EXPERIENCE
EDUCATION
EXPERTISE
Interpersonal Skills
Well organized
Eager to learn
Detail orientated
Excellent
communication skills
Team player
NIAJA
About Me
**********@*****.***
Insurance Agent/ Financial Planner
Fleming’s Insurance Services
2019 - Present
Build rapport with clients.
Initial intake process.
Tailor services to the individual needs
of the clients.
Follow up with clients concerning
submission of documents.
Liaison between the insurance
companies and clients.
Front Office Manager/
Overnight Supervisor
Camp Run-A-Mut
2010-2016
Greet customers and their dogs.
Preformed office duties including
answering phones, scheduling
appointments, filing, and processing
documents.
Fulfilled light bookkeeping tasks.
Supervised 4-5 staff members during
overnight shifts.
Monitor staff attendance.
Enforcing safety procedures.
Early Childhood Development Certification
Completed-1998
San Pedro, CA 90731
ExamFX
Individual Producer of Insurance License
Completed-2019
FLEMING
El Camino College
Experience working in customer
service for over 10 years, employed
in different industries. Addressed
and confirmed that the clients
needs were met. Maintained client
retention while upholding the
standards of the company.