Lydia Dees
San Bernardino
Summary
Results-driven professional skilled in team training and development within customer service and sales environments. Experienced in enhancing performance through effective coaching and organizational strategies, supporting business objectives and driving team success.
Overview
20
20
years of professional experience
Work History
Big Dees Pasta LLC
Business Owner
Rialto
06.2025 - Current
- Purchasing goods and services
- Prioritized scheduling and organized tasks to efficiently service goals
- Provided excellent service and attention to customers when face-to-face or through phone conversations.
Domestic Engineer
Self
Rialto
08.2021 - 06.2025
- Purchasing, invoicing and organizing goods
- Inbound and outbound calls and balancing budgets
- Culinary and Janitorial projects
Insurance Sales Agent
The Automobile Club of So California
Rancho Cucamonga
11.2014 - 08.2021
- Responded to inquiries and explained product features and service advantages to potential customers.
- Upsold additional products to enhance coverage for policyholders and attract potential clients.
- Increased sales through consultative approach and relationship building with new and existing policyholders, fostering loyalty and trust.
- Rewrote and reinstated insurance policies, following underwriting and business rules.
- Interviewed prospective clients to gather information on financial needs and discuss existing coverage.
- Offered policy guidance and management to promote asset protection.
- Attended insurance workshops to enhance knowledge of industry standards and practices.
- Exceeded assigned sales and retention targets each quarter by upselling insurance products.
- Exceeded company sales goals for new policies.
- Explained coverage options to potential policyholders, answering questions or concerns.
- Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
- Sought out new clients and developed clientele by networking to find new customers.
- Monitored clients' insurance coverages to ensure changing needs are met.
- Contacted underwriters and submitted forms to obtain binder coverage.
- Remained current on the latest industry trends by gaining comprehensive knowledge of financial and insurance products, services and best practices.
- Conducted in-home and group presentations to clarify policy guidelines and demonstrate benefits, enhancing client understanding and satisfaction.
Travel Agent
The Automobile Club of SoCal
Upland
05.2006 - 11.2014
- Handled travel arrangements for groups, couples, executives and special needs clients.
- Developed customized travel itineraries, adjusting details to align with client specifications and preferences.
- Researched hotels and airfare options to best meet client needs and expectations.
- Resolved client inquiries and complaints regarding travel arrangements, ensuring timely and effective solutions to enhance customer satisfaction.
- Responded immediately to clients' questions, issues, and complaints and found effective solutions.
- Built and maintained a loyal clientele by leveraging listening and research skills to align travel options with client budgets and needs.
- Communicated security issues and protocols to clients traveling to unstable countries or locations.
Education
Some College (No Degree) - Marine Biology
El Camino College
Torrance, CASkills
- Customer Service
- Carrier Relations
- Team Training and Development
- Insurance Sales Strategy
Timeline
Big Dees Pasta LLC
Business Owner
06.2025 - Current
Domestic Engineer
Self
08.2021 - 06.2025
Insurance Sales Agent
The Automobile Club of So California
11.2014 - 08.2021
Travel Agent
The Automobile Club of SoCal
05.2006 - 11.2014
Some College (No Degree) - Marine Biology
El Camino College