SONJA ALCAZAR
Palmdale,CA
Summary
Hardworking and motivated with 15 years of experience providing information about services and products to customers. Skilled in assessing customer needs, generating leads and handling customer complaints and concerns. Outstanding communicator offering strong phone etiquette and active listening skills. Solid history balancing team performance, customer service targets and business objectives.
Overview
11
11
years of professional experience
Work History
Insurance Consultant
Expresslane Insurance
10.2020 - 02.2022
- Greatly improved office operations by reducing backtracking of work through creation of material movement process.
- Worked closely with team members to deliver project requirements, develop solutions and meet deadlines.
- Onboarded and trained new employees.
- Facilitated orientation and training classes to communicate policies and procedures to new hires.
Insurance Agent
Kerry's Insurance
09.2018 - 10.2020
- Educated and counseled clients about insurance coverage differences and results of decisions to persuasively sell maximum coverage within budget.
- Communicated with clients by phone and email to answer questions and offer services.
- Increased revenue by applying in-depth policy knowledge and persuasive communication skills to complete sales.
- Operated in fast-paced and driven sales environment.
Personal Banker
Wells Fargo
10.2016 - 08.2018
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions.
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
Regional Operations Manager
Premier Insurance Services - Lancaster Lic. # 0e77904
04.2011 - 07.2016
- Visited approximately 3 locations weekly to ensure each location as fully functional and operating effectively.
- Recruited and trained employees to enable adherence to common standards and procedures.
- Supported and planned various effective marketing and sales strategies.
Education
High School Diploma -
Desert Sands Charter High School
Lancaster, CA06.2005
Skills
- Customer follow-up
- Fluent in Spanish
- Critical thinking
- Problem-solving abilities
- Inbound and Outbound Calling
- Adaptive team player
- Conflict resolution
- Friendly, positive attitude
- Team management
Timeline
Insurance Consultant
Expresslane Insurance
10.2020 - 02.2022
Insurance Agent
Kerry's Insurance
09.2018 - 10.2020
Personal Banker
Wells Fargo
10.2016 - 08.2018
Regional Operations Manager
Premier Insurance Services - Lancaster Lic. # 0e77904
04.2011 - 07.2016
High School Diploma -
Desert Sands Charter High School
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