Customer Service Insurance Agent
Resume:
Sarah Gayden
Life & Accident and Health Insurance Agent CA, CO, IN / Personal Lines
Oceanside, CA 92057
************@*****.***
Professional Summary
Accomplished Benefits Counselor with 4 years of experience in employee benefits, insurance sales, and customer service. Proficient in managing open enrollment, developing benefits communication materials, and negotiating favorable terms for voluntary benefits. Proven track record in increasing sales revenue and exceeding monthly targets. Possesses a strong background in retail sales, restaurant management, and leadership roles.
Willing to relocate: Anywhere
Authorized to work in the US for any employer
Work Experience
Benefits Counselor
Lockton Companies-San Diego, CA
September 2024 to Present
Manage the organization’s employee benefits program by ensuring the programs meet the needs of both. Educate Employees, comunícate information about the company’s insurance products and benefits. Assists employees with the enrollment process through electronic enrollment. Offer accurate information about core and voluntary benefits to help employees make best decision for themselves and their families.
Assists with claims and queries.
Benefits Advisor
American Family Life Insurance- Aflac-Carlsbad, CA November 2022 to Present
• Managed open enrollment process by organizing informational sessions, answering employee inquiries, and ensuring timely completion of enrollment forms
• Developed comprehensive benefits communication materials such as brochures, presentations, and online resources to educate employees about available options
• Assisted employees with claims processing by liaising between them and insurance providers to resolve any issues or discrepancies efficiently
• Collaborated with cross-functional teams including HR, payroll, finance, and legal departments to ensure seamless administration of benefits programs
• Negotiated favorable terms for voluntary benefits offerings like dental coverage or life insurance policies through effective vendor management strategies Life & Health Licensed Insurance Agent
Farmers Insurance Group-Vista, CA
August 2021 to November 2023
1. Sales Representative and exceptional customer service. 2. Responsible for quoting and selling new auto insurance, homeowners, renters policies, renewing policies, servicing existing policies, inbound/outbound calls for renewals, NSF, cancellations, reinstatements and marketing for possible new business. 3.
• Generated leads and cultivated relationships with potential clients to drive new business
• Achieved XX% increase in sales revenue by consistently exceeding monthly sales targets
• Identified cross-selling opportunities within existing client base and successfully upsold additional insurance products such as homeowners or umbrella policies
• Demonstrated excellent negotiation skills when presenting quotes to prospective customers resulting in an average closing ratio of XX%
Licensed Auto Insurance Agent
Fred Loya Insurance-Oceanside, CA
December 2020 to November 2022
1. Sales Representative and exceptional customer service. 2. Responsible for quoting and selling new auto insurance policies, renewing policies, servicing existing policies, and marketing for possible new business.
• Achieved XX% increase in sales revenue by consistently exceeding monthly sales targets
• Utilized CRM software to track leads, manage client information, and streamline the sales process
• Provided exceptional customer service by promptly addressing inquiries, resolving issues, and processing policy changes efficiently
• Negotiated competitive rates with insurance carriers to ensure clients received the best possible pricing for their policies
Assistant Manager
Gelson's Markets-Carlsbad, CA
April 2019 to March 2021
Customer service, increased revenue and sales in the deli department, Improved foods presentation and the cleanliness of the department, managing operations of the department, overseeing the presentation of the deli department, and ensuring proper stock levels are maintained, responsible for following company policies and implementing various initiatives as required. Manager
SariFitness.com Online Fitness Apparel-Encinitas, CA January 2012 to August 2018
1. Self employed. work from home part time.
• Responsible for maintaining operational standards, customer service levels, driving sales, budgeting and controlling labor, visual standards, staff development, inventory control, training, and recruiting, interviewing and selecting top talent.
• Analyze sales, labor, and merchandise flow reports.
• Lead total online store, marketing and social media management.
• Manage cost control, budgeting, scheduling, monitoring labor, inventory control, staffing level and development.
• Communicate objectives and results, delegate tasks, and implement policy, procedures and sales strategies.
• Provide superior customer service.
• Schedule a yearly agenda based on trade shows, seminars, exhibitions. Education
Associate of Science in Culinary Arts
Art Institute of California - San Diego, CA
June 2012
Certification in Aeronautics
Aeronautical College Tomas Valencia - Caracas, Distrito Capital January 2009 to July 2011
Bachelor's in Humanities
Liceo Cardenal Quintero - Caracas, VE
August 2007
Skills
• Basic Math
• CRM Software
• Microsoft Excel
• Financial services
• Schedule Management
• Organizational skills
• Culinary Experience
• Merchandising
• Scheduling
• Food Industry (7 years)
• Banquet Experience (3 years)
• Microsoft Outlook
• Cost Control (2 years)
• Leadership
• retail sales (4 years)
• Profit & Loss
• Retail Management
• Customer Service
• Microsoft Word
• Social Media Management
• Inventory Control (2 years)
• Warehouse experience
• Sales (10+ years)
• Restaurant Management
• Insurance sales (4 years)
• Sales Experience
• Microsoft Office
• Event Planning
• Communication skills
• Sales Management
• Medicare
• Guest services
• Sports Coaching
• Supervising Experience
• Banking
• Spanish
• Purchasing
• Kitchen Management Experience (10+ years)
Certifications and Licenses
Life and Health Insurance
January 2022 to Present
NASM Certified Personal Trainer
January 2020 to Present
• Demonstrating exercises and routines to clients
• Assisting clients in exercises to minimize injury and promote fitness
• Modify exercises according to clients’ fitness levels
• Monitoring client progress
• Providing information or resources on general fitness and health issues
• Providing emergency first aid if necessary
State Food Safety - Food Handler Training
July 2024 to July 2027
County of San Diego Food Handler Training
food handler certificate
Additional Information
Highlights of qualifications:
High performance, results-driven business owner and manager with solid career history of demonstrating visionary leadership and expertise in analyzing, developing, and executing successful business for client driven business.
Recognized for a team-oriented mentality with a customer focused approach, able to learn and adapt to changing environments, and possesses enthusiasm for new challenges. Store Operations • Bilingual • Inventory Management • Merchandising • Customer Service Specialist Recruiting/Training/Retention • Leadership /Team Development • Community Involvement
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