Samantha Perez
Porterville,CA
Summary
Driven professional with a proven track record at Fred Loya Insurance, adept in customer service and bilingual communication. Excelled in building client relationships and efficiently managing policy renewals, demonstrating a fast learning ability and exceptional multitasking skills. Achieved significant improvements in client satisfaction and operational efficiency.
Overview
11
11
years of professional experience
Work History
Insurance Agent
Fred Loya Insurance
Porterville, CA
06.2022 - 10.2023
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Maintained high standards of customer service by building relationships with clients.
Secretary
Aaron Perez Construction
Lindsay, CA
12.2019 - 01.2021
- Prepared professional correspondence, including memos, letters, and emails, ensuring accuracy and timeliness.
- Maintained electronic filing systems and categorized documents.
- Responded to emails and other correspondence to facilitate communication and enhance business processes.
- Provided clerical support to company employees by copying, faxing, and filing documents.
- Maintained accurate records of office expenses, assisting in budget preparation and cost control efforts.
Secretary
Loredo & Associates
Porterville, CA
11.2012 - 09.2018
- Handled sensitive information discreetly, maintaining confidentiality when managing personnel files or financial data.
- Answered multi-line phone system and enthusiastically greeted callers.
- Maintained daily report documents, memos and invoices.
- Scheduled appointments and conducted follow-up calls to clients.
Education
High School Diploma -
Monache High School
Porterville, CASkills
- Customer Service
- Quotes and sales
- Bilingual
- Fast learner
- Multitasking
Timeline
Insurance Agent
Fred Loya Insurance
06.2022 - 10.2023
Secretary
Aaron Perez Construction
12.2019 - 01.2021
Secretary
Loredo & Associates
11.2012 - 09.2018
High School Diploma -
Monache High School