Summary
Overview
Work History
Education
Skills
Certification
Languages
Interests
Timeline
Generic

Marilyn Montalvo

Sunnyvale

Summary

Dynamic licensed insurance agent with expertise in client account management and customer service. At Yama Ebrat State Farm Agency, reduced client attrition by proactively addressing issues. Skilled in upselling and new client acquisition, consistently exceeding sales targets. Known for professionalism and ethics, fostering strong client relationships and enhancing satisfaction.


Overview

4
4
years of professional experience
1
1
Certification

Work History

Account Associate

Yama Ebrat State Farm Agency
05.2025 - Current
  • Supported account management activities by maintaining accurate client records and documentation.
  • Assisted in processing customer inquiries and resolving issues efficiently.
  • Collaborated with team members to ensure timely delivery of services and client satisfaction.
  • Learned and utilized CRM software to track interactions and manage account information.
  • Developed strong relationships with clients through consistent communication and proactive problem solving.
  • Conducted competitive analysis research to stay informed about competitor offerings and strategized accordingly.
  • Reduced client attrition by proactively addressing potential issues and providing exceptional service.

Server

Cheesecake Factory Inc
06.2021 - 12.2024
  • Adapted quickly to changing priorities during busy service periods, maintaining composure under pressure.
  • Maintained a clean and orderly dining area for an enjoyable guest experience.
  • Assisted in training new hires, providing guidance on restaurant standards and best practices.
  • Supported colleagues during peak hours, fostering a collaborative work environment that enhanced overall productivity levels.
  • Increased sales with upselling techniques and thorough knowledge of menu items, specials, and promotions.
  • Boosted repeat customer rates, remembered regular guests' preferences and greeted them by name.

Server/Bartender Trainer

Marriott
08.2023 - 09.2024
  • Provided exceptional customer service, ensuring a positive dining experience for all guests.
  • Assisted in maintaining cleanliness and organization of dining area and serving stations.
  • Collaborated with kitchen staff to ensure timely and accurate food delivery to tables.
  • Adapted quickly to menu changes and special requests from customers.
  • Handled cash transactions efficiently, balancing registers at end of shifts.
  • Supported training of new staff on restaurant policies and service standards.
  • Worked with POS system to place orders, manage bills, and handle complimentary items.

Education

Associate of Science - Accounting

San Jose State University
San Jose, CA
05-2026

Skills

  • Licensed insurance agent
  • Customer service
  • Professionalism and ethics
  • Quotes and sales
  • Customer follow-up
  • Auto insurance
  • Life insurance
  • New client acquisition
  • Upselling
  • Client account management

Certification

  • Licensed Personal Lines Property & Casualty
  • Licensed Life

Languages

Spanish
Professional Working

Interests

  • Backpacking and Hiking
  • Dancing
  • Music
  • Outdoor Recreation
  • Camping

Timeline

Account Associate

Yama Ebrat State Farm Agency
05.2025 - Current

Server/Bartender Trainer

Marriott
08.2023 - 09.2024

Server

Cheesecake Factory Inc
06.2021 - 12.2024

Associate of Science - Accounting

San Jose State University

Similar Profiles

CREATE PROFILE
Marilyn Montalvo