Dynamic bilingual professional with extensive experience in customer service and policy processing at Farmers Insurance. Proven ability to enhance client satisfaction through effective communication and problem-solving skills. Adept at managing billing inquiries and claims, while fostering teamwork and integrity in fast-paced environments. Committed to delivering exceptional results and supporting organizational goals.
Overview
35
35
years of professional experience
Work History
Customer Service Representative
Farmers Insurance - Young Douglas
Ontario, CA
08.2024 - Current
Serve as the first point of contact for clients, providing personalized assistance with policy inquiries, claims processing, billing questions, and coverage changes
Maintain up-to-date knowledge of insurance products including auto, home, life, and commercial policies to effectively support client needs
Process policy changes, endorsements, cancellations, and renewals accurately and in timely manner
Assist clients with payments, premium due dates, and troubleshooting billing issues
Ensure client satisfaction through proactive communication, prompt follow-up, and care
Document all client interactions in the agency management system to ensure accuracy and compliance
Support licensed agents in preparing quotes, gathering documentation, and following up with leads
Contribute to a positive office environment with a strong focus on teamwork, integrity, and customer retention
Sales Associate
TJ Maxx/Marshall's
Rancho Cucamonga, CA
08.2021 - 02.2024
Processed credit card transactions quickly and securely.
Restocked shelves as needed to ensure sufficient inventory levels.
Performed cashier duties such as accepting payments, issuing receipts and counting money back change.
Maintained up-to-date knowledge of store merchandise and policies.
Provided accurate information about products, prices and services.
Greeted customers and provided exceptional customer service.
Processed returns, exchanges, and refunds in accordance with company policies.
Attended weekly team meetings to review performance goals and objectives.
Organized stockroom shelves according to size, color or style.
Conducted inventories on a regular basis to track stock levels.
Assisted customers with product selection, sizing and styling.
Helped customers find specific products, answered questions, and offered product advice.
Engaged customers in friendly, professional dialogue to determine needs.
Collected payments and provided accurate change.
Legal Assistant
McKenna, Long & Aldridge, LLP
San Diego, CA
08.1993 - 09.2013
Assisted with document production and deposition preparation.
Coordinated travel arrangements for attorneys attending out-of-town conferences or depositions.
Coordinated travel arrangements for attorneys as required by firm policy or client needs.
Organized exhibits for trial proceedings.
Greeted clients upon arrival at office and provided assistance as needed.
Maintained client confidentiality in all matters.
Generated reports summarizing case progress for internal use.
Compiled financial records related to specific cases.
Reviewed and prepared legal documents, such as contracts, pleadings, motions, briefs, memoranda of law and discovery requests.
Ensured that all paperwork was properly filed according to established procedures.
Proofread drafts of legal documents for accuracy in grammar and punctuation.
Processed incoming mail on a daily basis.
Coordinated travel arrangements for attorneys attending out-of-town meetings or conferences.
Scanned physical documents into electronic format for storage in a secure database system.
Answered phones promptly while providing courteous customer service.
Provided administrative support to attorneys by managing calendars; scheduling appointments; organizing files; preparing correspondence; filing court documents; and obtaining necessary signatures.
Provided administrative support to boost firm's document production and legal correspondence.
Filed clients' legal documents in relevant courts for processing.
Filed pleadings and paperwork with court clerk to meet strict deadlines.
Mailed and arranged for delivery of legal correspondence to clients, witnesses and court officials.
Managed office scheduling and kept accurate notes on deadlines, motions, and other dates.
Prepared and processed expense reports for reimbursing attorneys.
Drafted shells legal complaints, summonses and interrogatories.
Drafted correspondence, documented data and submitted materials to appropriate parties.
Legal Assistant/Paralegal
Law Office of Anton N. Handal
San Diego, CA
03.1990 - 07.1993
Organized exhibits for trial proceedings.
Analyzed data related to cases for use in research or litigation purposes.
Assisted with document production and deposition preparation.
Proofread drafts of legal documents for accuracy in grammar and punctuation.
Maintained client confidentiality in all matters.
Updated databases with new information received from attorneys or clients.
Coordinated travel arrangements for attorneys as required by firm policy or client needs.
Maintained inventory levels of office supplies necessary for day-to-day operations.
Answered phones promptly while providing courteous customer service.
Reviewed and prepared legal documents, such as contracts, pleadings, motions, briefs, memoranda of law and discovery requests.
Coordinated travel arrangements for attorneys attending out-of-town conferences or depositions.
Provided administrative support to attorneys by managing calendars; scheduling appointments; organizing files; preparing correspondence; filing court documents; and obtaining necessary signatures.
Coordinated travel arrangements for attorneys attending out-of-town meetings or conferences.
Processed incoming mail on a daily basis.
Greeted clients upon arrival at office and provided assistance as needed.
Prepared summaries of depositions, interrogatories and testimony for attorney review.
Provided administrative support to boost firm's document production and legal correspondence.
Education
Lawyers' Assistant Program / Paralegal Certificate
University of San Diego
San Diego, CA
05-1988
Bachelor of Arts - Political Science
University of California, San Diego
La Jolla, CA
05-1987
Skills
Bilingual (Spanish & English)
Customer service
Policy processing
Billing support
Claims management
Insurance product knowledge
Data entry
Teamwork
Money Management
Problem Solving
Inventory Control
Communication Skills
Leadership
Affiliations
Enthusiastic home chef and baker with a passion for exploring diverse cuisines. Avid supporter of the performing arts, regularly attending plays and film screenings. Enjoy spending time in nature through walking and light hiking.
Timeline
Customer Service Representative
Farmers Insurance - Young Douglas
08.2024 - Current
Sales Associate
TJ Maxx/Marshall's
08.2021 - 02.2024
Legal Assistant
McKenna, Long & Aldridge, LLP
08.1993 - 09.2013
Legal Assistant/Paralegal
Law Office of Anton N. Handal
03.1990 - 07.1993
Lawyers' Assistant Program / Paralegal Certificate