Roxana Ramirez
Sun Valley,California
Summary
Organized professional in administrative support known for high productivity and efficiency in task completion. Skilled in data entry, calendar management, and document preparation, ensuring smooth operational flow. Excel in communication, problem-solving, and time management, contributing to successful team collaboration and project execution.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Life and Health Insurance Broker
Independently Employed
Sun Valley, CA
04.2022 - Current
- Evaluate and pursue sales leads obtained through direct referrals, networking, marketing, cold-calling and lead databases.
- Conduct in-home and group presentations to provide detailed explanations of policy guidelines and benefits to clients and families.
- Effectively detail various insurance policy options aligning with clients' requirements and objectives.
- Perform comprehensive risk assessments to devise cross-functional solutions for life insurance, annuities, health insurance, disability insurance and long-term care policies.
- Utilize advanced sales techniques to achieve sales objectives.
Customer Service Associate
Lowe's HIW
Pacoima, CA, CA
02.2018 - 04.2022
- Supported customer service goals and enhanced relations through friendly, knowledgeable and positive communication.
- Educated customers on special pricing opportunities and company offerings.
- Delivered fast, friendly and knowledgeable service for routine questions and service complaints.
- Secured client retention by driving service and product benefits, features and recommendations around clients' needs.
- Documented customer correspondence in CRM to track requests, problems and solutions.
- Provided outstanding service to new and long-standing customers by attending closely to concerns and developing solutions.
Project Manager
Lowe's HIW
West Hills, CA
09.2005 - 02.2018
- Handled continuous project monitoring and management by developing forecasts, tracking expenses and approving payments.
- Built strong community relations with subcontractors and vendors to optimize cost savings and complete timely preconstruction.
- Created project plans with established timelines for integral phases, assigned to appropriate teams, managed workflow and achieved RFP submissions and completion deadlines on or before schedule.
- Led subcontractor meetings to convey project requirements, scope, milestones and regulatory compliance.
- Coordinated complex contract administration, including defining project milestones and developing budget.
- Communicated with clients to convey deadlines, scope of work and potential challenges throughout project timeline.
- Managed entire project life cycle from initial concept through final delivery.
- Demonstrated and taught how to close out major, challenging projects without alienating customers or losing money on projects.
Education
Bachelor of Science - Criminal Justice
University of Phoenix
Woodland Hills, CA06.2011
Skills
- MS Office proficiency
- Customer Support
- Telephonic Communication Skills
- Quality Assurance
- Project management
- Conflict Resolution Skills
- Verbal Communication
- Office equipment proficiency
- Proficient in Technology Solutions
- Retail sales, customer service
- Proficient in Spanish and English
- Credit card payment processing
- Adaptive team player
- Clerical support
- CRM
- Direct sales
- Policy coverage expert
- Client relations expert
- Life and health insurance
- Commission-based sales experience
Certification
- California Life & Health Insurance License #4201379
Timeline
Life and Health Insurance Broker
Independently Employed
04.2022 - Current
Customer Service Associate
Lowe's HIW
02.2018 - 04.2022
Project Manager
Lowe's HIW
09.2005 - 02.2018
- California Life & Health Insurance License #4201379
Bachelor of Science - Criminal Justice
University of Phoenix
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