Motivated professional with a newly earned Property and Casualty (P & C) Insurance License. Knowledgeable in auto, homeowners, and liability coverages. Strong customer service and communication skills with a detail-oriented approach. Seeking an entry-level role in insurance sales, customer support, or agency operations.
Overview
23
23
years of professional experience
Work History
Home Support Services
Department Of Public Social Services
Glendale, CA
07.2014 - 10.2024
Working directly with medical professionals, handling sensitive client situations with professionalism and empathy.
Delivered personalized, high-quality client support by actively listening to individual needs, assessing situations, and resolving issues promptly to achieve positive outcomes.
Maintained accurate records of client services and financial documentation.
Coordinated scheduling, tracked appointments, and monitored service-related expenses.
communicated effectively with medical offices and service providers regarding billing and documentation.
Maintained confidential files in compliance with privacy standards.
Operations Manager
T @ A Construction
Glendale, CA
03.2006 - 07.2014
Conducted extensive cold calling and prospecting to generate new business leads.
Managed full-cycle customer relationships, addressing policy inquires, processing payments, adjustments, cancellations, and reinstatements to maximize retention and satisfaction.
Processed deposits, managed invoices, and ensured accurate record keeping for business accounts.
Oversaw purchasing and vendor relationships while maintaining accurate financial records to ensure seamless client service.
Streamlined documentation and administrative processes to support efficient sales operations.
Assistant Real Estate Operations
Marcus & Millichap Real Estate Investment Services Inc.
Encino, CA
10.2001 - 03.2006
Delivered exceptional client service by promptly answering inbound calls, addressing transaction inquiries, and resolving issues to boost customer satisfaction and retention.
Prospected new clients through outbound marketing initiatives, including the distribution of fliers.
Coordinated escrow documentation and tracked transaction timelines to ensuring accuracy, compliance, and smooth closings.
Built and maintained strong client relationships through professional communication and proactive support on documentation and transaction status.
Assisted in property valuations by analyzing comparable sales and market data, supporting business development.
Education
Property And Casualty License, California -
Producer License Dept. of Insurance Issued: (4550780)
06-2026
Bachelor of Arts - Business Administration
Cal State University Northridge
Northridge, CA
06-2000
Skills
Customer Service
Problem Solving
Flexible and adaptable
Multitasking
Attention to detail
Exceptional verbal and written communication
Microsoft Word, Excel, Powerpoint
Timeline
Home Support Services
Department Of Public Social Services
07.2014 - 10.2024
Operations Manager
T @ A Construction
03.2006 - 07.2014
Assistant Real Estate Operations
Marcus & Millichap Real Estate Investment Services Inc.
10.2001 - 03.2006
Property And Casualty License, California -
Producer License Dept. of Insurance Issued: (4550780)
Director of In Home Family Support Services at Mountain Empire Older CitizensDirector of In Home Family Support Services at Mountain Empire Older Citizens