Summary
Overview
Work History
Education
Skills
Interests
Certification
Accomplishments
Work Availability
Timeline
Hi, I’m

Ronald Osborne

Insurance Agent
Exeter
Ronald Osborne

Summary

Hardworking, passionate job seeker with a background in pool service sales and management, accounts receivable, shipping and receiving, and purchasing agent. I have previous experience in construction on major school and commercial projects as well as residential underground utilities installation. As an organized and dependable employee, I also possess a positive attitude and a willingness to take on added responsibilities to help achieve company goals. Known for adaptability and consistently meeting changing organizational needs.

Overview

16
years of professional experience

Work History

Bankers Life and Casualty

Insurance Agent Producer
03.2024 - Current

Job overview

  • Build strong relationships with clients through consistent communication and excellent customer service.
  • Respond to customer calls swiftly to resolve issues and answer questions.
  • Increase client satisfaction by providing personalized insurance solutions tailored to individual needs.
  • Provide prompt responses to inquiries from both prospective and existing clients, demonstrating a commitment to exceptional service.
  • Determine client needs and financial situations by listening and scheduling fact-finding appointments.

Oasis Pool and Spa

Service Manager
01.2017 - 02.2024

Job overview

  • Performed equipment installations such as new pumps and filters as well as valve replacement and plumbing repairs.
  • Programmed automated equipment operating systems.
  • Met with prospective clients to obtain new accounts and helped to double the number of pools serviced which included several new commercial accounts.
  • Conducted driver ride-alongs for training purposes and observations to evaluate and improve technician performance.
  • Planned, monitored and followed up on daily route assignments to service customers.
  • Visited customers to evaluate and resolve safety issues and customer concerns.
  • Conducted regular performance evaluations of techs to provide constructive feedback and identify areas for improvement.
  • Assisted in the recruitment and hiring of new route technicians, improving overall team capabilities.

Avran Industrial

Purchasing Agent
05.2014 - 10.2016

Job overview

  • Operated forklift in warehouse setting including loading and unloading of delivery trucks.
  • Packaged shipments for delivery including crating and shrink-wrapping. Acknowledged receipt of cargo for shipping through bill of lading.
  • Maintained records of all purchasing activities with the use of Quickbooks.
  • Ensured timely delivery of materials through effective planning and coordination with suppliers.
  • Created purchase orders to monitor stock levels, verify purchase requisitions, and expedite customer orders.
  • Facilitated smooth operations through accurate tracking of purchase orders, invoices, and payments.
  • Contributed to a positive work environment through collaboration and effective communication among team members.

Dowdy's Sales and Service

Shipping/Accounts Receivable Clerk
03.2011 - 03.2014

Job overview

  • Packaged shipments for delivery including crating and shrink-wrapping. Acknowledged receipt of cargo for shipping through bill of lading.
  • Operated forklift to receive deliveries, load shipments and fabricated hydraulic hoses for walk-in customers.
  • Prepared and mailed invoices to customers, processed payments, and documented account updates.
  • Used accounting software to reconcile accounts, track income, and generate invoices.
  • Submitted cash and check deposits and generated cash receipts to record money received.
  • Maintained up-to-date customer contact information, enabling effective communication regarding account status and payment inquiries.
  • Provided exceptional customer service when addressing client inquiries about their account status or billing concerns.

Forcum/Mackey Construction

Laborer
12.2008 - 01.2011

Job overview

  • Loaded, unloaded and moved material to and from storage and production areas using forklift and Gradall.
  • Expanded skill set through continuous learning of new techniques, tools, and equipment related to laborer tasks.
  • Improved worksite efficiency by maintaining clean and organized work areas.
  • Maintained high-quality workmanship through attention to detail and adherence to industry standards.
  • Supported construction projects by assisting with heavy equipment operations and manual labor tasks.

Education

College of The Sequoias
Visalia, CA

Vocational Certificate from Accounting

Skills

  • Sales
  • Management
  • Shipping/Receiving
  • Pool equipment installation
  • Construction experience
  • Word and Excel
  • Customer service
  • Forklift Operator

Interests

  • I love helping others by giving back to the community through involvement in local clubs such as Exeter Lions and Visalia Rotary Club.
  • I play drums and enjoy performing in my local band
  • I have a passion for and am a strong advocate for animals.

Certification

Vocational certificate of accounting.

California Life and Health Insurance License.

Accomplishments

  • Supervised team of seven staff members.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
Availability
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Timeline

Insurance Agent Producer

Bankers Life and Casualty
03.2024 - Current

Service Manager

Oasis Pool and Spa
01.2017 - 02.2024

Purchasing Agent

Avran Industrial
05.2014 - 10.2016

Shipping/Accounts Receivable Clerk

Dowdy's Sales and Service
03.2011 - 03.2014

Laborer

Forcum/Mackey Construction
12.2008 - 01.2011

College of The Sequoias

Vocational Certificate from Accounting
Ronald OsborneInsurance Agent