Summary
Overview
Work History
Education
Skills
Timeline
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Roxanne Ramirez

San Antonio,TX

Summary

Life insurance professional equipped to drive strategic growth and deliver exceptional client solutions. Demonstrates expertise in client relationship management, risk assessment, and policy recommendations. Strong focus on team collaboration and adapting to changing needs. Known for reliability, customer-centric approach, and achieving impactful results.

Overview

23
23
years of professional experience

Work History

Life Insurance Agent

American Income Life
02.2025 - 03.2025
  • Resolved issues and inquiries from plan participants regarding health and welfare benefits and deductions through telephone, email, and in-person interactions.
  • Explained benefits to plan participants in easy to understand terms in order to educate each on available options.
  • Assisted in resolving complex benefits issues, leading to increased employee satisfaction and retention rates.
  • Processed employee life event changes, ensuring timely updates to benefits and coverage for qualifying events such as marriage or the birth of a child.
  • Participated in professional development opportunities such as training sessions and conferences to stay informed on best practices within the life insurance industry.
  • Crafted clear, informative reports to explain life insurance policy features and benefits.
  • Developed comprehensive financial plans for clients, ensuring proper coverage and security for their families.

Assistant Store Manager

Cash Store
11.2023 - 01.2025
  • Assisted clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.
  • Maintained strict confidentiality of bank records and client information.
  • Delivered exceptional customer service by promptly addressing client concerns and resolving issues as they arose during the lending process.
  • Submitted loan applications to underwriter for verification and recommendations.
  • Examined customer loan applications for loan approvals and denials.

Store Manager

My Melrose
08.2002 - 11.2023
  • Managed daily operations to ensure smooth functioning of the store, maintaining a clean, safe environment for customers and employees.
  • Managed inventory control, cash control, and store opening and closing procedures.
  • Addressed customer complaints promptly and professionally, resolving issues to maintain positive relationships with clientele.
  • Managed store employees successfully in fast-paced environment through proactive communication and positive feedback.
  • Assisted with hiring, training and mentoring new staff members.
  • Mentored new hires during their onboarding process, ensuring they were well-equipped to excel in their roles from day one.
  • Maximized sales by creating innovative visual merchandising displays and store layouts.
  • Conducted regular performance reviews for staff members, providing constructive feedback and opportunities for growth.

Education

High School Diploma -

Highlands High School
San Antonio, TX
05-1997

Skills

  • Insurance policy sales
  • Building relationships
  • Client service
  • Client account management

Timeline

Life Insurance Agent

American Income Life
02.2025 - 03.2025

Assistant Store Manager

Cash Store
11.2023 - 01.2025

Store Manager

My Melrose
08.2002 - 11.2023

High School Diploma -

Highlands High School

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Roxanne Ramirez