Shauna Lenard
Los Angeles, CA
************@***.***
customer service coupled with superb communication skills. Builds customer loyalty by effectively resolving problems and quickly processing transactions.
Willing to relocate: Anywhere
Authorized to work in the US for any employer
Work Experience
Life Agent
PHP Agency - Culver City, CA
March 2021 to Present
Licensed life insurance agent. Independent agent/ business owner. I teach financial literacy and educate clients and my community on the importance of life insurance. I also do 401k rollovers, index annuities and debt settlement for clients. I am an independent broker with the firm and partnered with the best insurance carriers.
Bank Teller
Cal bear credit union - Los Angeles, CA
December 2020 to March 2021
Temp position.
Assisting members with deposits, cashing checks, wire transfers, atm reload and balancing etc. Customer Service Representative
Kaiser Permanente - Corona, CA
January 2020 to June 2020
Kaiser Permanente Member Services Call Center. I take calls from members with question about benefits, kp.org, facility location, complaints, etc. I take approximately 50 calls or more a day making sure every member ends our call fully understanding the information pertaining to their health insurance. I handle every call by providing quality customer service.• Managed customer accounts
• Resolved customer issues
• Worked in the inbound call center
Customer Service Representative
PLS Financial - Los Angeles, CA
April 2016 to July 2019
Cash checks, do wire transfers, money orders, processing bill payments as well as loading money on prepaid cards, tap cards, in charge of over 10,000 in my drawer. Following all rules and store policies, etc.
Accomplishments Providing excellent customer service to all customers.
Doing a job well done my entire shift.
MORTGAGE BANKER INTERN
Network Capital Funding Corporation - Irvine, CA
May 2018 to September 2018
I spoke with customers and provided them with information on refinancing their home, using equity from their home for emergency purposes. my goal was to get customers to get loans from our company, and I did my job being honest and providing as much information as needed. Education
criminal justice
Los Angeles Southwest College - Los Angeles, CA
2015
High School Diploma
A.V High School - Lancaster, CA
2005
Criminal Justice
Antelope Valley College - Lancaster, CA
Skills
• Customer service (3 years)
• Receptionist (3 years)
• Retail sales (3 years)
• CSR
• Banking
• Cash Handling
• Financial Services
• Insurance Sales
Awards
Matter Recognition Program
May 2020
You have been nominated by your colleagues in Health Plan Product, Service & Administration (HPPSA) in recognition for demonstrating behaviors that exemplify our shared values and serve as an example for others.
Thank you for your contributions to Kaiser Permanente - we appreciate all you do. Certifications and Licenses
Licensed Insurance Agent
April 2021 to September 2023
Assessments
Customer Focus & Orientation — Highly Proficient
June 2019
Responding to customer situations with sensitivity. Full results: Highly Proficient
Receptionist — Highly Proficient
August 2019
Using basic scheduling, attention to detail, and organizational skills in an office setting. Full results: Highly Proficient
Attention to Detail — Expert
September 2019
Identifying differences in materials, following instructions, and detecting details among distracting information.
Full results: Expert
Customer Focus & Orientation — Proficient
September 2019
Responding to customer situations with sensitivity. Full results: Proficient
Reliability — Proficient
May 2019
Tendency to be dependable and come to work
Full results: Proficient
Retail Cash Handling — Expert
November 2019
Calculating retail transactions and knowing cash drawer policies and procedures. Full results: Expert
Delivery Driver — Familiar
November 2019
Interpreting instructions, reading maps, and solving problems. Full results: Familiar
Logic & Critical Thinking — Highly Proficient
November 2019
Using logic to solve problems.
Full results: Highly Proficient
Indeed Assessments provides skills tests that are not indicative of a license or certification, or continued development in any professional field.