Rosa Lara
Stockton,CA
Summary
Detail-oriented administrative professional with extensive experience in organizing and managing daily clerical operations. Proven track record in coordinating documents, reports, and records, while effectively handling correspondence and deliveries. Exceptional oral and written communication skills complemented by strong team leadership and relationship-building abilities. Career objectives include further enhancing organizational efficiency and streamlining processes.
Overview
6
6
years of professional experience
Work History
REGISTERED BEHAVIOR TECHNICIAN
Applied Behavior Consultants
Stockton, CA
06.2024 - Current
- Implemented proactive strategies for reducing challenging behaviors
- Maintained accurate data collection systems for behavior tracking purposes
- Applied reinforcement techniques to increase desirable behaviors or decrease undesirable behaviors
- Facilitated client participation in social activities that fostered appropriate peer interactions
- Monitored client responses to intervention strategies through continuous observation and data collection methods
- Utilized applied behavior analysis principles and techniques to reinforce desired behaviors
- Adapted instruction based on individual learning styles to ensure effective delivery of services
- Demonstrated ability to implement behavior plans with fidelity and accuracy
LICENSE COORDINATOR
Exalt Financial
Stockton, CA
04.2024 - Current
- Utilized strong problem solving skills when addressing complex issues related to licensure activities
- Compiled and maintained records of licenses, including expiration dates,continuing education and costs.
- Provided assistance to users regarding licensing issues and questions.
- Verified document authenticity to process license application.
- Developed and implemented a successful filing system to ensure accuracy of licensing data
- Ensured that all licensure documents were properly completed prior to submission
- Served as the primary point of contact for agents regarding their license applications and renewal processes
- Provided excellent customer service while responding to inquiries regarding licenses
- Help agents put in their application with the Department of insurance and follow up on application.
- Enter data from forms inti online database
- Use Excel sheets to track commissions paid and license information.
LICENSE LIFE INSURANCE AGENT
Ph Agency
Stockton, CA
08.2019 - Current
- Utilized effective communication techniques to explain complex concepts in simple language
- Advised customers on appropriate coverage options based on their individual requirements
- Attended industry conferences and training seminars to stay abreast of latest developments in the field
- Built strong relationships with clients by providing exceptional customer service experiences
- Demonstrated comprehensive knowledge of life insurance policies and processes to customers
- Evaluated financial information provided by clients for accuracy prior to submitting it for processing
- Compiled data from applications, questionnaires, medical exams, and other sources for review by underwriters
- Provided detailed explanation of policy benefits, features, riders, and endorsements to customers
- Performed administrative tasks such as scheduling appointments or maintaining databases
- Sought out new clients and developed clientele by networking to find new customers and generating lists of prospective clients
- Contacted prospective customers to present information and explain available services
- Generated new business through cold calling, networking events, referrals and other marketing initiatives
- Calculated premiums and established payment method
- Sought out new clients and developed clientele by networking to find new customers and generate lists of prospective clients
- Attended meetings, seminars and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts
- Called on policyholders to deliver and explain policy, to analyze insurance program and suggest additions and changes and to change beneficiaries
BASE SHOP COORDINATOR
Exalt Financial
Stockton, CA
09.2023 - 01.2024
- Coordinate with broker on daily task of the agents
- Follow up with agents on applications for life insurance and make sure they were completed correctly
- Call insurance companies to follow up on applications and their process
- Make sure agents are getting paid on their correct pay cycle
- Share links to agents through band app for meetings they can attend during the week with insurance companies or in the company
RECRUITER
Hedy Holmes Staffing
STOCKTON, CA
05.2021 - 03.2023
- Met with hiring managers to discuss requirements and specifications for candidates
- Filled key vacancies with qualified candidates
- Created successful recruiting process to meet organizational needs
- Participated in phone and in-person interviews to determine final candidates for consideration
- Developed and maintained relationships with key hiring managers to ensure successful recruiting processes
- Identified qualified candidates through various channels including job postings, online databases, referrals and networking events
- Maintained detailed recruiting processes, candidate pipeline documentation, and hiring procedures
- Created detailed job descriptions by researching roles, responsibilities, qualifications and skills needed for positions
- Reviewed resumes and other application materials to identify potential candidates
- Reviewed resumes against job requirements and conducted initial phone interviews with applicants
- Utilized applicant tracking systems to store and track candidate information
- Conducted reference checks and background checks on applicants
- Informed job applicants of details such as duties and responsibilities, compensation, benefits, schedules, working conditions, and promotion opportunities.
- Receive timecards make sure punches are correct, attach timecards, sick time and covid to employees portal. Complete prescreening on covid.
- help with accidental reports for human resources
- Confirmed attendance, hours worked and pay rates to properly post information in appropriate records.
- Posted work hours completed to files to properly bill clients.
MAINTENANCE
Sandras Cleaning services
STOCKTON, CA
01.2019 - 08.2019
- Maintained warehouse, and offices cleaned
HUMAN RESOURCE ASSISTANT
Niagra
STOCKTON, CA
11.2018 - 12.2018
- Supported day-to-day operations of HR functions and duties
- Filed papers and documents into employee files
- Maintained and updated employee records to support accuracy and compliance
- Packaged new hire packets and materials for distribution to newly hired employees
Education
CERTIFICATION IN PHARMACY TECHNICIAN -
Uei College
Stockton05.2013
HIGH SCHOOL DIPLOMA -
Sacramento Job Corps
Sacramento06.2011
Skills
- Detail-Oriented Approach
- Applied Behavior Analysis
- Team Collaboration
- Problem-solving aptitude
- Schedule Coordination
- Prompting Strategies
- Direct Instruction
- Mail Sorting and Distribution
- Positive Attitude
- Problem-Solving
- Filing and data archiving
- Administrative Support
- Data Entry
- I-9 documentation
- New hire processing
- Telephone and email etiquette
- Record keeping
Languages
Spanish, Fluent
Timeline
REGISTERED BEHAVIOR TECHNICIAN
Applied Behavior Consultants
06.2024 - Current
LICENSE COORDINATOR
Exalt Financial
04.2024 - Current
BASE SHOP COORDINATOR
Exalt Financial
09.2023 - 01.2024
RECRUITER
Hedy Holmes Staffing
05.2021 - 03.2023
LICENSE LIFE INSURANCE AGENT
Ph Agency
08.2019 - Current
MAINTENANCE
Sandras Cleaning services
01.2019 - 08.2019
HUMAN RESOURCE ASSISTANT
Niagra
11.2018 - 12.2018
CERTIFICATION IN PHARMACY TECHNICIAN -
Uei College
HIGH SCHOOL DIPLOMA -
Sacramento Job Corps
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