Customer Service Final Expense
Resume:
JOCEL L. ALCEDO
Home Phone 661-***-**** Email: *************@*****.***
OBJECTIVE To seek a challenging and rewarding position that would best utilize my outstanding skills, education,
and experiences with possibilities of growth and advancement.
SUMMARY Financial services professional with solid business experience in strategy. Solutions provider of tax-free retirement strategies, long-term care, Medicare, Medigap supplemental insurance in cancer, heart &
stroke and critical diseases, life/accident/health, annuities, universal life insurance, property & casualty insurance, telecommunications, underwriting, asset management, and financial services. I am seeking
an entry-level Supervisory remote role in a customer service call center, product support fulfillment in a dynamic company in finance, insurance and financial, hospitality services, and general business.
PROFESSIONAL EXPERIENCE
3/2022 – Present MOBILE CONCIERGE (Chauffer), EMPIRE CLS, Los Angeles, CA
Client customer service to high-end, A-Listers and VIPs catering to all their business needs or requirements while operating a vehicle in the Southern CA, San Diego, and Las Vegas areas.
2/2022 – Present MEDICAL & FINAL EXPENSE SPECIALIST, APEX INSURANCE GROUP LLC, Santa Clarita, CA
Insurance producer for life, health, accident Insurance products. Commission Sales only.
8/2021 – Present INSURANCE BENEFIT ANALYST, STRATEGY PARTNERS GROUP, Valencia, CA
Insurance producer for life, health, accident Insurance products. Commission Sales only.
9/2021 – 3/2022 MOBILE CONCIERGE (Chauffer), LIMOUSINE CONNECTION, Los Angeles, CA
Client customer service to high-end, A-Listers and VIPs catering to all their business needs or requirements while operating a vehicle in the Southern CA, San Diego, and Las Vegas areas.
9/2020 – 9/2021 UNIT SUPERVISOR (Remote), SENIOR LIFE INSURANCE COMPANY, Thomasville, GA
Final Expense insurance solutions. In charge of managing 10-15 people License insurance Agents. Responsibilities of management include the following: recruitment, product training, process training, compliance training, systems training, product knowledge, and education including managing and supporting Agent’s funnels and Sales.
11/2019 – 8/2020 PARTNER/UNIT FIELD TRAINER, COLONIAL PENN LIFE INSURANCE/BANKERS LIFE, Northridge, CA
Final Expense insurance solutions. In charge of managing 10-15 people License insurance Agents. Responsibilities of management include the following: recruitment, product training, process training, compliance training, systems training, product knowledge, and education including managing and supporting Agents’ funnels and Sales. Specializing in common sense insurance solutions to seniors for health expenses, retirement care, final expense, and retirement.
2/2019 – 11/2019 INSURANCE AGENT, PMA/WASHINGTON NATIONAL INSURANCE COMPANY, INC. Valencia, CA
Corporate POS Systems, Supplemental Insurance for cancer, heart & stroke, critical chronic diseases. Commission Sales only.
1/2019 – 11/2019 BROKER, WASHINGTON NATIONAL INSURANCE COMPANY, INC. Valencia, CA
Access to multiple critical chronic insurance programs, Medigap options to Medicare plan types to help individuals and their families from expected high out of pocket Hospital and medical costs. Commission Sales only.
9/2018 – 11/2019 GENERAL INSURANCE BROKER, ALL POINTS INSURANCE & FINANCIAL SERVICES, Santa Clarita, CA
Broker for life, health, accident, and insurance products. Commission Sales only.
10/2016 – 10/2017 SENIOR FINANCIAL ANALYST, TRANSAMERICA, Brentwood, CA
Life, Accident, and Health. Commission Sales only. License CA 0K69953
JOCEL L. ALCEDO
Home Phone 661-***-**** Email: *************@*****.***
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10/2008 – 3/2011 ASSET MANAGER, BANK OF AMERICA, Valencia, CA
Responsible for 250 Bank of America properties in the foreclosure and short sales program.
7/2004 – 2/2009 REAL ESTATE AGENT, AMERICAN REAL ESTATE EXECUTIVES, Valencia, CA
Commission Sales only.
7/2004 – 10/2008 MORTGAGE OFFICER, SANTA CLARITA CAPITAL FUNDING, Santa Clarita, CA
Commission Sales only.
EDUCATION Loyola Marymount University, College of Business Administration
Bachelor of Business Administration – Bachelor of Business Administration and Management, General
Benedictine University
Master of Business Administration – MBA Health/Health Care Administration/Management (1 year)
2010 - 2011
Golden Gate University
MS Telecom Management Managed Network Services 2001 – 2002(1 year)
LICENSES Insurance Consultant CA Department of Insurance Issued Dec 2018 Credential ID 0K69953
REFERENCES Available upon request
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