Josie Diaz

Highly skilled and motivated professional with hands-on experience in providing quality clerical support through data entry, email correspondence, and overseeing daily office activities. Proficient at answering phone calls, composing marketing presentations, administering documents, delivering top-notch customer service, resolving complaints, and handling confidential information/data. Adept at developing and maintaining detailed administrative and procedural processes that reduce redundancy, improve accuracy and efficiency and achieve organizational objectives.

Expert in delivering quality clerical support by efficiently handling wide range of routine and special requirements. Possess exceptional communication, interpersonal, negotiation, and relationship-building skills; capacity to work both in-office and remotely.

Office Technician - Orange County District Attorney's Office - Westminster

(2022-01 - 2022-12)

At the Pretrial and Arraignment desk, I maintained a daily calendar for Deputy District Attorney's ensuring all files are updated and present when needed.

• Filing, preparing case files for upcoming court appearances.

Preneed Counselor - Catholic Cemeteries & Mortuaries | Archdiocese, LA

(2014-02 - 2020-09)

• Explain features, advantages and disadvantages of various policies sale of insurance plans.
• Delivered exceptional level of service to each customer by listening to concerns and answering questions.
• Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
• Exceeded corporate quotas for monthly policy sales by selling $100K+ in cemetery property and funeral plans.
• Customized existing insurance programs to suit individual client needs by analyzing specific requirements.

Preneed Counselor - Stewart Enterprise | All Souls Cemetery & Mortuary - Long Beach

(2014-02 - 2020-04)

• Cultivated new business by offering presentations on financial well-being to individuals and groups on term and whole life insurance.
• Calculate premiums and establish payment methods.
• Upsold additional products and services after identifying customer needs and requirements.
• Built strong professional relationships with clients through active listening and excellent internal personal skills.

Volunteer HIV Testing Counselor - AHF Aids Healthcare Foundation - LA

(2012-01 - 2013-08)

• Performed HIV Testing and maintained knowledge of community services and resources available to patients.
• Engage in outreach within the community