Professional Summary
Bilingual and detail-oriented professional with over 4 years of experience in insurance
customer service, administrative support, and accounting. Skilled in customer relations,
data entry, and financial transaction management. Seeking a challenging role as an
Insurance Customer Service Representative where I can apply my organizational skills,
accounting knowledge, and bilingual abilities.
Key Skills
• Bilingual in English and Spanish
• Sage & QuickBooks software
• Accounting and bank reconciliation
• Customer service and communication
• Detail-oriented and organized
• Problem-solving and team collaboration
Professional Experience
Green 60 – Newport Beach, CA
Accounting Assistant | October 2024 – December 2025
• Entered bank transactions and cash receipts using Sage
• Recorded checks and maintained accurate transaction logs
• Filed monthly payroll taxes (Forms 940 and 941)
• Handled tax extensions and supported general bookkeeping
• Used QuickBooks for financial tracking and client accounts
Nava Insurance – Lake Forest, CA
Insurance Agent | October 2020 – November 2023
• Sold auto, medical, life, and DMV registration insurance
• Educated clients on policy benefits and coverage options
• Built and maintained strong client relationships
• Quoted rates and created customized protection plans
• Evaluated client needs through scheduled appointments
Private Employment – Newport Beach, CA
Personal Assistant | March 2019 – July 2019
• Handled financial and document submissions
• Organized appointments and prepared meeting materials
• Assisted with errands and scheduling
Education
Santiago High School – Garden Grove, CA
High School Diploma |
LOOKING FOR REMOTE JOB
714-two-five-3 six-cero-5-nine
Principals only. Recruiters, please don't contact this poster.