Sergio Diaz
Life Insurance Agent
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
7
7
years of professional experience
2024
2024
years of post-secondary education
1
1
Certification
1
1
Language
Work History
Life Insurance Agent
Orca Life
06.2025 - Current
- Prepared and processed all required policy documentation, including applications, endorsements, renewals, and cancellations, in compliance with company standards and regulatory requirements.
- Guided clients in identifying and selecting appropriate life insurance solutions tailored to their financial needs and goals.
- Ensured full compliance with industry regulations and company policies when advising clients and issuing policies.
- Cultivated and maintained long-term client relationships, promoting retention and satisfaction through consistent support and follow-up.
- Developed customized insurance quotes for prospective clients, aligning recommendations with individual needs and circumstances.
- Partnered with underwriting and claims departments to streamline processes, and ensure timely policy issuance and servicing.
- Delivered personalized service through phone, email, and in-person consultations, fostering trust, and enhancing the client experience.
Payroll Specialist
Heartland Payroll Solutions
03.2024 - 04.2025
- 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.
- Served as the primary point of contact for employees and managers regarding payroll inquiries, ensuring timely resolution and a positive support experience.
- Built relationships with internal clients by providing clear guidance on payroll policies, tax regulations, and compliance requirements.
- Onboarded new hires into the payroll system, training them on self-service features and answering system-related questions.
- Partnered with HR and management teams to understand client needs, troubleshoot issues, and deliver customized payroll solutions.
- Managed sensitive employee data with accuracy and discretion, maintaining trust and reliability in all client interactions.
- Collaborated with cross-functional departments (HR, Finance, IT) to streamline processes and improve the client experience.
- Handled high-volume requests and problem-solving under strict deadlines, demonstrating adaptability and client-first mindset.
Shift Supervisor
CVS Pharmacy
10.2022 - 01.2024
- Provided on-the-job training to new staff members.
- Conducted a 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
Skills
Inventory Control
Customer-Oriented
Critical Thinking
Staff Supervision
Decision-Making
Time Management
Team Collaboration
Excel Proficient
References
References available upon request.
Certification
Licensed Life Insurance Agent
Timeline
Life Insurance Agent
Orca Life
06.2025 - Current
Licensed Life Insurance Agent
06-2025
Payroll Specialist
Heartland Payroll Solutions
03.2024 - 04.2025
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
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