Customer Support Life Insurance

Basem M. Rezek

E-mail: **********@*****.*** Mobile: 619-***-****

Anaheim, CA 92807

Objective:

Seeking a challenging and growth-oriented position with the opportunity to advance, as well as interested in a position that would allow me to serve as a member with a well-known, reputable organization and allow me to utilize my broad background in engineering, programming, sales and customer support to work with a growing company to increase their productivity. I like helping others find solutions as well as the capability to build and maintain business relationships with key decision makers and influencers.

Experience:

PCC – Cherry Areospace

Threadroll

June 2019- Present

Santa Ana, CA

Reviews work orders and set-ups machine according to blueprint specifications.

Sets up and runs threadroll machine, cold rolling part to specifications.

Insures that product/part conforms to all required specifications.

Maintains a clean and safe work area.

Maintains preventive maintenance.

Complies with all environmental safe practices and regulations. Reads all MSDS’ and possesses thorough knowledge of all oil and chemical labeling and storage requirements.

Performs other related duties as assigned or requested.

PCC – Cherry Areospace

Header

March 2019 – June 2019

Santa Ana, CA

Reviews work order to determine set up, tooling and specifications of parts.

Prepares and aligns raw material for production run.

Operates production equipment to produce parts.

Insures that product/part conforms to all required specifications.

Maintains a clean and safe work area.

Complies with all environmental safe practices and regulations. Reads all MSDS’ and possesses thorough knowledge of all oil and chemical labeling and storage requirements.

Performs other related duties as assigned or requested.

Oakley

CNC Programmer

April 2017 – March 2019

Foothill Ranch, CA

Construct and test prototypes according to engineering instructions

Creates instructions for machinists.

Reviews 3D CAD design blueprints.

Makes calculations for programming including where materials should be cut

Translates instructions into a computer automated manufacturing (CAM) program.

Communicates with engineers and clients who will use the programs.

Checks completed programs by running simulations or tests.

Prepares geometric layout of designs using proper software.

Determines sequence of operations in a program.

Chooses cutting tools that will be needed.

Analyzes job order and performs necessary calculations.

Writes programs and modifies existing ones for increased efficiency.

Analyzes and selects speeds and cutting tools for programs.

Makes improvements to set up times for a task and contouring of complex shapes.

Simplifies tooling time for workers and increases productivity for the client.

Evaluates all completed designs to validate their functions and ensure they successfully reduce time and money for the client.

Monitors all programs to make sure they follow blueprint instructions and safely and successfully complete the task.

Provides training for clients on automated systems.

Complies with all safety rules and regulations.

Statek Corporation

Engineering Technician

December 2017 – March 2019

Orange, CA

Assist the engineering team in the areas of equipment maintenance, process control improvement, running controlled experiments through the production line and the establishment of process pass/fail criteria

Monitor machine conditions, initiate maintenance procedures, troubleshoot minor equipment problems and execute equipment PMs

Assist engineering in system, process and product-related root-cause investigations

Measure and collect data from a variety of sources and organize it in Excel for analysis

Assist in the set-up of new equipment/processes

Construct and test prototypes according to engineering instructions and criteria

Train operators on present process and new processes as introduced

Interpreting and reading blueprints, drawings and diagrams

Allstate

Property and Casualty Broker

Life Insurance Broker

December 2017 – Present

Irvine, CA

Assess the customer needs and advise clients on insurance coverage and personal protection options following Acceptance’s G.U.E.S.T. standards.

Provide quality quotations, pricing, and required information to new prospects and completes the sales process for each customer per company policy and procedure.

Maintain strong knowledge of all products, pricing, and policy features available for sale.

Complete and maintain training for all products offered by Acceptance (i.e. auto, roadside, hospital indemnity, motorcycle, commercial and home/renters, etc.) and other insurance companies for which they are appointed,

Develop and maintain relationships with business partners around the community and perform outside marketing activities to drive new customers.

Prepare quotations on customer change requests to their current policies.

Receive and respond to all customer inquiries and complaints. Request any missing or required information from customers and follow up for that information.

Maintain knowledge of industry competitors and provide critical market feedback to leadership regarding local competition and service needs.

Conduct daily customer payment reminder calls.

Follow-up routinely with customers on all open or unresolved issues including calling lapsed policy and policy renewal customers.

Answer the telephone in a prompt, professional and courteous manner.

Take / receive customer payments in office and over the phone.

Report any and all conditions affecting customer satisfaction.

Maintain appropriate records including, but not limited to; all time worked, reporting of sales activities, other reporting as required.

Scan and send required documents daily.

Assist in the daily cleaning/maintenance of the location according to Acceptance standards of operation.

Performs other duties as assigned by management.

Automobile Club of Southern California

Life Insurance Specialist/Annuities

December 2016 – December 2017

Costa Mesa, California

Handling inbound/outbound calls and answering questions from members interested in life insurance and financial products.

Quoting and preparing life insurance policies.

Preparing changes to life insurance policies including; change of beneficiary, change of ownership and upgrade in amount or type of policy.

Assisting clients in processing claims.

Arranging appointments with members and prospective members regarding life insurance and financial products.

Participating in community and business activities and events to prospect for potential membership and insurance sales opportunities.

Utilizing a variety of methods in performing research leading to the establishment of high potential prospects for AAA products. These methods include direct mail, referral systems, associate cross-selling, partnership sharing, prospect purchases, etc.

Contacting and qualifying prospective members and explaining features and benefits of life insurance policies offered, suggesting amount and type of coverage based on analysis of prospect’s circumstances.

Calculating and quoting premium rates for specific policies.

Anticipating future needs and calling on established clients to renew and upgrade accounts.

Developing long-term relationships.

Establishing programs designed to retain existing member clients, trigger advance follow-up periods and regaining business that has lapsed.

Complete Continuing Education requirements for licenses

American National Insurance Company

Insurance Agent

January 2014 – December 2016

Long Beach, California

Attend meetings, seminars and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts.

Calculate premiums and establish payment method.

Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.

Confer with clients to obtain and provide information when claims are made on a policy.

Contact underwriter and submit forms to obtain binder coverage.

Customize insurance programs to suit individual customers, often covering a variety of risks.

Develop marketing strategies to compete with other individuals or companies who sell insurance.

Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.

Explain features, advantages and disadvantages of various policies to promote sale of insurance plans.

Explain necessary bookkeeping requirements for customer to implement and provide group insurance program.

Inspect property, examining its general condition, type of construction, age, and other characteristics, to decide if it is a good insurance risk.

Install bookkeeping systems and resolve system problems.

Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage.

Monitor insurance claims to ensure they are settled equitably for both the client and the insurer.

Perform administrative tasks, such as maintaining records and handling policy renewals.

Plan and oversee incorporation of insurance program into bookkeeping system of company.

Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.

Select company that offers type of coverage requested by client to underwrite policy.

Sell various types of insurance policies to businesses and individuals.

United Insurance – Insurance Agent

October 2012 – January 2014

San Bernardino, California

Listen, present and explain various insurance plans using a consultative approach, based on a true understanding of clients’ needs and goals.

Conduct a thorough needs analysis with each client and determine the most appropriate insurance plan based on a combination of price and value from the carriers we represent.

Comfortably navigate technology while listening and talking on the phone.

Assist clients in the application process and ensure that all required information is accurate and compliant with all applicable rules and regulations.

Submit complete applications in a timely manner.

Understand and adhere to all Company, Carrier and/or CMS related policies and procedures.

Performs related job duties as required.

El Cajon Mitsubishi – Assistant Service Manager

May 2011– October 2012

El Cajon, San Diego

Promotes and sells service contracts.

Handles customer complaint problems pertaining to service and repair work.

Tent salesman on weekends.

Assists sales manager, evaluating trade-ins.

Toyota of Carlsbad – Assistant Service Manager

May 2010 – May 2011

Carlsbad, San Diego

Compare serial numbers of incoming cars against invoice.

Inspects vehicles to detect damage and to verify the presence of accessories listed on the invoice.

Record the description of damages and lists missing items on the delivery receipt.

Parks new vehicles in assigned areas / Catalogs and stores keys / Assigns stock control numbers to cars.

Moves sold vehicles to maximize use of space and keep the lot in order / Delivers sold vehicles to the new-vehicle preparation department.

Services vehicles in storage to protect tires, battery, and finish against deterioration.

Orascom Construction – Assembler

April. 2008- Dec. 2009

Cairo, Egypt

Clean parts thoroughly

Fabricate or modify parts, using shop equipment

Position, align, and adjust parts for proper fit and assembly.

Read and interpret drawings, diagrams, blueprints, specifications, work orders, or reports

Usage of various types of hand tools and power tools for the assembly process

Tag and mount components

Bahgat Group – Machine Operator

Dec. 2007- Jun. 2009

Cairo, Egypt

Verify the description, bulk item number, and lot number to match batch record

Ensure machine is sanitized before and after shift

Set up and break down machine for cleaning and sanitizing

Dial in product as batch sheet required specs

Record product into log book

Maintains safe and clean work environment

El Helmaia Military Hospital – Lieutenant / Office Manager

Dec. 2006- Dec. 2007

Cairo, Egypt

Implementation of new software and IT maintenance.

Monitor software and make sure that system is operating properly / correct.

Answer phone calls and reply to phone inquires.

Report to I.T Manager if there is any system error.

Handle files and balance daily activities.

Maintain daily logs; receive and deliver faxes as needed.

The Rock Café - Assistant Manager

Jan. 2004 - Dec. 2006

Cairo, Egypt

Balance daily financials and daily monetary logs.

Make sure that customers are satisfied of our service.

Responsible for purchasing / receiving the cafes materials.

Handle cashier and service desk.

Managing the opening and closing of the Cafe.

Education:

Cairo Academy 2000 – 2004

Cairo, Egypt

Bachelor’s Degree

IT Programming Language and Computer Networking

Under-Graduate Program

Additional Achievements:

IT Networking Certificate

Windows Package Certified

(Excel, Word, Access, Publisher, Visio)

A+ Computer Language Certification

Life – Accident & Health License (California)

Property/Casualty Broker License (California)

Self-Taught: Solidworks, AutoCAD,Comprehend 3 Phase and Single line schematics

Operate RSLogix 500/5000, FactoryTalk View, HMI, SCADA, Multimeter, Power tools, Soldering

Additional Information

Fluent in Arabic (read and write)

Self motivated; strong interest in working with my employer to enhance operation and foster a sense of teamwork among staff members. Fully computer literate and quick learner of new programs, as well as very detailed orientated and able to work in fast-paced, high volume environment.

Contact this candidate