Summary
Overview
Work History
Education
Skills
LANGUAGES
References
Timeline
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Sergio Diaz

Oklahoma City

Summary

Dedicated professional with a proven track record of aligning with company objectives and maintaining organized practices. Expertise in thriving under pressure while adapting to diverse challenges, contributing to the overall enhancement of the organizational brand.

Overview

6
6
years of professional experience

Work History

Life Insurance Agent

Orca Life
06.2025 - Current
  • Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
  • Assisted customers in selecting the right life insurance coverage for their needs.
  • Ensured compliance with all applicable laws when issuing policies or making recommendations.
  • Developed and maintained relationships with clients to ensure customer satisfaction.
  • Prepared quotes for prospective customers based on their individual needs.
  • Collaborated with other departments such as underwriting or claims processing teams.
  • Provided personalized service to clients by phone, email, or in-person meetings.

Payroll Specialist

Heartland Payroll Solutions
03.2024 - Current
  • Administered full-cycle payroll processing for a diverse client base, including spanish speaking, ensuring timely and accurate disbursement of employee wages and compliance with all relevant tax regulations.
  • Managed payroll-related inquiries and resolved discrepancies, maintaining a high level of customer satisfaction and trust.
  • Processed federal, state, and local tax withholdings, along with year-end reporting (W-2s, 1099s), ensuring compliance with evolving tax laws.
  • Maintained detailed and organized payroll records, ensuring confidentiality and adherence to company policies and legal standards.
  • Collaborated with HR and accounting teams to ensure accurate employee data and deductions, including benefits, garnishments, and retirement contributions.
  • Identified and implemented process improvements to streamline payroll operations, reducing processing time and increasing accuracy.
  • Stayed updated on payroll trends and compliance regulations, contributing to successful audits and ensuring risk mitigation.

Shift Supervisor

CVS Pharmacy
10.2022 - 01.2024
  • Provided on-the-job training to new staff members.
  • Conducted weekly inventory of supplies, equipment, and food items.
  • Resolved customer complaints in a timely manner.
  • Maintained accurate records of daily transactions and deposits.
  • Performed cash handling duties such as counting money, balancing registers, and preparing bank deposits.
  • Completed opening and closing duties to facilitate business operations.
  • Coordinated shift workers for inventory receiving, auditing and restocking.

Concrete Construction Laborer

Okie Construction Inc.
06.2021 - 08.2023
  • Loaded and unloaded building materials, tools, and machinery.
  • Maintained a safe work environment by adhering to safety regulations and guidelines.
  • Unloaded trucks with supplies for construction projects.
  • Transported materials from one site location to another using trucks or trailers.
  • Monitored progress of construction activities making sure deadlines were met.
  • Provided assistance to supervisors when needed completing additional duties as assigned.
  • Built forms for pouring concrete foundations and slabs.
  • Assisted in the installation of formwork for pouring concrete.
  • Repaired damaged forms prior to pouring concrete, as needed.
  • Installed reinforcing steel bars in preparation for concrete pour.
  • Utilized a range of hand tools such as rakes, hoes and shovels in order to spread concrete mix evenly.

Online Grocery Associate

Walmart
10.2020 - 05.2022
  • Assisted customers with online grocery orders, answering questions and providing helpful information.
  • Provided customer support for technical issues related to the online ordering process.
  • Developed strategies to improve customer satisfaction ratings with online grocery services.
  • Provided training and support for new employees joining the company's online grocery team.
  • Bagged groceries carefully to keep products in perfect condition, separated fragile products and kept frozen and perishable foods cold or fresh.
  • Communicated with customer to confirm clarity of order, shopped at additional stores if necessary and expedited order transfer to delivery driver.
  • Satisfied customers with quick, accurate service under tight deadlines.

Restaurant Busser

Hefner Grill
03.2019 - 09.2020
  • Greeted customers and provided menus; took beverage orders and delivered drinks.
  • Reset tables in a timely manner with clean silverware, napkins and condiments.
  • Swept floors and removed garbage from dining area.
  • Assisted with restocking supplies such as straws, cups, plates and utensils.
  • Provided assistance to other employees when needed during peak business hours.
  • Ensured that all areas were properly sanitized at the end of each shift.
  • Responded promptly to customer inquiries related to menu items or services offered.
  • Cleaned spills immediately using appropriate cleaning solutions ensuring safety protocols were followed.
  • Wiped down and cleaned chairs, booths and highchairs.

Education

Bachelor of Science - Business Finance

Southern Nazarene University
12.2023

Skills

  • Inventory Control
  • Customer-Oriented
  • Critical Thinking
  • Staff Supervision
  • Decision-Making
  • Time Management
  • Team Collaboration
  • Excel Proficient
  • Payroll processing

LANGUAGES

Spanish
Native/ Bilingual

References

References available upon request.

Timeline

Life Insurance Agent

Orca Life
06.2025 - Current

Payroll Specialist

Heartland Payroll Solutions
03.2024 - Current

Shift Supervisor

CVS Pharmacy
10.2022 - 01.2024

Concrete Construction Laborer

Okie Construction Inc.
06.2021 - 08.2023

Online Grocery Associate

Walmart
10.2020 - 05.2022

Restaurant Busser

Hefner Grill
03.2019 - 09.2020

Bachelor of Science - Business Finance

Southern Nazarene University