Julio Elias Palacios
Chula Vista, CA *****
acvtin@r.postjobfree.com
SUMMARY OF QUALIFICATIONS
Experienced maintenance supervisor and customer service specialist with excellent oral and written communication skills. Recognized for strong analytical and problem solving skills. Proactive and able to work well under pressure, both independently and as a part of a team. Areas of expertise include:
Bilingual (English/Spanish)
Sales
Product Presentation
Professional Phone Etiquette
Accurate Data Entry
Adherence to Policies & Procedures
PROFESSIONAL EXPERIENCE
INSURENEX INSURANCE SERVICES, Van Nuys, California 2014-2015
Insurenex is a private insurance company that provides services to both private and commercial customers for various Auto and Commercial insurance plans.
Customer Service Associate
Collected necessary documentation from customers to create new leads
Verified information and accuracy of policies
Met the clients needs by adding additional insurance coverage to existing policies
Provided the customers with timely and periodic status updates on their policies and payments
Assisted with scheduling client meetings with the sales personnel
Managed a report pipeline consisting of 100 leads at any given time
Tracked the progress of new leads and completed sales
Provided great phone customer service to potential and existing clients
Identified potential high-risk activities while assessing clients’ profiles for specific policies
ESSEX PROPERTY TRUST, Anaheim, California 2009-2014
Essex Property Trust is a management corporation that owns multifamily luxury apartments throughout Northern and Southern California. Rated as the top apartment management company for building and services in 2013.
Maintenance Supervisor/Customer Service Representative
Managed the maintenance staff for a 250 unit apartment complex
Monitored and audited employee performance to ensure compliance with company policies
Prepared the annual and emergency maintenance budgets
Scheduled work orders and provided clients with timely maintenance appointments
Ensured accurate client request forms and maintenance work finalization documentation
Followed up with clients regarding services rendered with the use of surveys to ensure client satisfaction
Responded to all after hours emergency maintenance calls
Recipient of the “Supervisor of the Year” award: 2012 and 2013
JULIO ELIAS PALACIOS PAGE 2
BANK OF AMERICA, Buena Park, California 2008-2009
Bank of America is a multinational banking and financial servicing corporation headquartered in Charlotte, North Carolina with influence nationally and globally.
Teller/Personal Banker
Provided excellent customer service for banking clients
Received cash and checks and posted entries into the correct accounts
Managed balancing duties akin to currency, coins and checks
Ensured that customers’ loan information was processed and maintained appropriately
Sorted, filed and recorded deposit slips
Provided information to clients regarding bank services
Resolved discrepancies in accounts
Ensured that the cash drawer was balanced and maintained at all times
Cross sold bank products
Performed end of the day recap of money and bank slips
Took advantage of sales opportunities to attract new customers
EDUCATION
CERRITOS COLLEGE, Norwalk, California 2008-2009
Continued higher education
EVANS COMMUNITY ADULT SCHOOL, Los Angeles, California 2000-2002
General Education Diploma
Completion of the English as a Second Language Program
UNIVO, El Salvador 1997-1999
Associates Degree in Architectural Design
SOFTWARE
Amazon Web Services – business application tools
BaseCamp – cloud management application
DocuSign – digital transaction management tool
Microsoft Office365 including Excel, Outlook, PowerPoint, and Word
Vertafore’s Pipeline Manager – sales management software