Selina Pichardo
Tusitn
Summary
Focused and dedicated insurance professional with a few years of experience providing superior customer service and rates for policies. Partners with agents to build long-term relationships and develop strategic plans to aid clients with coverage needs.
Overview
7
7
years of professional experience
Work History
Insurance Agent
New York Life Insurance Co
Glendale, CA
04.2021 - 06.2022
- Educated clients on the importance of life insurance and financial planning.
- Explained coverage options to potential policyholders, answering questions or concerns.
- Educated clients on various types of life insurance policies available.
- Collaborated with underwriters to facilitate the approval of applications.
- Provided personalized service to clients by phone, email, or in-person meetings.
- Calculated premiums and established payment methods.
- Communicated with clients to understand needs and identify best policies for each case.
- Delivered outstanding customer service, addressing client inquiries and concerns promptly.
Receptionist
Premium Credit Bureau
Santa Ana, CA
06.2015 - 08.2019
- Managed inventory of office supplies and placed orders to ensure adequate stock levels.
- Greeted visitors and provided them with assistance.
- Greeted and directed visitors to appropriate personnel and answered large number of calls and emails daily.
- Maintained a neat reception area by organizing materials.
- Maintained client accounts by obtaining, recording and updating personal and financial information.
- Responded to inquiries from internal staff members regarding office operations.
- Scheduled and confirmed appointments and meetings for management team.
- Delivered administrative support to team members by making copies, sending faxes, organizing documents and rearranging schedules.
- Assisted with onboarding of new employees by providing orientation information and support.
- Updated and recorded customer or client information to maintain accounts.
- Scheduled appointments for clients, customers, and other visitors.
- Handled customer inquiries and complaints, providing timely and appropriate solutions.
- Operated telephone switchboard to answer, screen and forward calls to appropriate personnel.
Education
Some College (No Degree) - Business
Irvine Valley College
Irvine, CA01-2017
High School Diploma -
Tustin High School
Tustin, CA06-2013
Skills
- Client assessment
- Customer follow-up
- Life insurance
- Referral pipeline maintenance
- Policy renewals
- Customer service
Languages
Spanish
Professional
Timeline
Insurance Agent
New York Life Insurance Co
04.2021 - 06.2022
Receptionist
Premium Credit Bureau
06.2015 - 08.2019
Some College (No Degree) - Business
Irvine Valley College
High School Diploma -
Tustin High School
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