Customer Service Sales Associate

Amy Perez

California licensed healthcare sales *+ years, self employed 8+ years focused on doing

what’s right for seniors 10+ years. Closed our business due to Covid restrictions. Modesto, CA 95355

**********.**@*****.***

+1-209-***-****

1.

Authorized to work in the US for any employer

Work Experience

Director of Customer Relations

Pacific Sunrise Insurance Agency Inc. - Modesto, CA October 2014 to March 2021

• Attended public events to create customer confidence.

• Resolved any customer concerns quickly.

• Built communication between customers and company to encourage client retention. Sales Associate

CareMore Health - Modesto, CA

September 2009 to February 2013

• Responsibilities included scheduling daily sales appointments, maintaining Sales Force database, and submitting customer applications in a timely manner.

• Managing and attending weekly activities ( i.e. Tai Chi and Yoga classes, Movie events, Bocci ball activities) to encourage customer referral and leads.

• Meet and maintain communication with doctors in the area to improve client development. Operations Manager

Pacific Sunise Insurance Agency - Turlock, CA

June 2006 to September 2009

• Responsible for all office duties including Accounts Payable and Accounts Receivable, processing and transmission of all client applications.

• Arranged all travel arrangements for agents and maintained secure database and filing of all licenses and renewal/ continuing education information.

• Maintenance and purchasing of all office supplies and expense reports. Education

High school diploma

Some college- no degree in General Studies

Skills

• Customer Relationship Management (10+ years)

• Sales (10+ years)

• Accounts Payable (10+ years)

• Office Management (10+ years)

• Accounts receivable (10+ years)

• CRM Software

• Accounting

• Customer service

• Driving 30+yr w/o infraction (10+ years)

• Event Planning

• Salesforce

• Management

Certifications and Licenses

California State Insurance Life and Health Agent

December 2000 to November 2016

• Provide advice and best option for each customer based on their needs

• Available to respond to any needs or consurns of clients

• Provide the best possible customer service to encourage confidence and expand customer base

• Follow all state guidelines and code of ethics

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