Customer Service Sales Associate
Resume:
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
adrbpx@r.postjobfree.com
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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