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Customer Service Insurance Broker

Location:
Victorville, CA
Posted:
November 27, 2023

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Resume:

Evangelia Gonzales

Victorville Ca, *****

760-***-****

ad1hoc@r.postjobfree.com

Objective

To obtain a career that allows me to develop skills and gain more experience. I’m seeking a long-term opportunity to allow me to grow with the right company. I'm a sincere, loyal and dedicated individual who has a great deal of ambition. Although I have extensive experience in the insurance industry, I love to learn and I'm always up for a challenge. I get along well with others, while also working efficiently on my own. I am seeking a position where I can develop and excel while giving my best to an employe r.

Professional Experience

August 2020-August 2023 CDK Global/Salty, Insurance Broker Remote

● Sold auto, Homeowner’s, renters etc. to new customers, and upgraded policies for established customers

● Explained coverage options to the customers, using a self-made presentation that became company standard

● Monitored insurance claims to ensure they were settled equitably for both client and insurer

● Customize Insurance programs to suit individual customers, often covering a variety of risks

● Complaint handling and resolution

● Self-motivated

● Licensed in most states

● Very familiar with being remote and being self managed January 2014-August 2020] AIMS Insurance, Insurance Broker

● Issued policies for Auto insurance, homeowners,renters, motorcycle, rv, etc. Insurance

● Dealt with over 150 carriers and underwriting guidelines

● Produced at 5000 in fees per month not including premiums

● Highly motivated in the sales department

● Complaint handling and resolution

● Self-motivated

● Managed 2 Offices in the High Desert

January 2013-January 2014] Sprint, Sales Associate Victorville CA

● Customer service Technician

● Made sure quota was made by selling Phones, Spc, and internet

● Always Making sure that our customers our are #1 priority

● Always Making sure our Surveys are at 100% at all times

● Merchandiser, Planogram, setting up new devices, sales, etc.

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Aug 2009-Jan 2013] ZipTax, LLC, Tax Preparer Costa Mesa CA

● Prepared Tax returns for our client’s previous tax years.

● Prepared various tax returns: LLC, 940, 941 multiple states, S Corp and partnership.

● Prepared 433 and multiple state forms.

● Handled hundreds of cases every month

● Multi-task and speak with the clients along with getting our work completed.

● Helped our clients with the IRS and State issues January 2007- September 2010] Liberty Tax Service's, Tax Preparer Victorville CA

● Prepared over 600 tax returns

● Developed my skill doing S Corp returns, LLC, 940 and 941’s

● Received PTIN along with my CTEC license

Aug 2006-2011] Mail Max Postal, Customer Service Manager Victorville CA

● USPS, FEDEX, and UPS delivery drop off and pick up duties

● Certified Conflict Resolution and Mediation

● Developed a reputation for quality of work and timely completion of projects

● Train and monitor new hires in daily front desk processes and operations

● Performed administrative and customer service work in multiple departments including operations, sales and customer call center

Education

Academy for Academic Excellence Victorville, CA

High school Diploma,

Some college at Victor Valley College

References

Irene Paiz Liberty Tax Manager 760-***-****

Angel Zunich Friend 760-***-****

Accreditations

Personal Broker License In CA

Non-resident Personal lines in- Alabama, Kentucky, Ohio Alaska, Louisiana, Oklahoma, Maine, Oregon

Arkansas, Maryland, Pennsylvania,

Massachusetts

California, Rhode Island

Colorado, Minnesota, South Carolina

Connecticut, Mississippi, South Dakota

Delaware, Missouri,District of Columbia, Montana, Texas Nebraska, Georgia, Utah

New Hampshire, Vermont

Hawaii, New Jersey, Virginia

Idaho, New Mexico,

Illinois, New York, Washington

Indiana, North Carolina, West Virginia

Iowa, North Dakota, Wisconsin

Microsoft efficient

Salesforce efficient

Very familiar with most CRM



Contact this candidate