Customer Service Sales

Cenia Diaz

***** ******* **. #***

Van Nuys, Ca *1406

818-***-**** or *********@*****.***

SKILLS

• Able to communicate effectively and an exceptional listener, bilingual in English and

Spanish

• Computer L i terate, advanced in M icrosoft office (Outlook, Word, Excel, and

PowerPoint)

• Focuses on goals by effectively managing t ime to finish tasks and projects

• Is able to built relationships to create new business and a pleasant environment

EDUCAT ION

• B.S. in Business Administration Management

M ay 2011

• Accident and Health L icense, Life-only license, Property and Casualty License

R ELEVANT EXPER IENCE

Agent

6/3/2013-

Rivadeneira Insurance Brokers

• Sales/New Business for health and life, and property (auto, home, business) and

casualty (workers compensation)

• Totally- Focus on customer service including helping with claims, payments,

endorsements, and any concerns the client may have

• Marketing and building relationships- ordering materials, sending postcards and

letters to clients, attending webinars and network marketing events and planning

s trategies for prospecting and new business

• Research (what is the best policy for client?) and Data Ent ry (filing, forms, using

FSC and Quote)

Sales Agent

3/18/2013-6/3/2013

Adriana’s Insurance

• Sales/ New Business for Property Insurance (auto, home, and business)

• Customer Services in making payments, endorsements, and concerns clients may

have

• Research and Data Ent ry (filing, forms, and FSC and Quotes)

Associate

PHP Agency

09/25/2009-3/18/2013

• Financial analysis and budget planning to help clients find the best policy for their

needs in insurance (life and health) or debt management or retirement planning

• Managing new submit ted business- focus on meeting all of the requirements and

f il ters to get the business submitted fast (from forms and clients physical

examinations)

• Ongoing communication with clients, agents, and insurance providers

• Managing new agents and teaching them how to market, fill out applications

• Marketing: designing new strategies for prospecting and new business

E XPER IENCE

Bookkeeper

10/2011 – 07/2012

Ralphs

• Managing cash revenues from registers and self-checkout machines around $50,000

f rom counting, reporting to their system and bank depositing

• Balancing previous desk money and registers and planning the daily t ills for the

next day

• Daily accountabili ty of Miscellaneous I tems, like daily physical count of stamps,

lottery, Western Union, and promotion t ickets to see how much inventory sold and

was in the store

• Customer Service- answering questions and concerns, providing the best service

Personal Assistant

10/2008 – 11/2009

Drs. Fallon and Drs. Li t Office

• Managing the aspects of the optometry office- making or confi rming calls, helping

clients with the forms, and keeping t rack of their shopping packages

• General office task such as filing, sending postcards and billing letters

• Inventory count of contact lenses and glasses

• Accounting- reconciling Invoices from the lenses/glasses/frames providers

Contact this candidate