Open to opportunities

Leticia Guzman

@leticiaguzman

Client-focused licensed life insurance agent delivering organized, welcoming support and seamless appointment coordination.

United States

Message

What I'm looking for

I’m looking for a client service role where I can combine licensed insurance support with front-desk professionalism, meticulous scheduling, and confidential records management to deliver a smooth, trusted experience.

I’m a warm, highly organized client service professional with 20+ years of experience creating positive customer experiences through professionalism, reliability, and attention to detail. I coordinate schedules, manage confidential information, and support day-to-day operations so clients feel welcomed and valued.

As a Licensed Life Insurance Agent & Client Support Specialist, I guide clients through application and enrollment processes, maintain accurate records, and manage client communications and appointments. I’ve also served as a Front Desk-style point of contact—handling calendar management, reception/guest services, and administrative support—while building trust through responsiveness and service-focused follow-through.

Experience

Work history, roles, and key accomplishments

Current

Licensed Life Insurance Agent

Current

Pinnacle Life Group

Aug 2024 - Present (1 year 10 months)

Guided clients through life insurance application and enrollment processes while maintaining accurate records and confidential information. Scheduled appointments and managed client communications with strong responsiveness.

Appointment Scheduling Enrollment Confidentiality Calendar Management Records Management Customer Communications Administrative Support Microsoft Office

Current

Licensed Life Agent

Current

Pinnacle Life Group

Aug 2024 - Present (1 year 10 months)

Guided clients through life insurance application and enrollment while maintaining accurate records and confidential client information. Scheduled appointments and managed client communications with professionalism and responsiveness.

Client Onboarding Appointment Scheduling Records Management Confidentiality Client Communication Calendar Management Customer Service Administrative Support

Current

Client & Household Coordinator

Current

Smoljan Family

Aug 2020 - Present (5 years 10 months)

Served as the primary point of contact for scheduling, communications, and daily coordination. Managed calendars, appointments, vendors/contractors, and travel arrangements while maintaining confidential documentation.

Client Relations Appointment Scheduling Calendar Management Vendor coordination Travel Arrangements Administrative Support

Household Manager & Admin

Malinski Family

Jan 2016 - Jan 2020 (4 years)

Coordinated household schedules, appointments, transportation, and activity planning in a welcoming, service-focused environment. Managed records, purchasing, vendor coordination, and day-to-day administrative support.

Household Administration Scheduling Appointment Coordination Transportation Coordination Purchasing Support Vendor coordination Records Management Administrative Support

Household Manager & Admin Support

Malinski Family

Jan 2016 - Jan 2020 (4 years)

Coordinated household schedules, appointments, transportation, and activity planning while maintaining an organized, welcoming environment. Managed records, purchasing, vendor coordination, and day-to-day administrative responsibilities.