Experienced professional specializing in insurance sales and banking. Recognized for precision in transaction management and effective client consultation. Skills in risk assessment drive improvements in operational processes.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Insurance Sales Representative
State Farm
Albuquerque
03.2024 - Current
Tailored insurance policy options to meet individual client needs.
Ensured accurate and efficient completion of daily operational duties.
Delivered exceptional customer service through in-person and phone interactions.
Bank Teller
Wells Fargo & Company
Albuquerque
12.2016 - 02.2024
Processed customer transactions with accuracy and efficiency at leading financial institution.
Managed cash drawer operations, balancing daily transactions to ensure accuracy.
Trained newly hired top talent to occupy critical roles and enhance productivity.
Merchandise & Customer Associate
Sears Roebuck
Farmington
12.2012 - 07.2016
Managed inventory levels and restocked shelves to ensure product availability.
Monitored store displays and signage for compliance with brand standards.
Addressed customer inquiries regarding product features, pricing options, and availability.
Education
Associate of Applied Science - Integrated Studies
Central New Mexico Community College
Albuquerque, NM
04-2021
Skills
Policy customization
Risk assessment
Client consultation
Claims processing
Sales forecasting
Customer relationship management
Certification
Property & Casualty Licenses September 2024-June 2026
Insurance Customer Service Specialist at Brian Moore State Farm & Brent Holman State FarmInsurance Customer Service Specialist at Brian Moore State Farm & Brent Holman State Farm