Entry-Level Clerical & Service Support Candidate
Resume:
MARISA RESENDIZ
***- ***-**** ***********@*****.*** Escondido, CA 92025
Results-oriented Life Insurance Agent provides tailored solutions suiting individual coverage needs. Demonstrates comprehensive understanding of insurance policies and regulations with informed recommendations for appropriate protection options. Passionate cultivator of loyal customer relationships and organizational service quality.
• Insurance sales strategy • Streamlining processes
• Performance tracking • Underwriting
• New revenue streams • Closing deals
• Key relationship management • Account updating
• Multi-line telephone operations • Building rapport
• Call center experience • Licensed life insurance agent within 8 states LIFE INSURANCE AGENT
Self Employed, San Diego
Aug 2025 - Present
Provided coverage option information to
assist clients in protecting assets.
•
Maintained high standards of customer
service by building relationships with
clients.
•
Attended continuing education courses
and workshops to gain additional
insurance industry knowledge.
•
Explained advantages, features, and
disadvantages of various policies to
promote sale of plans, boosting overall
sales [Number]%.
•
Cultivated customer relationships to
provide customized life insurance
solutions tailored to individual needs.
•
Analyzed customers' financial situations
to recommend appropriate life
•
Jun 2002
HIGH SCHOOL DIPLOMA
Professional Summary
Skills
Experience Education
insurance policies.
Increased sales of life insurance
products through tactical customer
outreach.
•
TELLER
Wells Fargo, Solana Beach, CA
Jun 2023 - Dec 2025
Monitored and reported suspicious
activity in line with bank security
policies.
•
Maintained high levels of
professionalism while interacting with
customers via phone or email.
•
Performed outbound calling campaigns
to promote new products or services.
•
Answered incoming calls and provided
highest level of professionalism and
knowledgeable service to every
customer.
•
Developed effective working
relationships with team members across
multiple departments.
•
Identified opportunities to upsell
additional products or services when
appropriate.
•
Kept records of customer interactions or
transactions, thoroughly recording
details of inquiries.
•
Conferred with customers by telephone
or in person to provide information
about products or services and take
orders.
•
Followed up on requests from
customers in a timely manner.
•
Entered customer transactions into
computers to record transactions and
issue computer-generated receipts.
•
Used customer information to tailor
recommendations to promote or sell
travelers' checks, savings bonds and
cashier's checks.
•
Maintained accurate records of all
transactions and customer interactions.
•
Counted drawers and reconciled
remaining cash to accost for deposits
and dispersals.
•
Adhered to financial services security
and audit procedures.
•
Ordered checks, placed stop payment
orders and conducted additional special
•
services for customers.
Trained employees on cash drawer
operation.
•
Explained account information to
customers in detail as needed.
•
Resolved problems or discrepancies
concerning customers' accounts.
•
Prepared reports on membership
trends based on data analysis of
customer interactions.
•
Promoted available products and
services to customers during service,
account management and order calls.
•
Updated system with order specifics and
customer details, preferences, and
billing information.
•
Collected deposits or payments and
arranged for billing.
•
Utilized problem solving skills to resolve
customer issues in a timely manner.
•
Responded to member questions
regarding enrollment, claims, benefits,
referrals and pre-authorizations.
•
Advised customers on product features
and benefits relevant to their needs.
•
Educated customers on use of banking
website and mobile apps.
•
Answered customer inquiries regarding
account balances, transaction history,
services charges and interest rates.
•
Processed customer transactions
promptly, minimizing wait times.
•
CUSTOMER SERVICE/ADMINISTRATOR
Frontwave Credit Union, Oceanside, CA
May 2025 - Sep 2025
Completed highly accurate, high-volume
money counts via both manual and
machine-driven approaches.
•
Identified sales opportunities and
referred customers to branch partners
in financial services.
•
Processed customer transactions
promptly, minimizing wait times.
•
Educated customers on use of banking
website and mobile apps.
•
Answered telephone inquiries on
checking and savings accounts, loans,
and lines of credit.
•
Answered customer inquiries regarding
account balances, transaction history,
services charges, and interest rates.
•
Maintained accurate records of
customer transactions in line with bank
procedures.
•
VACATION PLANNER
MVW
US
Jan 2024 - Oct 2024
MEMBER RELATIONSHIP SPECIALIST
North Island Credit Union, Encinitas, CA
Feb 2023 - Apr 2023
• This Credit Union
OWNER
Haven Customs, San Diego, California
Jan 2017 - Jan 2022
Managed the daily operations related to
customer service, inventory
management, and marketing.
•
Maintained a high standard of customer
service through quality assurance
checks.
•
Negotiated contracts and agreements
with business partners, vendors, and
customers.
•
TELLER
Usa Bank
US
Jan 2010 - Jan 2012
• Licensed life insurance agent within 8 states
SPANISH
Intermediate
Certifications
Languages
Contact this candidate