Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

ARTURO VILLAGRANA

Chino Hills

Summary

In the last 20 years, I have been blessed with the opportunity to help Own, Co-Own, Develop and Manage two very successful small businesses in my tenure. Our current ownership of a local insurance agency has afforded me the opportunity to help families like yours and mine protect the loved ones that they work so hard for, along with the assets that they have acquired over time. Our goal as an insurance agency is to be there for our local communities in the best of times and in the worst of times and we currently help protect and serve well over 5000 families here in Souther California. As a Co-owner of Cal T Trucking, we had to learn and demonstrate an extensive expertise in navigating the complexities of the trucking industry. This journey has fostered continuous growth and learning, resulting in a profound understanding of industry dynamics and effective resource maximization, all while successfully managing over 500 team members under one roof and maintaining a strong commitment to community in all aspects of the operation - 361 days a year, 7 days a week, 24/7.

Overview

25
25
years of professional experience
1
1
Certification

Work History

Insurance Broker

Arturo Villagrana Insurance Agency
04.2022 - Current
  • Customer Relationship Management: Build and maintain strong relationships with clients through personalized service and follow-up.
  • Needs Assessment: Conduct needs-based reviews with customers to understand their needs and recommend suitable insurance and financial products.
  • Product Sales: Market and sell various State Farm products, including auto, home, life, and health insurance, as well as financial services.
  • Customer Education: Explain insurance options, coverage details, potential discounts, and how to navigate the claims process to clients.


Operational & Administrative Responsibilities

  • Lead Development: Generate new business opportunities by identifying potential clients and developing leads.
  • Marketing & Goal Setting: Work with the agency to establish and meet marketing objectives and goals.
  • Scheduling & Record Keeping: Schedule appointments and maintain accurate records of customer interactions and policy details.
  • Claims Assistance: Assist clients with filing claims, tracking their status, and resolving any issues that arise.


Professional Development & Compliance

  • Continuous Learning: Stay up-to-date with the latest market trends, State Farm product offerings, and best practices in the insurance and financial services industry.
  • Business Management: Adapt skills necessary to operate a business, as agents are independent contractors responsible for their office's success.

Operator, Operations and Finance Manager

Cal T Trucking Inc
06.2000 - 04.2022
  • Daily responsibilities included everything from operating the diesel truck daily.
  • Responsible to recruit – interview and hire new Class A drivers.
  • Responsible for training my drivers to make sure we are always operating safe on the road and being successful behind the wheel
  • Make sure that all routes and invoices for routes were reconciled and paid out in a timely manner
  • Execute payroll for my drivers
  • I make sure to implement and enforce company policy
  • I manage all USDOT Policy and State Audits
  • Worked hand in hand with company accountant to make sure that all permits, taxes and IRS payments were fulfilled on time to avoid any interruption in FMCSA rules and regulations and helped secure future contracts and lanes/loads with other vendors/suppliers to help continue company growth and profitability.

Education

Bachelor of Science - Finance

California State Polytechnic University, Pomona
Pomona, CA
05-2005

High School Diploma -

Bassett High School
La Puente, Ca
06-1997

Skills

  • Bilingual communication
  • Team building
  • Financial oversight
  • Business administration
  • Strategic business planning
  • Marketing Implementation
  • Communication Skills
  • Networking

Certification

  • PROPERTY - CASUALTY - LIFE LICENSED
  • CLASS A LICENSE
  • DOT CERTIFIED

Timeline

Insurance Broker

Arturo Villagrana Insurance Agency
04.2022 - Current

Operator, Operations and Finance Manager

Cal T Trucking Inc
06.2000 - 04.2022

Bachelor of Science - Finance

California State Polytechnic University, Pomona

High School Diploma -

Bassett High School
ARTURO VILLAGRANA