks.
- Train new employees on office protocols and customer service best practices.
- Perform data entry tasks to update customer account records.
- Organize and maintain filing systems for confidential documents.
- Scan documents into digital formats ensuring accuracy of content.
Shift Manager/Makeup Lead
Planet Beauty
Tustin, CA
01.2018 - 10.2020
- Processed POS transactions efficiently to enhance customer experience.
- Assisted customers in person and via phone, providing detailed product information.
- Recommended tailored products and services based on individual customer needs.
- Supervised store operations and associates during store manager absence.
- Troubleshot register and computer issues to minimize downtime.
- Directed phone calls to appropriate channels for prompt assistance.
- Conducted regular product inventories to maintain stock accuracy.
- Placed supply orders and balanced register at end of day for financial integrity.
Beauty Advisor/Customer Service
Ulta Beauty
Orange, CA
04.2017 - 07.2017
- Assisted customers with product inquiries to enhance satisfaction.
- Recommended tailored products and services based on individual customer needs.
- Processed purchases and returns efficiently to ensure smooth transactions.
- Maintained clean and organized work area to promote a positive environment.
- Answered phone calls, directing them to appropriate departments promptly.
- Executed opening and closing duties to ensure operational readiness at start and end of shifts.
Customer Service Associate
Kohl’s
Whittier, CA
01.2012 - 01.2017
- Greeted customers, providing assistance as necessary.
- Processed customer purchases and returns promptly and accurately.
- Handled credit card transactions efficiently.
- Answered and directed multi-line phone calls professionally.
- Assisted customers in person and via telephone with inquiries about products and store policies.
- Opened registers at start of shifts; balanced and closed registers at day’s end.
- Trained new associates on customer service protocols and company standards effectively.
Guest Service Associate
Target
Whittier, CA
01.2007 - 01.2012
- Streamlined customer purchases and returns for enhanced efficiency.
- Handled merchandise returns and exchanges according to store policies.
- Recommended products tailored to individual customer needs.
- Resolved customer issues professionally in-person and via phone.
- Assisted customers in locating desired products promptly.
- Maintained a clean, organized workspace to ensure optimal service delivery.
- Trained new associates on store procedures and customer service standards.
Education
High School Diploma -
Opportunities For Learning Charter School
City of Industry, CA01.2007
Skills
- Insurance sales license
- Policy management
- Customer inquiry resolution
- Document management
- Compliance review
- Relationship management
- Data entry
- Microsoft Office Suite
- Customer service
- Communication skills
- Phone etiquette
- Time management
- Adaptability
- Multi-tasking
- Attention to detail
- Organizational skills
Certification
- Insurance License: Personal Lines #4397436 05/2025
References
References available upon request.
Timeline
Clerk/Insurance Service Representative
American Automobile Association (AAA)
03.2021 - Current
Shift Manager/Makeup Lead
Planet Beauty
01.2018 - 10.2020
Beauty Advisor/Customer Service
Ulta Beauty
04.2017 - 07.2017
Customer Service Associate
Kohl’s
01.2012 - 01.2017
Guest Service Associate
Target
01.2007 - 01.2012
High School Diploma -
Opportunities For Learning Charter School
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