Bind and manage various lines of insurance policies, including auto, home, watercraft, and umbrella.
Proactively generate leads and convert them into new business opportunities, consistently meeting or exceeding sales goals.
Answer inbound calls to provide exceptional customer service, address inquiries, and identify opportunities for new business.
Make policy adjustments to meet the evolving needs of policyholders, ensuring satisfaction and compliance with underwriting guidelines.
Upsell and recommend relevant insurance products based on a thorough understanding of member needs and preferences.
Onboard new members and create new insurance policies to expand the client base.
Assist the customer service center during peak times to minimize wait times and maintain a high level of member satisfaction.
Stay current on product updates, changes in insurance policies, and underwriting guidelines to ensure accuracy and compliance.
Package and upload policy documents to the company SharePoint for record-keeping and efficient access.
Provide tech support to the office team, troubleshooting issues and ensuring smooth operations.
Sales Associate
Carter's Inc
10.2020 - 01.2021
Initiated process of setting up new customer base accounts
Gained experience in managing inventory through adding, updating and maintaining inventory
Collaborated cross-functionally with delivery operations to efficiently manage delivery schedules
Demonstrated strong customer service skills in person and over the phone
Emphasized in problem-solving, multi-tasking, team work and leadership
Maintained good working relationships and cooperated actively with other team members
Provide customer service by greeting and assisting customers, and responding to customer inquiries and complaints
Managing the entire stockroom
Emphasized in problem-solving, multi-tasking, team work and leadership
Assign employees to specific duties
Stock Supervisor
Express
11.2005 - 05.2016
Hire, train, and evaluate personnel in sales or marketing establishments, promoting or firing workers when appropriate
Perform work activities of subordinates, such as cleaning and organizing shelves and displays and selling merchandise
Establish and implement policies, goals, objectives, and procedures for their department
Examine merchandise to ensure that it is correctly priced and displayed and that it functions as advertised
Examine merchandise to ensure that it is correctly priced and displayed and that it functions as advertised
Reconciliation of cash and data entry on a daily basis
Plan and prepare work schedules and keep records of employees' work schedules and time cards
Review inventory and sales records to prepare reports for management and budget departments
Plan and coordinate advertising campaigns and sales promotions, and prepare merchandise displays and advertising copy
Retail Assistant Store Manager
Ulta Salon And Cosmetics
12.2006 - 08.2008
Interview, Hire, train, and evaluate personnel
Establishments, promoting or firing workers when appropriate
Selling merchandise
Customer Service
Supervise the work of office, administrative, or customer service employees to ensure adherence to quality standards, deadlines, and proper procedures, correcting errors or problems
Discuss job performance problems with employees to identify causes and issues and to work on resolving problems
Review records or reports pertaining to activities such as production, payroll, or shipping to verify details, monitor work activities, or evaluate performance
Develop or update procedures, policies, or standards
Make recommendations to management concerning such issues as staffing decisions or procedural changes
Consult with managers or other personnel to resolve problems in areas such as equipment performance, output quality, or work schedules
Education
Bachelor of Arts - Psychology
Cal State University Fullerton
08.2018
Associate of Arts - Psychology
Mt. San Antonio College
05.2015
Associate of Arts - Liberal Arts AA: Social and Behavioral Science
Mt. San Antonio College
05.2015
Skills
Windows
Windows Word
Excel
Power Point
SPSS
10 Key Touch
58 Wpm
Certification
Property and Casualty Licenses
Timeline
Insurance Sales Agent
Automobile Club of Southern California
07.2021 - Current
Sales Associate
Carter's Inc
10.2020 - 01.2021
Retail Assistant Store Manager
Ulta Salon And Cosmetics
12.2006 - 08.2008
Stock Supervisor
Express
11.2005 - 05.2016
Associate of Arts - Psychology
Mt. San Antonio College
Associate of Arts - Liberal Arts AA: Social and Behavioral Science
Accounts Payable Administrative Assistant at Automobile Club of Southern CaliforniaAccounts Payable Administrative Assistant at Automobile Club of Southern California
Host/Busser, Service Partner, Trainer, Server, Safety Liaison, Bartender, Marketing Coordinator at Islands Fine Burgers and DrinksHost/Busser, Service Partner, Trainer, Server, Safety Liaison, Bartender, Marketing Coordinator at Islands Fine Burgers and Drinks