Customer Service Insurance Agent
Resume:
SG
SUMMARY
SYDNEY GARCIA
** ****** **. *********** **. 978-***-**** ads1ug@r.postjobfree.com
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Strong virtuous employee, possessing a noble work ethic. Team player, willing not only to fulfill duties, but also to expand knowledge base on to be an asset wherever needed. Excellent customer service skills and an ability to develop good rapport with co-workers. Experience in the area of customer service-individually and in group settings, ability to assess client’s needs and working to problem solve when issues arise. Also have expertise in organizing and managing schedules, leading a small group of people, and maintaining a clean work environment.
SKILLS
. Relationship Issues Management
. Family Education
. Counseling Services
. Customer Service
. Managing a Team
. Client Needs Analysis
. Appointment Setting
. Public Speaking
EDUCATION
High School 1988
Colegio Batista Americano, Rio de Janeiro – Brazil
Ma Producer’s Life and Health Insurance 2018 – 2019
Writing Seminar ENG 097, ENG 101 2021
Mt Wachusett Community College
WORK HISTORY
Riverside Community Care 10/2021 to now
Family Partner
. Meets with providers and attends IEP, treatment team and other relevant meetings.
. Provides coaching and support for caregivers, advocating to make informed choices for family despite unprecedented challenges.
. Assists parents and caregivers in meeting youth needs through education, target support, coaching and guidance.
. Supports clients from diverse communities with specific, tailored programming, promoting diversity, equity and inclusion in healthcare and social programs.
. Collaborates with community program leaders and advocates to make resources accessible to those in need.
. Makes notes and completes accurate updates to case records.
New Life/Peniel Baptist Church 07/2001 to now
Children/Youth Leader
. Instruct small groups of children ages 0-12 years using lessons, learning import values that can benefit their present and future life.
. Help children to develop positive self-esteem and sense of self-worth.
. Communicate with families regarding child behavior.
. Responsible for putting lessons together, teaching classes, creating activities and crafts for children to complete.
. Develop engaging lesson plans working with leaders of the church.
. Coordinate with other churches to establish goals for the youth to constant do different activities.
. Bringing awareness of resources to families living in poverty.
. Encouragement speaker at seminars for couples, parents and children.
Insurance Agent 10/2018 to 12/2020
New York Life Insurance Co/ Andover, Ma
-Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
-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.
-Explained advantages, features and disadvantages of various policies to promote sale of plans and to boost overall sales.
-Created sources for continuous client referrals within community and with businesses.
-Enhanced insurance agency reputation by accommodating new and different requests and by exploring opportunities to add value.
-Maintained high standards of customer service by building relationships with clients.
-Cultivated new business by offering presentations on financial well-being to individuals and groups on term and whole-life insurance.
-Obtained underwriting approval by completing application for coverage.
-Up-sold additional products and services after identifying customer needs and requirements.
-Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situation.
Server 11/1998 to 10/2018
Marriott Hotel/ Boston, Ma
-Responsible and certified to train new team members.
-Kept updated knowledge of menu and promotions, recommending specific items according to preferences and food allergies.
-Created orders, documented special requests and followed up with kitchen personnel to foster top-quality service and minimize complaints.
-Kept register accurate through correct billing, payment processing and cash management practices.
-Collaborated with kitchen team to support order preparation, manage efficient deliveries and minimize customer service issues by verifying meals.
-Up-sold high-profit items such as appetizers and mixed drinks to enhance sales numbers.
-Greeted and maintained relationships with regular customers.
-Helped customers place orders, explained menu items and suggested appropriate options for food allergy concerns.
-Applied comprehensive knowledge of wine, as well as appropriates entrée pairings, to increase daily sales.
REFERENCES
Stephanie Copper
15 Candleberry Ln
Harvard Ma
ads1ug@r.postjobfree.com
Thiago Bitencourt
40 Summit Pointe
Youngsville NC
ads1ug@r.postjobfree.com
Jenny Menn
12 Tyler St
Somerville Ma
ads1ug@r.postjobfree.com
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