Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Joshua Maunu

Fontana,CA

Summary

Results-driven Insurance Specialist with 8 years of experience in providing exceptional client service and tailored insurance solutions. Proven track record of exceeding sales targets and fostering long term client relationships. Adept at leading teams and implementing strategic initiatives to drive business growth. Seeking a management role to leverage my expertise and contribute to the success of a dynamic organization.

Overview

16
16
years of professional experience
1
1
Certification

Work History

Insurance Specialist

Auto Club of Southern California
10.2017 - Current
  • Sold auto, home, and personal lines policies, delivered tailored coverage solutions to meet member needs while consistently achieving or exceeding sales and performance targets.
  • Processed applications, policy changes, and renewals accurately, ensuring compliance with underwriting guidelines and regulators requirements.
  • Provided exceptional service by resolving member inquires, conducting policy reviews, and identifying opportunities to enhance coverage and strengthen client relationships.

Personal Banker/Brokerage Associate

Wells Fargo Bank
06.2015 - 10.2017
  • Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
  • Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.

Business Banking Relationship Manager/Assistant Manager

Wells Fargo Bank
03.2013 - 06.2015
  • Built lasting relationships with clients by assessing finance needs and recommending customized banking, lending, and investment solutions to help achieve their goals
  • Increased cross-selling opportunities for additional bank products through consistent communication with clients.
  • Partnered with product specialists to develop and present customized financial solutions tailored to clients specific needs.

Personal Banker

Wells Fargo Bank
06.2009 - 03.2013
  • Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
  • Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
  • Improved customer satisfaction by providing personalized banking solutions and exceptional service.

Education

No Degree - Firefighting

Victor Valley College
Victorville, CA

High School Diploma -

Granite Hills H.S.
Apple Valley, CA

Skills

  • New client acquisition
  • Client relations
  • Customer service
  • Relationship building
  • Leadership
  • Effective Communication
  • Teamwork

Certification

  • Licensed in personal lines and life insurance
  • Held series 6, 63, and 66 securities licenses

Timeline

Insurance Specialist

Auto Club of Southern California
10.2017 - Current

Personal Banker/Brokerage Associate

Wells Fargo Bank
06.2015 - 10.2017

Business Banking Relationship Manager/Assistant Manager

Wells Fargo Bank
03.2013 - 06.2015

Personal Banker

Wells Fargo Bank
06.2009 - 03.2013

No Degree - Firefighting

Victor Valley College

High School Diploma -

Granite Hills H.S.

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Joshua Maunu