Team Members A

Vanessa Garcia

**** ****** **, *********, ** ****3 408-***-**** *****.****@*****.***

Objective

• To use my strengths and abilities to improve and elevate my team. Also, to grow and improve so that I can continue to be an asset to my team and to the company. Skills & Abilities

MANAGEMENT

• Properly managing time and scheduling in a busy environment, to ensure that we have proper coverage regardless of all potential variables and disruptions. As well as engage the team to work together and stay motivated while working alone on projects.

SALES

• Smart Home Security System, Membership, Home, Auto and Life. We as a team need to learn from our surroundings and address it accordingly. Leading by example and having the conversations to grow every day. Building the team moral as well and the confidence with the product. Makes the everyday conversations flow with ease.

COMMUNICATION

• Inclusive communication so that all departments are aware of all new initiatives and projects. Always making sure that they feel comfortable coming to me with any questions or concerns. LEADERSHIP

• This takes a balance of several skills and traits. Finding the innovation in others and keeping the drive alive in the atmosphere. The confidence to make the decisions to make things done. A person that can build trust even after it has been broken or tattered. Learn from her fair share of failures. Experience

MEG REDWOOD CITY AAA 10/2022 – PRESENT

• Lead and maintained Pending Cancellation retention process for all insurance policies

• Manage and communicate to the team the Saturday and Daily Schedule

• Coach and development team members to optimize potential not only with in themselves but within the office.

• Cross training of team members in the Audit of Daily Work as well as the audit of DMV work.

• Reorganized the ordering, and storage of Maps

• Reorganized the DMV/Cashiering Department to CPM compliance

• Collaborating with the training and up skilling on the workings of opening and closing the office (This includes the problem solving of when the techs / office does not balance)

• Communicating with the team on what daily, monthly and yearly goals are. Making sure they have tools and skills to meet and succeed.

• Fallow up on IPC on all insurance new policies written in branch and fallowed up with the agent who wrote the policy for corrections

2

MEA LOS GATOS AAA 11/2021 – 10/2022

• Lead on training and developing of all DMV Techs

• Overhauled the review of the daily work folder

• State certified Notary

• Assisted in the cross training of team members

• Reorganized the ordering, storage and auditing of maps MEA SAN JOSE ALMADEN AAA 07/2018 – 10/2021

• State certified Notary

• Communicated Office updates and news

• Trained all new hired DMV and Insurance servicing

• DMV control cashier as well DMV daily work auditor

• Passed California property and casualty exam 2019 Appointed to AAA in 2020 MEA MILPITAS AAA 06/2017 – 07/2018

• State certified Notary

• Help move organize office from Oakridge to new location and get ready for opening the next Generation Milpitas location

• Reviewed and audited all new policies and communicated with agents on status as well as set up meeting on late of missing documentation (for discounts/mileage) and or applications.

• DMV control cashier as well DMV daily work auditor

• Managed Office daily schedule as well as PTO

• Traveled to central valley region to instruct the DMV Beyond the Fundamentals as well as Expanded Services MEA OAKRIDGE AAA 10/2016 – 06/2017

• Acquired State certified Notary

• Reviewed and audited all new policies and communicated with agents on status as well as set up meeting on late of missing documentation (for discounts/mileage) and or applications.

• DMV control cashier as well DMV daily work auditor

• Ability to open and close office

• Continued furthering knowledge on insurance servicing MEA GILROY AAA 01/2015 – 10/2016

• Help launch Connect Suite NCNU. Taught managers as well as super users so that they can go back and teach the offices come launch day.

• Cashiering / DMV

• DMV Control Cashiering (non direct office)

• Started taking the lead on learning insurance servicing

• Was given the ability to take on Opening and Closing the office as well as problem solving issues.

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