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Sales Representative Medical Assistant

Mammoth Lakes, CA
March 31, 2021

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Eආ අඒ Gൾඇඍඋඒ

Mammoth Lakes, CA ***** 310-***-****

I am highly effective at anticipating and accommodating customer needs.

California Insurance License

Insurance License

Kaplan Financial - Online

Santa Monica College - Santa Monica, CA

High School Diploma

California Virtual Academy - Online

Account retention

Contract review and analysis

Account management

Policy understanding

Insurance sales strategy

Asset protection and expertise

Providing excellent customer service at all times

Customer follow-up

Thrives in fast-paced environment

Familiar with all POS Systems

Hard worker and fast learner

Decision making and problem solving

Very through

Reliable and trustworthy

Impeccable work ethic

Policy managing expertise

Pඋඈൿൾඌඌ ඈඇൺඅ Sඎආආൺඋඒ

L ർൾඇඌൾඌ

Eൽඎർൺඍ ඈඇ

S අඅඌ

Cross-selling and upselling


Time Management

Excellent computer skills

Conflict resolution

Self disciplined regarding work

Organized and efficient

Exposure determination

Loss analysis

Risk management

Underwriting and adjustments

Client needs analysis

Strategic Planning

Insurance Sales Representative, 01/2019 to Current State Farm Insurance Inc – Mammoth Lakes, CA

Reviewed customer needs and financial means to determine appropriate policy offerings. Exceeded Company sales goals.

Upsold Products to policyholders and potential new clients Provided quick turnaround time when customers called with questions. Engaged customers and provided high level of service by carefully explaining details about documents. Skillfully explained coverage options to potential policyholders. Analyzed customer needs.

Cultivated long lasting professional relationships, which created continuous client referral streams within community.

Maintained a pleasant and cordial attitude at all times, even when issued arose. Fulfilled requests for title documentation, letters, of permission and insurance claims. Resolved issues quickly thro9ugh meticulous research. Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.

Scheduled fact-finding appointments and consultations to determine client needs and overall financial situations.

Utilized direct marketing strategies such as mailings and phone contracts to approach potential clients. Set yearly review appointments for established customers. Customized existing insurance programs to suit individual client needs by analyzing specific requirements.

Generated sales by recommending policies and add-ons. Stayed in touch with clients to assess changing demands and offer new solutions. Explained advantages, features and disadvantages of various policies to promote sale of plans, boosting overall sales.

Finalized sales and collected necessary deposits.

Sought out new clients and developed client relationships through networking, direct referrals and lead databases.

Medical Assistant, 01/2018 to 01/2019

Wඈඋ H ඌඍඈඋඒ

Action Urgent Care – Mammoth Lakes, CA

Assisted with routine checks and diagnostic testing by collecting and processing specimens. Directed patients to exam rooms, fielded questions and prepared for physician examinations. Called and faxed pharmacies to submit prescriptions and refills. Obtained client medical history, including medication information, symptoms and allergies. Sanitized, restocked and organized exam rooms and medical equipment. Completed clinical procedures and gathered patient data for interpretation by physician. Verified appropriate lab couriers picked up collected lab specimens. Tested and recorded blood glucose levels.

Prepared initial patient charts for admission.

Obtained pre- and post-treatment vital signs and weight. Documented vital signs and health history for patients in clinic and hospital environments. Performed clerical duties, such as word processing, data entry, answering phones and filing. Promoted office efficiency, coordinating charts, completing insurance forms and helping patients with diverse needs.

Hostess, 05/2017 to 10/2017

Roberto's Cafe – Mammoth Lakes, CA

Supported servers, food runners and bussers with keeping dining area ready for every guest. Performed walk throughs during service to monitor guest satisfaction and advise serving and bussing staff to specific guest needs.

Answered phone inquiries to schedule and confirm reservations, record takeout orders and respond to service questions.

Greeted guests and gathered information to seat groups or place on a waitlist. Delivered outstanding service and support from initial interaction to final departure, maintaining loyal clientele.

Supported serving staff, food runners and bussers to keep dining room presentable. Cleaned and restocked counter areas, replenished cash drawer and checked server supplies to facilitate operations.

Maintained knowledge of the menu items, garnishes, ingredients, and preparation methods to assist guests with menu selection.

Hostess, 09/2016 to 05/2017

Burger Lounge – Marina Del Rey, CA

Arranged tables for customers, following established preparation procedures to provide guests with excellent experiences and foster repeat business.

Kept register accurate through correct billing, payment processing and cash management practices. Helped customers place orders, explained menu items and suggested appropriate options for food allergy concerns.

Upsold high-profit items such as appetizers and mixed drinks to enhance sales numbers. Enhanced operational efficiency by using slow periods to restock employee and customer supplies, including ice, condiments, utensils, napkins, trays and delivery bags. Greeted and maintained relationships with regular customers. Worked with POS system to place orders, manage bills and handle complimentary items for dissatisfied customers.

Collaborated with kitchen team to support order preparation, manage efficient deliveries and minimize customer service issues by verifying meals.

Collected credit card, cash and gift certificate payments and dispensed change for cash transactions. Kept updated knowledge of menu and promotions, recommending specific items according to preferences and food allergies.

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