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Customer Service Life Insurance

Location:
Inglewood, CA
Posted:
May 26, 2024

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Resume:

Joe David Vasquez

**** * ***** ******. *** A, Inglewood, CA.90303

ad5yom@r.postjobfree.com

818-***-****

OBJECTIVE Exceed client expectations by providing customer service and conflict resolution in an ethical and professional manner.

Experience

EXPERIENCE Fortuna BMC Customer Service 09/2020 – Present Provide exceptional customer service, assist callers with current issues, booking, canceling, etc. Book appointments, help other agents MassMutual Life Insurance / AFLAC Business Consultant 05/2013 – 03/2021 Provide consultation to small, medium & large business on strategies to save money, increase revenue, improve programs and retain employees as well as an exit. For an individual the consultation is on life insurance and retirement strategies. Duties include prospecting for clients (Cold call, canvass and referrals); presentations to owners, managers and employees; proposal creation; negotiation; close business; complete & manage service agreement and follow up.

Time Warner Cable/Spectrum 09/2016 - 06/2019

Outside Sales rep. Door to door sales and customer service, responsible for meeting sales quotas in assigned territory.

AEROTEK / ANTHEM BLUE CROSS 12/2014 – 03/2015

Responsible for providing health plan consultation for current Anthem members (HPA) Duties include going over plan details with members, advise how to use plan and networks. Assist Members in making changes to their plans

Answer Financial 05/2004 - 2/2013

Provide consultation on home and auto insurance, answered all inbound calls from new and existing clients, and would assist with changes made to policies, new sales, and follow up with clients on their existing and new policies, worked from Home.

EDUCATION John F Kennedy High School Granada Hills, CA Class of 1997 High School Diploma

PAGE 2

SKILLS/LICENSES/

ACHIEVEMENTS

Proficient in Microsoft word, Excel, power point, Bilingual - Spanish/English Was Licensed with the California Department of Insurance since 2003 to 03/2019 Medicare, Short & Long Term Care, Life Insurance and Annuities Specialist, Automotive, Property, Liability, commercial, Health Insurance Bilingual – Spanish/English Specialist Received the “President’s Club” award for consecutive months for outstanding sales performance. Was always selected for special production projects

Was Licensed in 48 states including MA

REFERENCES Sri Ramachandran 504-***-****

Reginald Talbert 805-***-****

Carlos Moreira 213-***-****



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