Insurance Agent Life

Kevin Matias

**** *** ******* **. **** #*, Pasadena, Ca. 91107- Primary # Mobile: 626-***-**** or Home: 626-***-****

Email: **********@*****.*** Alternate Email: *********@*****.***

OBJECTIVE: To obtain a responsible and challenging position within a company that will allow me to utilize my previous experiences to improve beyond my current abilities and effectively demonstrate my interpersonal communication skills in a Professional Remote environment with the opportunity for growth and advancement.

Professional Licenses/ Commissions:

*California Insurance Producer License #4352409 Effective: 24/24/2024 – 02/26/2026 - Accident, Health & Sickness and Life Insurance Agent

*California Notary Public Commission #2296664 Effective: July 12, 2019 – July 12, 2023

EMPLOYMENT HISTORY:

02/24/2024 – 02/26/2026: California Accident, Health & Sickness and Life Insurance Agent.

Responsible for providing exceptional customer service, analyzing insurance needs, and selling insurance policies to clients.

Schedule appointments to learn more about clients' current coverage and investments.

Consult with clients to understand their financial situation, insurance needs, and goals.

Suggest changes to provide beneficial coverage recommendations based on clients' current policies.

Assist with the sale and renewal of insurance policies.

Assist clients with the insurance claims process.

Maintain Client Records: Keep client records secure and confidential.

Educating clients: Explain the features of different insurance policies and educate clients on each type of coverage.

Follow up with clients: Periodically check in with clients to see if there are any changes that may affect their coverage.

05/23/2023 – 06/01/2024: NightRaven Self Defense, LLC. (Owner) Online Business.

Website: www.nightravensd.org

Dedicated to Providing Non-Lethal & Less Lethal Alternatives for Self-Defense. Defend Yourself, Your Family and Property Against Predators WITHOUT having to DEFEND Yourself in a Court of Law against "MURDER" Charges. Live Safe. ALWAYS, Be Prepared to Defend.

10/2019 - Present: DoorDash Delivery Driver – Food Delivery Services.

Employer: DoorDash – 1046 W. Huntington Drive, Unit #5, Arcadia, CA. 91007

Phone: 626-***-****

Duties include:

Take orders from a central dispatch system, Pick up food from different restaurants and deliver them to customers.

The main aspect of this position is to check work orders, drive my vehicle to the restaurant, pick up or place the order, and then deliver it to the customer.

07/12/2019 – 07/12/2023: California Notary Public/ Notary Signing Agent Specialist

Specifically trained to handle and work with mortgage lenders, title and escrow companies signing and notarizing mortgage loan documents.

Authorized Duties: Take acknowledgments and proofs

Administer oaths and affirmations

Take depositions and affidavits

Certify copies of powers of attorney or copies of journal entries

Travel to borrower's homes or office to complete loan documents for real estate, refinancing and modifications.

Perform duties properly and ethically.

Maintain proper procedures, files and regulations.

The safeguarding of borrowers' private financial information.

Send or deliver loan package back to lender in a timely manner.

06/01/2015 – 02/28/2020: On-Site Residential Property Manager – (Property Sold)

Employer: Sutton Terrace Apartments, 1046 W. Huntington Drive, Arcadia, CA. 91007

Phone: 626-***-****

Duties Include:

Collect and account for rental payments.

Review daily calendar and determine what planning is required for the day in terms of tours, move-ins, move-outs and vendor activity.

Schedule tours of vacant apartments. Verify rental applications are processed in a timely manner.

Submit completed rental application to property owner. Notify applicant once they are approved and schedule the Lease signing and Joint Move-in Inspection in appointment book.

Review Move-in paperwork with new resident and submit to Property Owner.

Review pending Service Requests and provide direction to maintenance staff as required so the work is completed.

Perform “Walk and Sparkle” vacant units weekly and make sure they are in “rent ready” condition.

Complete “pre-inspections” for units that are on Notice to Vacate.

Follow-up with vendors as needed. Schedule and complete joint move-out inspections and related paperwork.

Determine any charges that need to be assessed to the vacating resident and process move-out paperwork.

Walk the property multiple times per week to ensure positive curb appeal.

Check to make sure the grounds and common areas are free from trash and debris. Write service requests to complete work as identified.

Write Service Requests for maintenance repairs received from residents and/or others. Follow-up with a telephone call to the resident to make sure work was completed to their satisfaction.

12/2007 - 06/2015: Per Diem On-Site Residential Property Manager

Employer: Sutton Terrace Apartments, 1046 W. Huntington Drive, Arcadia, CA. 91007

Phone: 626-***-****

Duties Include:

Answer telephone in a friendly manner. Visit with “walk-in” and telephone prospects in such a way that communicates interest in their needs.

Perform tours of vacant apartments. Perform Move-in Inspections. Walk and “sparkle” vacant units and make sure they are in “rent ready” condition.

Complete “pre-inspections” for units that are on Notice to Vacate. Schedule all turnover functions, and check completed work to make sure the work is completed in a satisfactory manner.

Check to make sure the grounds and common areas are free from trash and debris.

EDUCATION:

10/22/2012 – 07/19/2013 - S.G.V.R.O.P.T.C. - Microsoft Office User Specialist Certification Program.

04/16/2012 – 08/10/2012 E.S.G.V.R.O.P.T.C.- A+ Certification Preparation course.

2008/09 - Kaplan University - 47 Credits earned towards Information Technology Degree.

1997 - Nova Institute of Health Technology, Whittier, California, - Medical Assisting Diploma received.

1994 - Cerritos College - Norwalk, California - Electrical Engineering.

1987 - Bronx High School, Bronx, New York – General

Previous Systems and Software Experience:

SMS Systems, AS400, Medi-tech, Medi-soft, Signature, Web tool, MochaSoft, Invision, eTenet VI Web, Health Logic, IMacs, i-Suite, Benchmark, C.U.B.S., E-Premis, and Diamond Systems. Microsoft Office 2010 - Access, Excel, Power Point, & Word

References available upon request.

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