Overview
Work History
Education
Skills
Certification
Timeline
Generic

Joel "Jay" Vallone

Tustin,CA

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, CA
2023

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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Joel "Jay" Vallone