Joseph Laird
San Marcos
Summary
Detail-oriented insurance agent skilled in policy evaluation, risk assessment, and customer relationship management. Proven ability to enhance client understanding and ensure compliance with industry regulations. Many years of serving and bartending experience at multiple high end restaurants.
Overview
6
6
years of professional experience
3
3
Certifications
Work History
Insurance Agent
Unitrust Financial Group
San Diego
01.2024 - Current
- Advised clients on insurance coverage options and policy details.
- Processed applications and managed client records using agency software.
- Conducted policy reviews to ensure compliance with industry regulations.
- Collaborated with underwriters to assess risk and determine premiums.
- Educated customers on the importance of maintaining adequate insurance coverage.
Server
Hyatt Corporation
Oceanside
10.2023 - Current
- Delivered food and beverages promptly to ensure guest satisfaction.
- Managed multiple tables efficiently while maintaining attention to detail.
- Performed opening and closing duties such as setting up the dining area, restocking supplies.
- Took orders from customers accurately and in a timely manner.
Sales Associate
Mercedez Benz
Escondido
09.2023 - 02.2024
- Assisted customers in selecting vehicles that matched their preferences.
- Demonstrated vehicle features and benefits to enhance customer understanding.
- Processed sales transactions accurately using dealership software systems.
- Engaged with customers to build rapport and foster lasting relationships.
Server
Amalfi Cucina Italiana
San Marcos
01.2020 - 08.2023
- Provided exceptional customer service in a fast-paced Italian restaurant.
- Managed multiple tables efficiently while maintaining attention to detail.
- Resolved guest inquiries and concerns with professionalism and care.
- Took orders from customers accurately and in a timely manner.
- Provided exceptional service to high volume of daily customers.
Education
High School Diploma -
San Marcos Highschool
San Marcos, CA06-2020
Skills
- Market analysis
- Insurance underwriting
- Policy evaluation
- Risk assessment
- Claims processing
- Customer relationship management
- Team collaboration
- Safe food handling
- Menu memorization
Certification
HIS Sales License
References
References available upon request.
Timeline
Insurance Agent
Unitrust Financial Group
01.2024 - Current
Server
Hyatt Corporation
10.2023 - Current
Sales Associate
Mercedez Benz
09.2023 - 02.2024
Server
Amalfi Cucina Italiana
01.2020 - 08.2023
High School Diploma -
San Marcos Highschool