Business Administrative Professional

Cheryl Duarte, M.A.

Upland, CA ***** • Phone: 909-***-**** • Email: ********@*****.***

http://cherylsportfolio.blogspot.com

BUSINESS ADMINISTRATIVE PROFESSIONAL

Accomplished, Results-Producing, Administrative Professional with collective expertise in the Insurance Industry, Customer Relations Management, and Corporate Training. Skilled in Workshop Facilitation, Business Optimization and Contract Management. Strong organization, communication and customer service skills, combined with a diverse business and educational background, provide the necessary qualifications to perform at a high-capacity level, and find effective solutions to get the job done.

Areas of expertise include:

Client Relations Management

Strategic Planning

Policy Management

Contract Negotiations

Account Management

Innovative Workshop Facilitation

Insurance Product Expertise

Course Design & Development

EDUCATION & CREDENTIALS

California Licensed Life and Health Insurance Agent

California Department of Insurance, CA 2019

Master of Arts in Teaching and Learning with Technology

Ashford University, San Diego, CA, 2016

Bachelor of Arts in Organizational Management

University of La Verne, La Verne, CA, 2009

Certificate in Paralegal Studies

Mt. San Antonio Community College

PROFESSIONAL & RELATED EXPERIENCE

Licensed Life and Health Insurance Agent 01/2020 - current

Independent Contractor

Applied organization and time management skills when coordinating and responding to inbound telephone and email inquiries

Focused on presenting quality customer service while educating clients about insurance options that benefit the needs of the client

Maintained regular contact with customers to learn of any changing needs and keep customers updated on latest insurance products

Licensed Life Insurance Agent 01/2019 - 01/2020

MPower Street Financial Services, LLC

Maintained regular contact with customers to learn of any changing needs and keep customers updated on latest insurance products

Maintained an accurate account of client information and enrolled policies in database

Established strong relationships with clients by giving excellent customer service and customizing insurance products to meet individual insurance needs and financial goals

Corporate Trainer / Home-Based Administrator 03/2016 – 12/2018

Independent Contractor, Upland, CA

Developed and delivered training curriculum for targeted audience to enhance employee performance, team productivity

Measure, analyze, and communicate progress toward strategic goals

Facilitated basic computer knowledge training and instruction

Performed legal research and court documentation filing

Assisted with income tax preparation, including tax forms and filing

Full-Time Graduate Student 08/2013 – 02/2016

Ashford University, San Diego, CA

Completed graduate degree: Master of Arts in Teaching and Learning with Technology

Gained essential knowledge in creating, designing, and implementing technology into instructional training materials

Professional Expert/Corporate Trainer 10/2011 – 06/2013

Professional Workplace Development Center, San Bernardino, CA

Developed and delivered training curriculum for targeted audience to enhance employee performance, team productivity

Assess and evaluate team and individual performance

Fill knowledge gaps through additional training and professional development programs

Measure, analyze, and communicate progress toward strategic goals

Office Manager/Accounting Manager 01/2008 – 09/2011

JH Builders, Upland, CA

Oversaw front office business processes

Managed all banking and financial records

Provided excellent customer service, ensuring a satisfied, loyal, and growing clientele base

Reinforced interdepartmental communication to maintain quality, productivity, and efficiency

Additional Positions Held:

Accounting Manager, Arthur Cox and Sons, Industry, CA

Corporate Account Specialist, Bausch and Lomb, Inc., Claremont, CA

Program Manager, Schmidt Cannon International, Ontario, CA

Office Manager, Public Relations, Mt Baldy Ski Lifts and Chamber of

Commerce, Mt Baldy, CA

COMPUTER EXPERTISE

All Microsoft Office Suite Software programs, Internet Research, Social Media Platforms, Salesforce, SharePoint, Zoom, Blackboard Design, Cloud

Contact this candidate