Samantha De Hart Pena-Lora
Summary
Accountable Insurance Representative with excellent client management and insurance plan promotion. Highly effective juggler of multiple competing responsibilities simultaneously. Proven history of exceptional time management and customer service.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Benefits Specialist/Field Underwriter
American Income Life Insurance Company
01.2024 - Current
- Participated in professional development opportunities such as training sessions and conferences to stay informed on best practices within the life insurance industry.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Developed comprehensive financial plans for clients, ensuring proper coverage and security for their families.
- Leveraged industry knowledge to educate potential clients on the importance of life insurance, resulting in increased policy awareness and sales conversions.
Customer Service Manager
State Farm- Nari Abramyan Insurance Agency
01.2022 - 02.2024
- Resolved customer complaints while prioritizing customer satisfaction and loyalty.
- Took ownership of customer issues and followed problems through to resolution.
- Managed a team of customer service representatives, fostering a positive work environment focused on teamwork and collaboration.
- Reduced customer complaints, proactively addressing issues and implementing effective solutions.
Assistant General Manager
L.A. Cafe
03.2021 - 02.2022
- Increased customer satisfaction by addressing and resolving concerns in a timely manner.
- Managed financial aspects of the business, including budgeting, forecasting, and cost control for optimal profitability.
- Developed and implemented new operational procedures, streamlining daily tasks and improving overall efficiency.
- Mentored staff members, fostering a supportive work environment that enhanced employee performance and retention.
- Ensured compliance with all health department regulations by implementing strict sanitation guidelines throughout the establishment.
Financial Planner
New York Life Insurance Co
03.2021 - 01.2022
- Drafted comprehensive financial plan to offer recommendations and supporting data.
- Continuously updated industry knowledge through professional development opportunities and staying abreast of market trends.
- Implemented strategic asset allocation models to optimize portfolio performance while minimizing risk exposure.
- Provided exceptional customer service, fostering positive word-of-mouth referrals from satisfied clients.
NSO Trainer/Server Shift Leader
Mendocino Farms
04.2017 - 03.2021
- Mentored new hires, resulting in stronger staff development and increased productivity.
- Provided one-on-one mentoring to help individuals reach their full potential within the organization.
- Monitored and reported trainee progress, introducing new learning tools to address individual needs.
- Facilitated team-building exercises that fostered collaboration and communication among team members.
Education
Certification - Full Stack Coding
UCLA Extension Program
Los Angeles06.2022
Bachelor of Arts - Psychology
Mount Saint Mary's University
Brentwood, CA05.2020
Skills
- New employee enrollment
- Verbal and written communication
- Healthcare Benefits
- Benefits Explanation
- Benefits Administration
- Proficient in Sales Force CRM
- Employee Relations
- Payroll coordination
- Compliance Reporting
- Relationship Building
Certification
- Insurance Producer License (AL, AR, AZ, CA, CT, KS, LA, MO, NJ, NV, OH, OR, PA, TX, VA)- Expires 04/30/2025
- ServSafe Manager´s Course - Expires August 2026
- CNP - Certified Notary Public - California Credential ID 2457086 (Home Loan Certified)
Languages
Spanish
Professional Working
English
Native or Bilingual
Timeline
Benefits Specialist/Field Underwriter
American Income Life Insurance Company
01.2024 - Current
Customer Service Manager
State Farm- Nari Abramyan Insurance Agency
01.2022 - 02.2024
Assistant General Manager
L.A. Cafe
03.2021 - 02.2022
Financial Planner
New York Life Insurance Co
03.2021 - 01.2022
NSO Trainer/Server Shift Leader
Mendocino Farms
04.2017 - 03.2021
Certification - Full Stack Coding
UCLA Extension Program
Bachelor of Arts - Psychology
Mount Saint Mary's University
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