Motivated individual with experience in customer service and sales. Skilled in building customer relationships and understanding customer needs. Strong communication and interpersonal skills for providing superior customer service.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Insurance Broker
Auto International Insurance
10.2023 - Current
Collaborated with underwriters to negotiate favorable policy terms and rates for clients, ensuring optimal coverage at competitive prices.
Maintained up-to-date knowledge of industry trends and regulatory changes, allowing for accurate, timely advice to clients.
Conducted thorough risk assessments for potential clients, identifying potential exposures and recommending appropriate coverage levels.
Educated clients on available insurance products and services, helping them make informed decisions about their coverage options.
Managed all aspects of the insurance renewal process, from reviewing current policies to negotiating new terms with carriers and presenting updated options to clients.
Assisted in training new brokers on company procedures, product offerings, sales techniques, and compliance requirements.
Barback
La Sabrosita Botanero
05.2023 - 10.2023
Improved customer satisfaction by efficiently stocking and organizing bar supplies and maintaining a clean workspace.
Assisted bartenders with drink preparation tasks, resulting in faster service for patrons.
Reduced waste by accurately measuring and portioning ingredients for mixed drinks.
Ensured smooth bar operations by promptly cleaning glassware and utensils, allowing bartenders to focus on serving customers.
Assisted with inventory management, ensuring proper stock levels of liquor, beer, wine, garnishes, and other bar supplies.
Collaborated with kitchen staff to expedite food orders for bar patrons, leading to improved guest satisfaction.
Maintained cleanliness of all bar areas according to health department standards through diligent sanitation practices.
Marketing Representative
Auto International Insurance
09.2022 - 05.2023
Implemented and supervised market research projects from start to finish with focus groups, surveys and interviews
Developed marketing materials, collaborating with colleagues to maintain consistent brand voice
Created and implemented customer loyalty programs to increase customer retention and loyalty
Researched and evaluated potential new markets and products
Identified and solicited sales prospects in agency databases
Cross-sold insurance products to existing clients to reach sales targets
Determined client needs and financial situations by listening and scheduling fact-finding appointments
Informed clients of policies and procedures
Resolved caller issues quickly and thoroughly.
Receptionist Clerk
Calvary Chapel Costa Mesa
03.2021 - 07.2022
Directed incoming calls to internal personnel and departments, routing to best-qualified department
Balanced employee availability, customer schedules, and maximum load levels when scheduling appointments
Answered questions and addressed, resolved, or escalated issues to management personnel to satisfy customers
Assisted with onboarding new clients and securing paperwork completion
Interacted with vendors, contractors and professional services personnel to receive orders, direct activities, and communicate instructions
Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance
Operated multi-line telephone system to answer and direct high volume of calls
Managed multiple tasks and met time-sensitive deadlines
Provided clerical support to company employees by copying, faxing, and filing documents
Welcomed customers with friendly greeting, answered general questions, gathered nature of visit and directed to specific offices
Restocked supplies and submitted purchase orders to maintain stock levels
Organized, maintained and updated information in computer databases.
Barista Shift Supervisor
The Overflowing Cup
06.2018 - 05.2019
Trained new hires in food handling and safety protocols to boost knowledge and performance
Collaborated with cafe management to design and implement promotional strategies for cafe items
Created new recipes, outlined steps, and trained staff on correct preparation
Continuously evaluated business operations to effectively align workflows for optimal area coverage and customer satisfaction
Conducted product demonstrations to highlight features and redirect objections to positive aspects
Balanced and organized cash register by handling cash, counting change, and storing coupons
Greeted customers and helped with product questions, selections, and purchases
Volunteered for extra shifts during holidays and other busy periods to alleviate staffing shortages
Listened to customer needs and desires to identify and recommend optimal products
Monitored sales floor and merchandise displays for presentable condition, taking corrective action such as restocking or reorganizing products
Checked pricing, scanned items, applied discounts, and printed receipts to ring up customers
Trained and supervised new employees to use selling strategies and apply best practices.
Barista
The Overflowing Cup
08.2017 - 05.2018
Memorized recipes for specialty coffee beverages and seasonal offerings
Maintained and operated espresso machines, blenders, commercial coffee brewers, coffee pots, and other equipment
Controlled line and crowd with quick, efficient service
Pleasantly interacted with customers during hectic periods to promote fun, positive environment
Recommended products based on solid understanding of individual customer needs and preferences
Listened carefully to customer requests and created personalized, delicious beverages, which improved sales
Sanitized equipment and wiped down counters and tables to prevent spread of germs
Completed successful daily cash audits to correctly balance drawers at end of shifts
Elevated customer loyalty by using strong communication abilities to resolve customer problems
Learned every menu item's preparation and numerous off-label drinks to meet customer needs.
Customer Service Representative at Auto International Insurance & DMV ServicesCustomer Service Representative at Auto International Insurance & DMV Services
Customer Sales Services Executive at Auto & General Insurance (Singapore) Pte. Limited Trading as Budget Direct InsuranceCustomer Sales Services Executive at Auto & General Insurance (Singapore) Pte. Limited Trading as Budget Direct Insurance