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Carrier Objective

License Insurance professional with extensive experience in sales, prospecting and lead generation. Seeks a position offering new challenges and opportunities for career growth and advancement.

Personable and professional communicator with fluency in Spanish.

Skills
  • Superior Customer Service
  • Verbal Communication
  • Fluent in Spanish and English
  • Sales
  • Multi-task
  • Self-motivated



  • Work History
    Business Consultant May 2018 - Current
    NXGEN Payment Services Boise, ID
    • Leading to a singular solution that allows any business to take credit card payments in person, online, and over the phone.
    • Tailored Payments Solutions for any Business with excellent customer service.
    Insurance Agent Jan 2018 - Feb 2019
    Seguros Del Potosi, LLC Rupert, ID
    • Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
    • Approached potential clients by utilizing direct marketing techniques, including mailings and phone contacts.
    • Built relationships with clients to provide excellent service.
    • Maintained high standards of customer service by building relationships with clients.
    Business Owner - Operator Retail Stores Oct 2009 - Feb 2019
    Cell Cell Cell, Inc Rupert, ID
    • Stayed on top of current market trends to determine optimal pricing of goods and service to capitalize on emerging opportunities.
    • Conducted target market research to scope out industry competition and identify advantageous trends.
    • Oversaw business budget planning and administration, accounting functions, purchasing and bi-weekly payroll to handle financial needs.
    Sales Executive Nov 2017 - May 2018
    Spoton San Francisco, CA
    • Built strong client relationships, providing Superior Customer Service.
    • Identified and qualified customer needs, developed sales strategies.
    • Introducing New Products
    • Client Retention
    Independent Insurance Agent Oct 2015 - Aug 2017
    TAG The Ahbe Group Insurance Services Burley , ID
    • Created sales with superior customer service, explaining policies options
    On-Call Qualified Spanish Medical Interpreter Apr 2011 - Jul 2017
    Morales Dimmick Translation Service, Inc Twin Falls, Burley, ID
    • Facilitate communication between patients and physicians
    Insurance Agent-Reserve Sep 2014 - Sep 2015
    Farmers Insurance Burley, ID
    Business Owner-Operator Retail Stores Apr 2006 - Nov 2014
    B2P, LLC Burley, Rupert, Twin Falls, Jerome, Buhl , ID
    On-Call Spanish/English Legal Interpreter Mar 2000 - Jan 2010
    Minidoka and Cassia Counties Rupert, Burley, ID
    Small Business Owner/Operator Apr 2006 - Jul 2009
    Livincare Service Coordination Agency Buley, ID
    Radio Producer/Voice Talent Spanish May 1998 - May 2000
    Lee Family Broadcasting Rupert, ID
    Spanish Medical Interpreter Independent Contractor Jun 1996 - Jun 1998
    Idaho Department Of Health And Wellfare Region 5 Twin Falls, Idaho
    Certifications

    Idaho Department of Insurance

    Resident Producer License

    Casualty, Disability(Health), Life, Property

    Resident Bail Agent License

    Idaho Supreme Court

    Pre-Licensing Studies for Court Interpreters

    Qualified Spanish Medical-Legal Interpreter
    Real Estate Pre-License Module 1 and Module 2

    Education
    Associate of Applied Science: Visual Arts Current-Student
    College Of Southern Idaho Twin Falls, Idaho
    Additional Information

    Mexico Work History

    *Mashlo de Mexico, S.A. 1

    Service provider for the Government of the State of San Luis Potosí, Mexico

    *San Luis Potosí Department of Tourism San Luis Potosí Mexico 1

    Event Coordinator 

    *Banco del Centro, S.A de C.V.1 /1

    Banking Operations / Banking and Administrative Operations Instructor / Auditor

    *Universidad de San Luis Potosí, Mexico 1

    Instructor

    *Warner Bros Mexico Division 1

    Promotion and Special Events Manager

    Mexico Certifications

    Banco del Centro, S.A. de C.V.

    *Instructor for Adults, Banking Accounting and Systems

    This resume is created in 7 minutes.
    Professional Summary

    Versatile and experienced office professional available immediately for interview seeking to secure a position in another industry. Extensive background in customer service, sales, and administrative tasks.

    Skills
    • Superior organization ability
    • Sales experience
    • Excellent communication skills
    • Type 35-40 wpm
    • Strong work ethic
    • Accurate and detailed
    • Exceptional discernment ability
    • Time management
    • MS Office
    • Salesforce knowledge
    • AS/400
    • Professional phone etiquette
    • Excellent planner and coordinator
    • Customer service-oriented
    • Multi-line phone proficiency
    • Math aptitude
    Work History
    Nov 2018 - Current Insurance Account Representative State Farm - Hernando, MS
    • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. 
    • Establish customer relationships and follow up with customers as needed.
    • Work with the Agent to establish and meet marketing goals. 
    • Administrative tasks such as answer phones, computer use, faxing, scanning, creating, maintaining and securing files for underwriting review. 
    • Cash handling and balancing with processing other forms of payment. 
    Jun 2000 - Sep 2018 Insurance Sales Agent National General Insurance (formerly Direct Auto Insurance) - Southaven , Mississippi
    • Sell property, casualty, life, and additional types of insurance products. 
    • Calculate premiums and establish payment method.
    • Call on policy holders to deliver and explain policy.
    • Analyze and suggest additions or changes to current coverage.
    • Seek out new clients and develop clientele by marketing and networking in the community.
    • Work with Management on implementing local events to effectively promote our individual business unit.
    • Understand, promote, and remain current on company underwriting guidelines.
    • Follow strict privacy laws regarding customer information and documents.
    • Attend meetings and webinars designed to increase my knowledge of new products, services, and skills.
    • Administrative tasks such as, answering phones, typing, maintaining records, filing, scanning, faxing, and use of computer for data entry.
    • Assist with the training of newly hired agents and customer service reps.
    • Cash handling and balancing, along with processing other forms of payment.
    • Develop and maintain exceptional client relations and provide customer service.
    • Order supplies, run errands, and keep all common office areas clean and organized.
    Jun 1997 - Jun 2000 Front Desk Agent / Manager Sleep Inn - Horn Lake, Mississippi
    • Greeted and welcomed all hotel guests.
    • Verified that personal and payment information on guest accounts was accurate and complete.
    • Reviewed account information and charges with guests during check-out.
    • Resolved service-related problems in a timely manner.
    • Delivered messages, mail, and packages left for guests and hotel facilities.
    • Created weekly schedules and assisted with the training of other Front Desk Agents.
    • Would step in to accommodate guests in the breakfast bar area when there was not an attendant available.
    • Use of computer on a daily basis to create reservations, run reports, and process forms of payment.
    Jun 1992 - Jan 1997 Retail Sales Assistant Loose Ends - Memphis, Tennessee
    • Responded to customer questions and requests in a prompt and efficient manner.
    • Prioritized helping customers over completing other routine tasks in the store.
    • Engaged with customers in a sincere and friendly manner.
    • Completed all cleaning, stocking, and organizing tasks in assigned sales area.
    • Recommended merchandise to customers based on their needs and preferences.
    • Cash handling and balancing with use of cash register.
    Education
    1994 High School Diploma Wooddale High School | Memphis, Tennessee
    Certifications
    Property & Casualty, Life, Health, and Accident producer license. State of Mississippi, Tennessee, and Arkansas. June 2000 - Present
    This resume is created in 7 minutes.
    Professional Summary

    Licensed insurance professional with extensive customer service, sales and prospecting experience. Seeks a position offering new challenges and opportunities. Experience in the insurance industry would cross over to help other industries thrive.

    Skills
    • Proactive team player
    • Computer-savvy
    • MS Office
    • Driven
    • Results-oriented
    • Warm and cold leads development
    • Property insurance
    • Underwriting knowledge
    • Home and recreational insurance sales
    • Policy coverage expert
    • Endorsed enhancements
    • Sales Force knowledge
    • Life and health insurance products
    Work History
    April 2011-Current Personal Lines Producer | Gallatin Insurance Agency | Belgrade, Mt
    • Calculated premiums and established payment methods for sales.
    • Identified and solicited sales prospects in agency databases.
    • Evaluated leads obtained through direct referrals, lead databases and cold calling.
    • Finalized sales and collected necessary deposits.
    • Collected all premiums on or before effective date of coverage.
    • Negotiated new and renewal production goals with business development manager.
    • Contributed ideas and offered constructive feedback at weekly sales and training meetings.
    • Calculated quotes and educated potential clients on insurance options.
    • Followed up with customers on unresolved issues.
    • Reported policy changes and company conditions affecting customer satisfaction.
    • Analyzed sales volume, retention and loss ratio trends to identify areas for improvement.
    November 2007-September 2010 Office Manager / Producer | Allstate Marie Gary Agency | Belgrade, Montana

    Managed all aspects of an Allstate satellite location which required the opening of the office and conducting all duties during the normal business day. That included new business sales, service on existing client policies, claims service, marketing strategies to drive new business and uphold Allstate agency standards.

    June 1992-Current Senior Health Insurance Agent | Self | Bozeman, Mt Offered Medicare Supplement and other Senior Health insurance products through direct one to one sales. Most leads obtained through cold calling. The position ended full time in 2010. I currently offer Medicare Supplement and other Senior Health products on a referral basis part time.
    Education
    High School Diploma Minot High School, Minot ND
    Minot State University, Minot, ND
    This resume is created in 7 minutes.
    Professional Summary
    A growth-oriented company that offers challenging responsibilities and the potential for advancement.
    Skills
    Maintain public relations.

    Certified in DOT drug screening.

    Learned to work on multiple projects under highly pressured situations.

    Experience with ISAT.

     

    Strong sense of ethics.

     

    Demonstrate effective problem solving skills in a quick and creative manner.

    Work History
    Insurance Agent, 01/2017 to 2017
    Aflac Regional Office Beaumont, TX
    • Worked directly with business owners to achieve my goals .
    Med Tech, 07/2017 to Current
    Business Health Partners Beaumont, Texas
    Perform drug screens, PFT's, FIT tests, and bloodwork ordered by companies.
    Education
    May, 1990
    Port Neches-Groves High School -
    Port Arthur - Completed Basic Courses: Lamar University -
    Additional Information
    • General Lines License (Life, Accident, Health and HMO)
    This resume is created in 7 minutes.
    Professional Summary
    Service-oriented salesperson who delivers high quality customer service by accurately assessing client needs and recommending the most useful policies and products.
    Skills
    • Excellent customer service skills
    • POS systems
    • Goal-oriented
    • Staff training and development
    • Proactive team player
    • Premium financing
    • Prospecting
    • Driven
    • Talented salesperson
    • Warm and cold leads development
    • Results-oriented
    Work History
    06/2017 to Current
    License Insurance Agent American Income Life Insurance (Surace Smith) North Royalton, OH
    • Closed an average of 2-3 sales per week.
    • Calculated premiums and established payment method for sales (checks and EFT)
    • Met with policyholders to address concerns and adjust policies.
    • Met with existing prospective clients in their homes/businesses each week to select appropriate insurance products.
    • Modeled exceptional customer service skills and appropriate diagnostic sales technique.
    • Contributed ideas and offered constructive feedback at weekly sales and training meetings.
    2016 to 06/2017
    Sales Manager Palm Beach Tan Brunswick, OH
    • Greeted 200-300 customers in a timely fashion while quickly determining their needs.
    • Recommended appropriate merchandise to customers based on their needs and preferences.
    • Maintained knowledge of current sales and promotions, policies regarding payment and exchanges and security practices.
    • Completed all cleaning, stocking and organizing tasks for the store.
    • Scheduled and led weekly store meetings for all employees.
    • Hired, trained and evaluated personnel in sales and marketing.
    • Counted cash drawers and made bank deposits.
    • Interviewed job candidates and made staffing decisions.
    • Increased profits through effective sales training and troubleshooting profit loss areas.
    • Generated repeat business through exceptional customer service.
    Education
    2018
    Associate of Applied Science: Business Management
    Cuyahoga Community College Western Campus - Parma, OH
    Additional Information
    *References available upon request*
    This resume is created in 7 minutes.
    Professional Summary
    Newly licensed and eager to get a career started as an Adjuster. Quick to learn my surroundings and execute all task with perfection. Proficient at building positive relationships with new and existing customers by offering superior customer service
    Skills
    • Engaging personality
    • Thrives on fast paced environment
    • Attending multiple customers
    • Handling difficult customers
    • Highly reliable
    • Skilled trainer
    • Clear communication
    Work History
    Certified Trainer/ Bartender, 03/2011 to Current
    Olive Garden Italian Restaurant Baytown, TX
    • I train the new servers, bartenders and host
    • Teach standards of our restaurant
    • Routinely supported other areas of the restaurant as requested, including answering telephones and completing financial transactions for other staff members
    • Consistently offered professional, friendly and engaging service.
    Outside Sales, 11/2015 to 01/2016
    Houston Business Consulting Houston, TX
    • We focuses on face to face sales of T-Mobile contracts and phones via business and in home sales
    • Created sales contracts with on- and off- premise accounts
    • Consulted with clients after sales and contracts
    • Obtained and evaluated credit information about prospective customers
    Dietary, 02/2010 to 02/2011
    San Jacinto Methodist Hospital Baytown, TX
    Insurance agent, 11/2017 to Current
    Allstate Insurance: Brent Walters Baytown, TX
    Education
    High School Diploma: 2008
    Robert E. Lee High School - Baytown, TX
    License: Property and casualty, 2017
    Kaplan Professional Insurance & Securities School - Houston, TX
    This resume is created in 7 minutes.
    Summary
    Highly organized, motivated administrative healthcare professional equipped with a positive attitude and drive to succeed. Hardworking and conscientious with the capacity to manage time and plan ahead to reach superior results.
    Skills
    • Analyzes information
    • Completes insurance pre-certifications
    • Maintains Confidentiality
    • Manages work area
    • Office support functions
    • Confirms insurance eligibility
    • Filing accurate insurance claims
    • Follows insurance companies policies and procedures
      ​
      ​
    • Self-directed team player
    • Professional demeanor
    • Exemplary customer service
    • Computer proficiency
    • Communicates effectively
    • Accurate insurance data entry
    • Medical terminology
    • Follow-up authorizations with insurance carriers
    Professional Experience
    Greene Comprehensive Family Dentistry May 2017 to Current Insurance Agent / Customer Service Representative
    Ruckersville, VA
     
    Greeted incoming patients.
    Update and complete any needed paperwork.
    Served as central point of contact for all incoming patients.
    Processed paperwork for insurance verifications.
    Managed the receptionist area, including greeting visitors.
    Responsive to telephone and in-person requests for information.
    Maintained medical records in confidential manner.
    Prepared and handled doctors correspondence.
    Utilized electronic medical record system and other proprietary software.
    Perform general office duties.

    Objective
    I am seeking a full-time position suitable for my professional administrative healthcare experience within the University of Virginia Health System.