Insurance Agent

Objectives

My goal is to become associated with a company where I can utilize my knowledge and experience while enhancing the company productivity and gain further advancement opportunities.

Experience

Wells Fargo (Personal Banker) Certified with NMLS April 2014-Current

Open accounts & meet customer financial needs.

Submitted credit, loan, auto refinance applications,

Took leadership, problem solving to any existing issue to ensure customer satisfaction.

Cross-sale bank products and services.

In charge of ordering supplies & kept up with management duties depending on situation.

Baja Auto Insurance (Insurance Agent) Feb2013-Current

Took customers payments for their monthly premium on a daily basis.

Handled electronic transactions, fax, emails, updated office file system daily.

Sold Auto, Homeowner’s, Renters and Motorcycle Insurance.

Marketing, Sales (Cross Sale).

Calculated insurance premium to best fit client’s financial status.

Explained in detail clients new coverage’s whether it was Auto, Homeowners, Renter’s or Motorcycle Insurance.

Church’s Chicken (Cashier) March2010-Jan 2011

In charged of opening and closing store.

Maintained a great communication with faculty members.

Notified Kitchen Personnel of shortages and special orders.

Took initiative to find extra tasks when scheduled duties were completed.

Looked for a chance to “up-sell” additional products.

Ensure correct food handling and procedures were followed.

Church’s Chicken (Cashier) March2008-September 2008.

Handled cash and Electronic Transactions.

Attend customers in a pleasant and efficient manner.

Ensure my surrounding as well as the restrooms were constantly cleaned to ensure customer maximum satisfaction.

Make sure all orders were served correctly.

Took drive-through orders and make sure condiments and utensils were placed in the bag.

Education

Jefferson Davis High School, Houston, Texas

oGraduated June 4, 2011

References

Jessica Garcia 832-***-****

Laura Miller 832-***-****

Sloan Lopez 713-***-****

Richard Marquez 832-***-****

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