Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Briana Solis

Los Angeles

Summary

Goal-oriented professional effective at dealing with individuals during stressful and confusing situations to address benefits needs and navigate agency structures. Practiced at working with regulatory limits and department standards to handle requirements via email, letter, telephone calls and in person. Offering several-year background generating new business by selling various insurance plans.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Insurance Agent

Freeway Insurance
Long Beach
02.2025 - 05.2025
  • Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
  • Explained insurance terms and conditions to clients clearly and effectively.
  • Processed policy applications and renewals using company software systems.
  • Maintained accurate client records and updated information in the database.

Tax Preparer

Terry's tax services
Bellflower
08.2016 - 07.2023
  • Prepared individual and business tax returns accurately and efficiently.
  • Maintained organized records of client information and tax filings for audits.
  • Updated knowledge on current tax regulations to provide informed advice to clients.
  • Scheduled appointments and managed client communications in a professional manner.
  • Maintained accurate records of all client transactions and filings.
  • Filed electronically through approved software programs.
  • Assisted customers with any questions they had about their taxes or filing status.

Education

High School Diploma -

Usc Magnet High School
Los Angeles, CA
05-2015

Skills

  • Customer service
  • Policy processing
  • Document preparation
  • Insurance knowledge
  • Policy renewals
  • Auto insurance

Certification

  • insurance license 03/05/2025

Timeline

Insurance Agent

Freeway Insurance
02.2025 - 05.2025

Tax Preparer

Terry's tax services
08.2016 - 07.2023

High School Diploma -

Usc Magnet High School

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Briana Solis