Proficient insurance agent with a history of achieving 10% above sales goals at AAA Auto Club Enterprises. Specializes in client relationship management and negotiation, delivering outstanding customer support. Skilled in using Microsoft Office tools to boost efficiency and build robust client relationships.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Insurance Agent
AAA Auto Club Enterprises
Costa Mesa
05.2025 - Current
Analyzed client needs and recommended appropriate coverage options to ensure comprehensive protection
Prospected and generated leads through various channels such as referrals, networking events, and cold calling
Built strong relationships with clients by delivering exceptional customer service and promptly addressing their inquiries or concerns
Educated clients on the features, benefits, and exclusions of different insurance policies to help them make informed decisions
Participated in ongoing training programs to stay up-to-date on industry trends, product knowledge, and regulatory changes affecting the insurance market
Collection Agent
Aaron's
Inglewood
10.2021 - 04.2025
Submitting claims
Field visit
Collection calls
Administrative filing
Mailing letters on delinquent accounts
Collecting on delinquent accounts
Skip Trace
Negotiation payment plans
Outbound calling
Cross selling
CSR - Customer Service Representative
Check Into Cash
Torrance
10.2017 - 09.2021
Collections calls
Title loans
Payday loans
Installments
Customer services
Courtesy calls
Cleaning bank runs
Financial Service Collection Agent
OneUnited Bank
Compton
02.2014 - 07.2017
Worked as a financial services collection in a call center environment
Collecting payment on pass due payments
Closing delinquent accounts
Making outbound calls
Promoted twice for great customer satisfaction
10% above average on sale goals
Customer Service Specialist
Target
Culver City
10.2013 - 01.2014
Handling customer complaints
Training cashier
Returns
Operating cash register
Overrides
Receptionist
Department Manager
Wal-Mart Supercenter
Baldwin Park
10.2009 - 10.2012
Customer Service
Managing a team of 4
Providing excellent and friendly customer service
Keeping department area in order
Daily sales reports
Assigning employees to work duty
Customer Care Agent
Cingular wireless
Los Angeles
11.2006 - 04.2009
Worked as a full-time customer service rep in a high volume call center
Customer retention for my regular was 38% above company average
Received 99% customer survey results
Speed on calls was 10% above company average
Education
Social Work -
Long Beach City College
Los Angeles, CA
11.2025
Diploma - High school diploma or GED
Poly High School
Long Beach, CA
01.2006
Skills
Customer support
Microsoft Office
Phone etiquette
Mobile devices
Organizational skills
Cross-functional team leadership
Manual handling
Banking
Call center
Cash handling
Computer skills
Adept at complaint resolution
Financial services
Collection management
Microsoft Outlook
ach
Customer service
Communication skills
CSR
Microsoft Excel
Microsoft PowerPoint
Strong interpersonal abilities
Debits and credits
Math
Word processing
Working with people with disabilities
Strong leadership
Basic math
Customer care
Microsoft Word
Call center experience
Accounting and finance experience
Month-end close
Outbound calling
Negotiation
Client relationship management
Certification
CPR, Present
Driver's License, Present
CPR/First Aid, Present
Additional Information - Abilities
Greet the customers that are entering the store, making sure they can find what they need okay. Guiding them to the location of the supplies they are looking for.
Receive payment by cash, check, credit cards, vouchers, or automatic debits. Issue receipts, refunds, credits, or change due to customers.
Answering any questions they may have about the product they are looking for and want to purchase.
Confer with customers by telephone or in person to provide information about products or services, take or enter orders, cancel accounts, or obtain details of complaints.
Converse with customers to make sure their visit is pleasant, ask them if they need any help looking for a specific product they have in mind, they can't seem to find.
Let the customer know about upcoming products, and see if they would like to try them.