Joel "Jay" Vallone
Tustin,CA
Summary
Overview
12
12
years of professional experience
1
1
Certification
Work History
Licensed Sales Agent
Bamboo Insurance
06.2023 - Current
- Quote and sell insurance policies
- Consistently meet and exceed sales targets set by management
- Increase client satisfaction by providing personalized insurance recommendations based on individual needs, generating referrals and repeat bushiness
- Attended continuing education courses and workshops to gain additional insurance industry knowledge
- Maintain up-to-date knowledge of industry trends, products, and regulations to provide accurate advice to clients
- Troubleshooting and problem-solving
Licensed Insurance Producer
Allstate Insurance Co
10.2012 - 10.2022
- Quoted and sold insurance policies
- Account Management & customer retention
- Collaborated with coworkers to increase sales
- Performed administrative and office tasks, such as maintaining records and billing
Education
Associate of Arts - Liberal Arts And General Studies
Saddleback College
Mission Viejo, CA2023
Skills
- Excellent verbal and writing skills
- Solution-oriented
- Resourceful
- Operational Efficiency
- Insurance product expertise
- Commercially aware
Certification
- Licensed Personal-Lines Agent (CA)
Timeline
Licensed Sales Agent
Bamboo Insurance
06.2023 - Current
Licensed Insurance Producer
Allstate Insurance Co
10.2012 - 10.2022
Associate of Arts - Liberal Arts And General Studies
Saddleback College
- Licensed Personal-Lines Agent (CA)
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