SONIA I. MARTINEZ

Seal Beach, CA *****

Mobile: 714-***-****

ad1voc@r.postjobfree.com

SUMMARY OF QUALIFICATIONS

A results-oriented professional with excellent qualifications in GENERAL OFFICE, CUSTOMER SERVICE, SALES/MARKETING, TRAINING, PUBLIC RELATIONS and MANAGEMENT. Command excellent verbal and written communication skills. Interface effectively with individuals from diverse backgrounds and professional disciplines. Resolve complex issues with tact and diplomacy. Utilize exemplary time management and operations skills to coordinate all stages of multiple projects simultaneously. Always present a positive and professional company image. Key Strengths Include:

Detail-oriented and precise, with superior recordkeeping specialty and demonstrated financial skills.

Strong background managing large books of business for insurance brokerages and contractors.

Adept at supporting all levels of employees, from entry-level to executives.

Customer-focused, with the ability to build and maintain long-term client and vendor relationships.

Leadership abilities, with experience training, managing and coaching staff. Areas of Expertise Include:

Prospecting Networking Cross-Selling Conflict Resolution Sales Strategies Product Promotions Sales Presentations Multi-Task Prioritizing Account Management Planning/Strategizing Lead Generation Timely Follow-Up Relationship Building High Client Retention Generating Referrals Soliciting Sales Resources Operations Liaison Record Keeping Financial Acumen In-depth Product Knowledge Inside/Outside Sales Time Management Plan Development Meeting Production Goals PROFESSIONAL EXPERIENCE

Customer Service / Sales / Dispatch Executive LA & Malibu Limousine - Culver City, CA Managed multiple responsibilities for this high-volume limousine service that operates on a 24/7/365-basis. Received incoming calls. Assessed client needs, and presented options and quotes. Contacted potential clients from Internet leads. Marketed the company’s services to prospective clients in the entertainment industry, as well as to customers seeking airport transportation and party buses for up to 50 passengers. (2023)

Operations / Dispatch - Completed daily reviews of all orders and vehicle/driver availability. Notified the in-house mechanic of any vehicles needing repairs. Handled all event planning and inventory duties.

Billing - Completed billing for corporate accounts. Set up new accounts with credit cards.

Customer Service - Utilized knowledge of client preferences to meet specific customer needs. Also managed special bookings for clients flying on private aircraft. Achieved high client satisfaction and repeat/referral business.

Sales / Customer Service Farmers Insurance / Coutosyannopoulos - Westminster, CA Provided a wide range of support at this broker office that sold both personal and commercial lines of insurance, including auto, home, renters, and umbrella mortgage insurance. (2022)

Personal - Conducted outside prospecting to former clients. Upsold existing clients on new products and services. Gathered all data, photos, and required information to set up new accounts and contracts.

Commercial Lines - Sold workers’ compensation and business lines to small businesses, restaurants, and hair salons. Updated accounts with new employee information.

Customer Service - Performed all aspects of servicing existing accounts. Referred clients to the corporate claims department as needed.

Continued . . .

SONIA I. MARTINEZ Page 2

PROFESSIONAL EXPERIENCE (Continued)

Sales / Customer Service / Account Manager Agape Insurance - Anaheim, CA Sold all personal lines on behalf of this brokerage that represented Safeco, Mercury, Progressive, Infinity, Berkshire Hathaway, and California Fair Plan. Marketed homeowners’ insurance services to realtors. (2021)

Responded to a high volume of inbound calls from radio ads and outbound marketing.

Notified existing clients on renewals. Reviewed dormant accounts and re-activated business. Account Manager Alandale Insurance - Los Alamitos, CA Serviced existing clients while generating new business from customers throughout California. Represented multiple insurance carriers. Cross-sold lines to existing clients. Developed quotes and closed sales. Handled underwriting and risk assessment duties. Managed all financial aspects for book of business. (2018 to 2020)

Addressed and resolved any service and billing concerns. Refunded money or adjusted bills as appropriate. Procured and processed orders, cancelled accounts, and obtained complaint details as required.

Achieved an outstanding retention rate on renewals. Office Manager / Executive Assistant Crown Fence - Santa Fe Springs, CA Oversaw all office activities for this contractor that serviced major clients including the Disneyland Resort, the Rose Bowl, and Caltrans. Managed multiple concurrent responsibilities. Met with vendors, suppliers and customers to assess needs and direct them to appropriate department heads. (2015 to 2018)

HR - Maintained employee records for a staff of up to 150. On-boarded and oriented new staff. Coordinated physicals and drug tests with outside medical providers.

Sales Support - Assisted outside sales representatives and estimators. Managed cell phone accounts. Updated the job reporting system with milestone completion for billing.

Accounting / Operations / Fleet Management - Responsible for A/P, A/R, invoicing, posting payments, and bank deposits. Managed inventory of vehicles and equipment, as well as fuel accounts. Purchased concrete, rental equipment, and all office supplies. Sales Agent Freeway Insurance - Norwalk, CA

Marketed and sold all personal lines of insurance on behalf of this broker. Responded to inbound calls from potential clients responding to TV and Internet ads. Developed customized quotes, calculated premiums, and established payment methods. Performed various administrative duties as required. (2014)

Made presentations and provided excellent customer service, both online and over the telephone. Sales / Customer Service Auto Club of Southern California - Costa Mesa, CA Utilized in-depth knowledge of AAA’s products and services to market and sell personal lines of insurance including automobile, watercraft, RV, personal homeowner, and personal umbrella insurance policies. Responded to a high volume of inbound calls to a call center. Gathered all relevant information, and set up new accounts. Cross-sold products as appropriate. Conducted outbound calls to members. (2002 to 2013)

Won multiple sales contests and incentive awards. Received free travel arrangements and accommodations to industry conferences, as well as vacation packages. EDUCATIONAL BACKGROUND

Insurance Industry Training AAA Auto Club University Products Coverages Personal Lines Member/customer Service Contracts Licenses: Property & Casualty Insurance (Current) Extensive Continuing Education to Maintain License COMPUTER SKILLS

Windows & Apple/Mac OS Word Excel PowerPoint Outlook Scheduler Salesforce QuickBooks DocuSign Google Drive SharePoint Zoom MS Teams Google Meet Multiple Custom Systems & Portals

REFERENCES: Available upon Request COMPENSATION: Open to Negotiation