Licensed Insurance Producer - Globe Life/American Income Life - Walnut Creek, CA
(2025-01 - 2025-12)
- Identified gaps in existing coverage and recommended additional services to meet customer needs.
- Provided policy reviews and suggested additions or other changes.
- Attended training courses and workshops to gain additional industry knowledge.
- Established trust with clients through transparent communication regarding policy costs, coverages, exclusions, limitations, endorsements or riders available upon request.
- Calculated quotes and educated potential clients on insurance options.
Customer Service Representative - Conduent Business Services - San Francisco, CA
(2019-02 - 2024-09)
- Demonstrated excellent communication skills, both verbal and written, in order to effectively interact with customers.
- Resolved customer complaints with empathy and understanding.
- Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
- Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
- Noted all customer interactions in Vector to maintain accuracy, track requests, and operation service requests.
Operations Assistant - Naser Distributors - San Jose, CA
(2010-06 - 2018-09)
- Managed day-to-day business operations with effective workflow coordination.
- Solved problems timely and effectively, ensuring customer satisfaction.
- Assisted operations manager with planning of routine operations and at special projects.
- Monitored and updated inventory levels and maintained accurate records of inventory and stock movements.
- Managed all accounts receivable duties, invoicing and researching the accuracy of all chargebacks and issuing credits.
- Keyholder. Responsible for putting together and transporting daily deposits averaging $250k.
Timeshare Sales Representative - Wyndham Destinations - San Francisco, CA
(2002-02 - 2009-01)
- Conducted sales presentations to prospects with interest in vacation ownership, averaged 12% closing.
- Maintained consistent presence and awareness on sales floor to assist closing managers.
- Served client needs while generating referral leads.
- Awards recognition for superior sales performance, at corporate, regional and local sales levels.
- Engaged with customers to promptly and effectively build rapport and lasting relationships.
- Retained excellent client satisfaction ratings through outstanding service delivery.
