Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Stephanie Diaz

Stephanie Diaz

2779 N G St

Summary

Diligent insurance producer with 2 years of experience in organizing and managing documentation to enhance operational efficiency. Proficient in insurance sales and customer service, with strong communication skills and bilingual capabilities. Holds Property & Casualty and Life & Health licenses, committed to delivering exceptional service and support in both remote and in-person settings. Authorized to work in the US for any employer.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Life Insurance Agent

Family First Life
09.2023 - 03.2025
  • Sales
  • Developed and maintained strong relationships with existing clients, providing exceptional customer service and addressing their insurance needs
  • Analyzed client's current insurance coverage to identify gaps or areas for improvement, resulting in increased policy upgrades
  • Collaborated with underwriters to negotiate favorable terms and conditions for clients' insurance policies
  • Prepared accurate quotes and proposals for clients based on their specific insurance requirements
  • Educated clients on different types of insurance products available to meet their individual needs and risk profiles
  • Managed a high volume of leads through effective lead generation strategies such as referrals, online marketing campaigns, and targeted mailings
  • Utilized CRM software to track client interactions, manage pipeline activities, and generate reports on sales performance metrics
  • Reviewed policy documents thoroughly before presenting them to the client ensuring accuracy of information provided

Office Assistant

Emtek Products
12.2018 - 08.2023
  • Collaborated with team members to facilitate returns quickly and provide outstanding customer service.
  • Documented returned product details in Oracle inventory tracking system.
  • Provided excellent communication skills when interacting with customers regarding their returns inquiries or issues.
  • Maintained confidentiality in handling sensitive information while performing administrative tasks.
  • Expedited document processing with accurate data entry and timely filing.
  • Input data into spreadsheets and databases.

Education

High School Diploma -

Baldwin Park High School
Baldwin Park
02-2010

Skills

  • Sales
  • Bilingual
  • Problem solving
  • Customer service
  • Microsoft Office
  • Insurance sales
  • Communication skills
  • Negotiation tactics
  • Client education

Certification

  • Property & Casualty License March 2025 to Present
  • Life & Health Insurance License September 2023 to Present

Timeline

Life Insurance Agent

Family First Life
09.2023 - 03.2025

Office Assistant

Emtek Products
12.2018 - 08.2023

High School Diploma -

Baldwin Park High School

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Stephanie Diaz