Life/Health Insurance Agent, Sales Rep, Customer Service
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DEBBIE MEZA 2085 High Pointe Drive #204 * Corona, California 92879 * * 714-457-3409 Results-oriented professional dedicated to superior service within company stand ards and passionate about providing the most accurate and timely completion of a ll duties. SUMMARY OF QUALIFICATIONS * Skilled in building and maintaining strong customer relationships to promote company success. * Exceptional communication skills with ability to interact with individuals at all levels. * Strong problem solving skills to resolve issues to satisfaction of management and customers. * Superior organization skills with reliable follow through to handle all busin ess-sector details. * Thrive in fast-paced, team-oriented environments to achieve established goals . * Enjoy encouraging others to succeed in a supervisory capacity. * Proficient in using Microsoft Office, and Lotus Notes. PROFESSIONAL EXPERIENCE HEALTH INSURANCE FIELD SALES REPRESENTATIVE 9-2009 TO PRESENT INSPHERE INSURANCE SOLUTIONS-HEALTH MARKETS National Insurance Company providing services and health insurance to the selfemployed and small business owner. Commission-only Sales Position providing insurance and association benefits to s mall business owners, the self-employed and individuals/families. A strong empha sis on inside sales duties and business-to-business sales in a fast environment. Requires the ability to multi-task and work independently to achieve sales goal s. Strong customer service skills utilized daily. INFORMATION RECORDS SPECIALIST III (DOCUMENT CONTROL) 1-2006 to 9-2009 FLUOR International engineering, procurement, construction, and maintenance service co mpany. * Assist with daily operations for substantial company sector with more than 1, 000 employees responsible for refurbishing and building refinery plants. * Communicate with managers, engineers, and up to 150 suppliers to acquire appr opriate engineering and contract documentation for supplier approval. * Participate in bid conditioning meetings to educate suppliers/vendors on appr opriate document submittal and retrieval procedures. * Mastered use of company's computerized global project management database to input and adjust information related to purchase orders, change orders, transmit tals, and engineer notices. * Resolve document order issues with outside sales representatives daily throug h in-person, phone, and e-mail contact. * Spearheaded 8-month project to compile 120-volume Plant Manual for refinery r efurbishment in Trinidad. * Completed company-sponsored Expediting Training Program with focus on procure ment topics. * Processing and maintenance of Sub-Contractor transmittals/documents for field work on a major refinery project. * Work involved modifying/processing of pdf. files, document processing, scanni ng/imaging, document organization/filing of engineering materials SECRETARY TO THE CONTROLLER 3-1982 to 9-1984 Inmont Fullerton, California
Paint and coatings business * Assisted Controller and accounting department with daily administrative suppo rt and the timely preparation of financial reports. * Assisted department with Accounts Receivable function on a regular basis. BUSINESS MANAGER 4-1981 to 3-1982 Raleigh Hills Hospital Bellflower, California Medical Clinic * Daily management of accounts receivable and collections to eliminate overdue patient accounts. * Daily interaction with patients to develop appropriate payment arrangements f or medical services rendered. * Training and supervision of two employees in accordance with company standard s. * Responsible for community awareness of clinic to promote a larger medical pra ctice * Regular maintenance/updating of patient interaction/payment plans through cor respondence logs. ADDITIONAL EXPERIENCE PART-TIME CLERK 8-2002 to 9-2003 Mervyns Fullerton, California Large retail chain store * Focused customer service employee maintaining all company standards and excel ling at customer service applications. Excelled in: Women's Sportswear, Jewelry, Lingerie, and Home Furnishings. PART-TIME CLERK 6-1999 to 1-2000 JC Penneys Brea, California Large retail chain store * Excelled in commissioned sales departments (Women's Sportswear, Jewelry, and Window Coverings) by developing and maintaining a personal customer file to incr ease sales. Strong emphasis on providing outstanding customer service. Legal secretary for two law firms, supporting five lawyers and one investigator. Secretarial support for a large insurance company. EDUCATION BACHELOR OF ARTS IN ENGLISH January 2010 CALIFORNIA STATE UNIVERSITY Fullerton, California Business Management Coursework * GPA: 3.6 * Golden Key International Honor Socie ty CERTIFICATIONS ACCIDENT AND HEALTH AGENT, LIFE-HEALTH INSURANCE LICENSE-CALIFORNIA License Number: OG78447 Expires: October 2011
Paint and coatings business * Assisted Controller and accounting department with daily administrative suppo rt and the timely preparation of financial reports. * Assisted department with Accounts Receivable function on a regular basis. BUSINESS MANAGER 4-1981 to 3-1982 Raleigh Hills Hospital Bellflower, California Medical Clinic * Daily management of accounts receivable and collections to eliminate overdue patient accounts. * Daily interaction with patients to develop appropriate payment arrangements f or medical services rendered. * Training and supervision of two employees in accordance with company standard s. * Responsible for community awareness of clinic to promote a larger medical pra ctice * Regular maintenance/updating of patient interaction/payment plans through cor respondence logs. ADDITIONAL EXPERIENCE PART-TIME CLERK 8-2002 to 9-2003 Mervyns Fullerton, California Large retail chain store * Focused customer service employee maintaining all company standards and excel ling at customer service applications. Excelled in: Women's Sportswear, Jewelry, Lingerie, and Home Furnishings. PART-TIME CLERK 6-1999 to 1-2000 JC Penneys Brea, California Large retail chain store * Excelled in commissioned sales departments (Women's Sportswear, Jewelry, and Window Coverings) by developing and maintaining a personal customer file to incr ease sales. Strong emphasis on providing outstanding customer service. Legal secretary for two law firms, supporting five lawyers and one investigator. Secretarial support for a large insurance company. EDUCATION BACHELOR OF ARTS IN ENGLISH January 2010 CALIFORNIA STATE UNIVERSITY Fullerton, California Business Management Coursework * GPA: 3.6 * Golden Key International Honor Socie ty CERTIFICATIONS ACCIDENT AND HEALTH AGENT, LIFE-HEALTH INSURANCE LICENSE-CALIFORNIA License Number: OG78447 Expires: October 2011
