Customer Service Sales

***** ******* *** ****.,

Tujunga, CA *****

818-***-**** Home/

818-***-**** Cell

*************@*****.***

Richard Calderon

Qualifications Summary

Accounting

. Ability to prepare routine administrative paperwork

. Handled processing of Accounts payables and Accounts receivables

. Created Inventory, productivity, sales and various reports as

requested

. Responsible for processing payroll

. Handled customer billing questions and resolved issues

. Responsible for collections 90 days and over

. Managed office and supervised five employees

. Perform other job related duties as assigned.

Customer Service

. Developed Insurance quotes, make sales presentations, and close sales

. Calculated premiums and established payment methods for sales

. Evaluated leads obtained through direct referrals, lead databases and

cold calling

. Finalized sales and collected necessary deposits

. Evaluated the accuracy and quality of data entered into the agency

management system

. Met with prospective customers and business owners in their homes,

businesses and other settings

. Addressed customers inquiries including; coverage policy changes,

transfers, claim submissions,

billing clarification

. Conducted reviews from time to time on existing policies to update

information.

. Tracked the progress of all outstanding insurance claims

. Analyzed sales volume, retention and loss ratio trends to identify

areas for improvement

. Followed up with customers on unresolved issues

Employment

Paramount Exclusive Insurance

11/2014 - Present

Sr. Agent

State Farm Insurance Company 07/02/12

- 10/2014

Agent Member

TK Productions 01/2008

- 08/2009

Assistant to Controller/Owner

State Farm Insurance Company

11/2007 - 01/2008

Agent Trainee

Active Adjusters 02/2005

- 11/2007

Accounts Receivables Clerk

Turnkey Productions

02/2004 - 02/2005

Accounts Receivables Representative

Fidelity Financial Services

11/1989 - 09/1995

Office Manager

Education & Licenses Skills

East Los Angeles College QuickBooks

Online (Certified),

Glendale Community College Excel,

MS Word, Outlook,

Life and Health, Property and Casualty License

Typing, 10 key, Customer Service, Spanish

Contact this candidate