Goal-driven insurance broker excited to leverage persuasive communication abilities, strong closing skills and several years' of experience to exciting new role. Successful at taking advantage of sales opportunities and enabling office growth.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Insurance Broker
LG Cortez Insurance agency
Tustin
01.2025 - 11.2025
Developed insurance proposals for commercial clients using industry-specific software.
Assisted clients with policy renewals and coverage adjustments during consultations.
Conducted market research to identify competitive insurance products and pricing strategies.
Maintained accurate client records and documentation in compliance with regulations.
Built strong relationships with clients to foster trust and encourage long-term partnerships.
Made appointments with potential clients to discuss products.
Monitored clients' insurance coverages to ensure changing needs were met.
Auto Insurance broker
Freeway Insurance Agency
Los Angeles
04.2023 - 03.2024
Consulted clients to assess insurance needs and recommend appropriate coverage options.
Processed policy applications and managed documentation for timely approvals.
Educated clients on policy features, terms, and conditions for informed decisions.
Processed payments and handle money.
Processed new policy applications and updated existing policy documents.
Developed strong relationships with clients by providing exceptional customer service.
Responded to queries, solved, or referred problems and followed up with clients to increase satisfaction.
Facilitated payment processing for premium payments and renewals.
Utilized CRM software to document customer interactions, feedback, and resolutions.
Host/Cocktail Waitress/Bartender
El Patron Cantina
Los Angeles
05.2022 - 01.2023
Greeted guests warmly upon arrival to ensure a welcoming atmosphere.
Managed reservation system to optimize seating arrangements and flow.
Assisted servers by communicating guest needs and special requests.
Busted tables presented menu, seated customers and assist with drinks
Clean tables and floors of area, ensuring that customer enjoyed a pleasant hygienic experience.
Perform additional duties as directed by management
Take orders from customers for food or beverages
Maintained cleanliness and organization of bar area and equipment.
Processed cash and card transactions accurately during busy shifts.
Collaborated with kitchen staff to ensure timely food and drink service.
Resolved customer complaints quickly to enhance satisfaction levels.
Greeted customers and provided excellent customer service.
Prepared cocktails from bar recipes and served wine, draft and bottled beer.
Stocked ice bins and coolers as needed throughout shift.
Kept track of bar tabs and transferred open tabs to dining area for wait staff.
Cleansed glasses with sanitizing solution after each use.
Effectively multitasked within fast-paced environment.
Made friendly conversation with customers to provide enjoyable bar experience.
Remained calm and poised during busy periods, promoting great customer service to guests.
Described drink flavors and taste profiles to customers to help with ordering decisions.
Front Desk Receptionist
Delillo Chevrolet
Huntington Beach
05.2022 - 08.2022
Greeted customers warmly upon arrival at the dealership.
Managed phone calls and directed inquiries to appropriate departments.
Scheduled service appointments using the dealership's scheduling system.
Check messages for unavailable staff
Work cooperatively with the sales team
Communicate with colors and visitors in a professional, friendly and efficient manner
Type memos correspondence reports and other documents as well road checks and invoice on CDK and cut checks to mail out.
Insurance Agent
State Farm
Huntington Park
06.2019 - 01.2022
Assisted clients in selecting suitable insurance policies based on individual needs.
Educated clients about coverage options and policy features effectively.
Processed policy applications and ensured compliance with company guidelines.
Provide prompt accurate and friendly customer service responding to inquiries regarding insurance availability, eligibility, coverages policy changes transfers claims submissions, and billing clarification.
Answer telephone and respond to income calls and or emails in a timely matter.
Highly motivated with the ability to work with little direct supervision, great teamwork skills, and a positive attitude
Customer relations develop and maintain customer relationships by responding to our customers request within 24 hours performing customer follow up activities and resolving customer issues in a timely matter
Proven track record of accurately, maintaining detailed record generating report, meeting and multitasking within fast paced atmosphere.
Warehouse Worker
Great American packaging
Los Angeles
11.2018 - 05.2019
Responsible for maintaining assigned equipment, clean and in good working order
Expected to keep all work area, clean in orderly
Perform packing process for each order
Ensure accurately of picking process carefully checking orders for proper item and quality
Take shipping stage area in a clean and orderly manner
Expected to do all possible to minimize downtime and material losses
Receptionist
Gang Alternatives Program
Lynwood
05.2017 - 10.2017
Maintain the front desk and reception area, and I need an organized fashion
Answered multiline phone
Performed vaccine and coping operations
Took messages for unavailable staff
Worked in myLA311 system, which involve uploading data regarding graffiti size and uploading pictures of it and address
Provided executive level management with supplies and assist as requested
Matte logbook, including sign in/outlaws front decks, expenditures and call received