Nabeel Vakil

Prospect new clients, generate quotes, and market Property & Casualty (P&C), life, and financial products, cultivating new business opportunities and client relationships. Process policy changes, respond to inbound service requests, and conduct coverage reviews to identify gaps and ensure adequate protection, while achieving individual sales, cross-selling, and retention benchmarks. Educate clients on insurance products and coverage options, tailoring guidance to individual risk profiles and financial objectives to recommend appropriate insurance solutions.

Agency Producer - Farmers Insurance - Cheryl Hart-Munoz Agency - Murrieta, CA

(2026-07)

• Prospect new clients, generate quotes, and market Property & Casualty (P&C), life, and financial products, cultivating new business opportunities and client relationships.
• Process policy changes, respond to inbound service requests, and conduct coverage reviews to identify gaps and ensure adequate protection, while achieving individual sales, cross-selling, and retention benchmarks.
• Educate clients on insurance products and coverage options, tailoring guidance to individual risk profiles and financial objectives to recommend appropriate insurance solutions.
• Maintain consistent follow-up with prospects and existing customers to support development and retention, delivering an excellent customer experience at every point of contact.
• Expand foundational knowledge of sales techniques and agency operations, collaborating with and receiving ongoing coaching from leadership while growing relevant skills and experience for potential future agency ownership.

Technical Solutions Engineer (TSE) - Epic Systems - Verona, WI

(2025-09 - 2026-06)

• Act as the dedicated application contact for 13 healthcare organizations, managing issues, projects, and continuous support across Research Informatics products: Research (clinical study workflows and participant management), Cosmos (deidentified patient data analysis, clinical integrations, and data science tooling), and Genomics (variant data infrastructure, genetic lab result interfaces, and clinical decision support including pharmacogenomic alerts and genomic indicators). Completed all six-
• Investigate and resolve complex software and data issues through application code-level and interface-level analysis, leveraging internal troubleshooting frameworks and working alongside cross-functional R&D and application teams to determine root causes, develop technical solutions, and deliver fixes in production environments.
• Apply SQL to query and validate clinical and analytics databases, Microsoft Excel and Epic’s data science tools for data analysis and trend reporting, and the Microsoft 365 suite for documentation, presentations, and customer deliverables, enabling effective analysis with clear and efficient communication.
• Build trusted relationships with customer IT and analyst teams through regular touchpoints and structured check-in calls, adapting technical guidance to each organization's governance, staffing, and operational priorities, while proactively surfacing feature adoption barriers and escalating risks.
• Advance optimization efforts by assessing upgrade-driven feature opportunities including functionality rollouts, clinical integration activations, and workflow enhancements, steering organizations through adoption aligned with institutional goals. Facilitate customer-facing webinars on upgrade preparedness and analytics and reporting tools to promote awareness of emerging capabilities.
• Serve as a recognized subject matter expert within Research Informatics TSE workgroups, driving documentation standards, contributing to process improvement efforts, and supporting peer knowledge development.

Custodial Supervisor - UCSB Housing, Dining, & Auxiliary Enterprises - Santa Barbara, CA

(2024-09 - 2025-06)

• Supervised and trained other custodians to uphold cleanliness, safety, and sanitation standards across a high-traffic dining area.
• Oversaw daily custodial operations, including floor care, dish room upkeep, and waste management, ensuring compliance with health and safety protocols.
• Coordinated task assignments and refined workflows to improve efficiency, quality, and timely completion of cleaning cycles.
• Partnered with culinary and operations staff to sustain organized, hygienic environments that supported seamless food service operations.

Residential Dining Student Assistant - UCSB Housing, Dining, & Auxiliary Enterprises - Santa Barbara, CA

(2022-10 - 2025-06)

• Coordinated meal service for thousands of students daily, maintaining operational efficiency and food safety compliance.
• Collaborated with students, chefs, and supervisors to streamline service processes and reduce wait times.
• Applied data-informed approaches to scheduling and task management, enhancing staff productivity.
• Chosen to onboard and train new hires, demonstrating leadership, teamwork, and a commitment to continuous improvement.

Cashier and Team Member - Burger King - Temecula and Murrieta, CA

(2020-10 - 2021-09)

• Delivered high-quality customer service while multitasking and balancing priorities, strengthening communication and problem-solving skills.
• Maintained accurate cash handling and deposit procedures, ensuring financial accountability and operational integrity.
• Streamlined daily operations and organization in a fast-paced, team-driven environment, improving efficiency and cooperation.
• Mentored and trained new team members, demonstrating leadership, reliability, and the ability to collaborate toward shared goals.

Courtesy Clerk - Vons Grocery Store - Menifee, CA

(2021-08 - 2021-09)

• Supported high-volume retail operations by efficiently organizing and bagging customer purchases, optimizing checkout flow.
• Maintained accuracy and speed in handling transactions and logistics tasks, contributing to strong daily sales performance.
• Upheld cleanliness and safety standards across the store and parking areas, improving overall customer experience and compliance.
• Recognized by management for reliability and attention to operational detail in a fast-paced team environment.

Warehouse Associate - Amazon Fulfillment Center - Moreno Valley, CA

(2021-06 - 2021-07)

• Managed high-volume order fulfillment operations, processing and scanning hundreds of packages daily with a focus on speed and accuracy.
• Applied data-driven problem-solving to identify bottlenecks and streamline packaging and inventory placement processes.
• Consistently exceeded quality, proficiency, and efficiency benchmarks, earning recognition from supervisors.
• Collaborated in cross-functional teams to enhance operational throughput, demonstrating adaptability and performance under tight deadlines.

Bachelor of Science - Financial Mathematics and Statistics - University of California - Santa Barbara (2025-06)

Bachelor of Arts - Economics - University of California - Santa Barbara (2025-06)