(555) 432-1000,
Montgomery Street, San Francisco, CA 94105
Professional Summary

Enthusiastic, outgoing and fashion-savvy Associate proficient at building positive relationships with new and existing customers by offering superior customer service. Persuasive general lines Insurance agent with expertise in assessing client needs, advising on coverage options and monitoring insurance claims. Energetic and communicative professional with 5 years of experience with auto insurance products. Proficient in job-related software, including E-agent and POS. Dedicated to developing meaningful clientele and offering best solutions for insurance coverage.

  • Customer-oriented
  • Active listening skills
  • POS systems knowledge
  • Motivated team player
  • Fluent in [SPANISH and conversational in ENGLISH]
  • Willigness to learn new important skills.
  • Auto insurance
  • Ability to learn new required skills.
  • Adaptability to changing situations ( job tasks, reporting relationships,


  • Building relationships with customers and stakeholders
  • Influencing others without authority.
  • Policy renewals
  • Quotes and sales
  • Licensed Insurance Agent
GOLD COAST SCHOOLS Doral, FL, Expected in 06/2019 Real State Sales Associate : Real Estate - GPA :
Florida Ntional University ( FNU) Hialeah, FL Expected in 05/2010 Associate of Science : Accounting - GPA :
  • [3.15] GPA
Work History
Yountville, CA, 09/2016 - 02/2020
  • Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
  • Maintained high standards of customer service by building relationships with clients.
  • Upsold additional products and services after identifying customer needs and requirements.
  • Obtained underwriting approval by completing application for coverage.
  • Sold auto, home, and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
  • Approached potential clients by using direct marketing techniques, including mailings and phone contacts.
  • Enhanced insurance agency reputation by accommodating new and different requests and by exploring opportunities to add value.
  • Scheduled fact-finding appointments and consultations to determine client needs and overall financial situations.
  • Explained advantages, features and disadvantages of various policies to promote sale of plans, boosting overall sales.
  • Utilized direct marketing strategies such as mailings and phone contracts to approach potential clients and increase sales by 60%.
City, STATE, 01/2008 - 12/2015
  • Obtained building specialty permits from local jurisdictional agencies.
  • avoided delays by efficiently following through with all sites inspections in a timely manner.
  • prepared and followed through on all required punch lists.
  • coordinated utility service providers according to project schedules.
  • provided safety kits to all construction personnel, which complied with safety protocols for the job site.
  • Scheduled all sub-contractors material deliveries.
AMSCOT - Assistant Leader
City, STATE, 06/2012 - 12/2013
  • Assist branch leader with entire operations of branch locations, including but not limited to management of all financial services, supervision and management of all employees assigned to branch and maintenance of customer service and satisfaction according to company standards and expectations.
  • Essential Functions:
  • Maintain the highest degree of professionalism, integrity, enthusiasm and efficiency of branch location.
  • Support tellers/leader trainees by verifying and approving transactions.
  • Work closely with and provide necessary feedback to Branch leader and District leader on any matter concerning the operations of the branch, as well as any employee issues.
  • Ensure proper documentation is complete and regulatory reporting is performed according to company policy, as well as legal regulations.
  • Ensure operational and compliance requirements are being met by all employees and all security procedures are being followed.
  • Assist FSAs with troubleshooting any issues that require special handling,acting as a resource in resolving issues.
  • Detailed program operations and participant activities with comprehensive recordkeeping.
  • Collaborated on program operations with Branch Leader, including offering feedback from participants and improvement recommendations.
  • Collaborated on program operations with Branch Leader, including offering feedback from participants and improvement recommendations.
Additional Information
RECEPCIONIST, 06/2005 to 12/2007
  •  Provided customer service. 
  •  Answer Phones.
  • Enter properties Listings.
  • Give and receive keys for different properties. 
  • Take out of system sold properties.
  • Make appointments for the different realtors. 
  • Send faxes and multitask.      

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Resume Overview

School Attended

  • Florida Ntional University ( FNU)

Job Titles Held:

  • Assistant Leader


  • Real State Sales Associate
  • Associate of Science

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