Trained new administrative staff on office procedures and software applications to streamline onboarding process.
Legal Assistant
The Capital Law Firm
04.2022 - 03.2023
Drafted legal documents and correspondence, ensuring compliance with court requirements.
Managed case files and maintained organized records for efficient retrieval and tracking.
Assisted attorneys in trial preparation by compiling evidence and conducting legal research.
Coordinated schedules for client meetings, depositions, and court appearances to optimize workflow.
Reviewed incoming documents and filings for accuracy, ensuring timely submission to relevant parties.
Insurance Agent/Office Manager
Bests California Insurance
04.2018 - 01.2023
Responded to customer inquiries and resolved complaints and/or forwarded them to the appropriate department for a solution. Calculate premiums and establish payment methods. Communicated with policyholders to deliver and explain/analyze insurance programs and suggest additions or changes, to beneficiaries.. Customized insurance premiums to suit individual customers, often covering a variety of risks. Developed marketing strategies, to compete with other individuals or companies who, sell insurance. Managed and protected the reputation of the company. Maintained strong clientele relationship with customers. Oversaw all Office positions so that the office would function correctly on a day to day basis. Email company owner on Monthly sales figures trajectories.
Insurance Agent
Same Day Insurance
06.2020 - 01.2021
Helped Promote and sell insurance products and services to new customers and make any changes to existing insurance premiums. Emailed, printed, and faxed over important Insurance documents to our ever so growing client base. Maintaining Payment records and invoices using Microsoft spread sheets and excel. Typing up insurance policies or making changes to existing premiums
Telemarketing
Indoor Air Quality Inc
04.2013 - 09.2013
Contact possible customers and inform them of Product/services the company offers. Pursue clientele in a professional matter and keep them up to date with company services and products. Work with upper management to make sure our clients receive product/services on time and with 100% customer satisfaction. Making appointments for our service team and updating them with any info that can help them on the job.
Receptionist/Secretary
Julio’s auto Upholstery
09.2009 - 12.2011
Arranging customer appointments and informing the client of productivity and services. Answering incoming calls setting appointments, filing customer orders and entering data on computer based systems. Supporting and working alongside management to better company services/productivity for 100% customer satisfaction.
Education
High School Diploma -
Benjamin Franklin, Senior High School
Personal Lines #2082110 - Insurance
Mike Russ
Skills
Multi-task
Quick learner
Committed to completing a task
Computer Literate
Reliable and Prompt
Bilingual (Spanish/English)
MS Suite
Intermediate book keeping
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
Interests
I enjoy helping others and giving back to the community
Gardening
Exploring famous landmarks, historical sites, and cultural attractions in a new destination
Watching Movies and TV Shows
Outdoor Recreation
Gym Workouts
Timeline
Office Administrative Assistant
Professional Technicians Heating & Air Conditioning
Registered Nurse: Post Anesthesia Care Unit (PACU) at CHI St. Vincent InfirmaryRegistered Nurse: Post Anesthesia Care Unit (PACU) at CHI St. Vincent Infirmary