Dependable and approachable professional with proven expertise in client service, administrative support, and problem-solving. Known for building strong, long-lasting relationships, staying organized under pressure, and delivering detail-oriented results. Adaptable and team-oriented, committed to efficient operations and delivering positive client experiences.
Skills
Microsoft Office Suite
Google Workspace
Google Analytics/Ads
Meta Business Suite/Ads
Hootsuite, Hubspot
SEMrush, Ahrefs, Moz
Salesforce, Shopify, BigCommerce, WordPress
Excel workflow and reporting
Photoshop, InDesign, Illustrator
Teams, Slack, Asana, Zoom - VPN/RD
HTML5, CSS3, CAD, AKU, Shaped3D
Final Cut Pro, Reels Editor, Pro Logic, Pro Tools
Work History
Insurance Sales & Consultant
State Farm - Insurance & Financial Services
San Clemente, CA
05.2024 - Current
Licensed in California and Arizona for Property and Casualty Insurance.
Provided personalized insurance solutions, including business, fire, umbrella, commercial, recreational, auto, and others, through warm referrals, cold leads, warm leads, and hot leads.
Reviewed policies to identify coverage gaps, boost cross-selling, enhance client protection, and drive conversions.
Pursued potential clients, built strong, long-lasting relationships, and gained trust through honest, transparent communication, and educated consulting.
Collaborated with Underwriting, Business, Personal Lines, and other departments to streamline workflows and ensure accuracy.
Educated clients on insurance terminology and policy details, while managing detailed client records and communications using CRM systems.
Store & Warehouse Manager
Stray Boards – High-End Surf and Watersports Retailer
San Clemente, CA
06.2022 - 05.2024
Oversaw and optimized e-commerce, website, social media, and other digital platforms to enhance brand presence and customer engagement, while developing and executing end-to-end marketing and advertising campaigns, driving growth, trust, and sales, concept through completion.
Cultivated strong customer relations and boosted sales across in-store, local events, and online channels while managing reputation and community engagement.
Directed product inventory management processes, from intake and publishing to sales conversion and performance analysis.
Provided strategic consulting on business development, marketing initiatives, and team-building efforts to support organizational goals.
Luxury Sales Representative
Cadillac GMC of Laguna-Niguel
Laguna-Niguel, CA
11.2021 - 04.2022
Executed high-line auto and finance sales for Cadillac & GMC, specializing in client relations, lead generation, product expertise, and closing high-value deals, such as 6-figure products with $50k premiums.
Served as product specialist and account manager, providing expert guidance throughout the sales process, while collaborating with cross-functional departments including Service, Parts, and Finance.
Service Director Assistant
Cadillac GMC of Laguna-Niguel
Laguna-Niguel, CA
02.2019 - 10.2021
Direct assistant to the Service Director of four dealerships and multiple parts departments (10+ motor companies), managing business development, customer and client relations, technician certifications, reputation management, and acted as corporate liaison for GM Motors and Hyundai Motor America.
Coordinated vendor relationships, monitored state safety protocols, and ensured corporate compliance.
Internet Marketing Specialist
Bisnar Chase - Law Firm
Newport Beach, CA
03.2016 - 10.2019
Researched and translated complex legal data and statistics into clear, accurate content in collaboration with attorneys to support law firm reputation management.
Developed and executed marketing strategies aligned with the law firm’s goals and objectives, including advertising, graphic design, video production, photoshoots, scriptwriting, coding, and storyboarding.
Created SEO-optimized website content and managed PPC, email, and other digital marketing campaigns to boost search rankings and drive traffic.
Managed client and public engagement through timely, professional responses and action across multiple online platforms, while supporting community outreach and participating in local events.
Media & Creative Design Manager
HMM – Advertising & Marketing Company
San Clemente, CA
01.2014 - 03.2016
Led end-to-end creative direction and execution for digital, print, and multimedia campaigns across marketing, branding, and advertising initiatives, for high-volume (millions) of campaign pieces.
Managed a team of designers, videographers, and content creators to develop compelling visuals, graphics, videos, and interactive media, driving sales and engagement.
Collaborated cross-functionally with marketing, sales, and executive leadership to align creative strategies with business goals.
Maintained network of industry contacts to generate & retain, new, old & potential customers.
Account Sales Manager
HMM - Advertising & Marketing Company
San Clemente, CA
01.2009 - 12.2014
Strategically managed a diverse portfolio of accounts, acting as the primary client liaison to deliver tailored solutions and drive long-term revenue growth.
Proactively identified and cultivated new business opportunities by leveraging and expanding existing and prospective customer networks.
Analyzed and tracked key sales metrics—including quarterly results and annual forecasts—to optimize sales strategies and exceed targets.
Executed targeted field sales research and lead generation initiatives (2009–2011), consistently expanding market reach and pipeline quality.
Education
Associate of Arts - Business Communication / Marketing & Advertising
Saddleback College
Mission Viejo, CA
Certification
Property & Casualty Insurance: CA License #4395509 // AZ License #21259426
Customer Service Representative at STATE FARM INSURANCE-FINANCIAL SERVICES AGCYCustomer Service Representative at STATE FARM INSURANCE-FINANCIAL SERVICES AGCY
State Farm Agent Team Member at STATE FARM INSURANCE-FINANCIAL SERVICES AGCYState Farm Agent Team Member at STATE FARM INSURANCE-FINANCIAL SERVICES AGCY
Insurance Producer at State Farm Insurance, Alleyne Insurance and Financial ServicesInsurance Producer at State Farm Insurance, Alleyne Insurance and Financial Services