Open to opportunities

Noelia Becerra Rocha

@noeliabecerrarocha

Message

Experienced office manager with a strong background in customer service.

United States

Message

What I'm looking for

I am looking for a role that values teamwork and offers growth opportunities.

I am a dedicated office manager with a Bachelor’s of Arts Degree in Ethnic Studies from the University of California, Riverside. My professional journey began at Calvo Insurance Agency, where I have honed my skills in customer service and sales management. Over the past few years, I have successfully overseen the Customer Service and Sales Departments, ensuring that our team remains knowledgeable about the insurance market and adaptable to changes that drive agency growth.

In my role, I have developed incentives for staff, managed payroll and commissions, and maintained strong relationships with referral partners. My ability to track ROI and assist in launching new systems has been pivotal in enhancing our operational efficiency. I pride myself on my leadership skills, critical thinking, and problem-solving abilities, which have enabled me to retain a substantial book of business and foster a collaborative team environment.

Experience

Work history, roles, and key accomplishments

Customer Service and Sales Representative

Calvo Insurance Agency

Oct 2022 - Present (2 years 8 months)

Retained a book of business with approximately 2000 policies and cross-sold other products to existing clients. Handled document processing, payments, policy reviews, and onboarding meetings with new clients.

Customer Service Sales Payment Processing Policy Reviews Onboarding Scheduling Communication

Office Manager

Calvo Insurance Agency

Sep 2020 - Present (4 years 9 months)

Oversaw and assisted Customer Service and Sales Departments, maintaining updated knowledge of the insurance market and company appetite. Developed incentives for staff, managed agency budget, and handled hiring and training.

Management Business Analysis Budget Management Human Resources CRM Communication Leadership Problem Solving

Agency Producer

Calvo Insurance Agency

Feb 2020 - Present (5 years 4 months)

Quoted, followed up on leads, and built rapport with clients by sharing knowledge on insurance products. Maintained professional relationships with referral partners and underwrote new business to dictate insured needs.

Sales Lead Generation Client Relationship Management Underwriting Networking Communication

Telemarketer

Calvo Insurance Agency

Nov 2019 - Present (5 years 7 months)

Conducted cold calls with the goal to schedule appointments for the Sales Department. Created lead lists based on company appetite.

Telemarketing Cold Calling Lead Generation Appointment Setting Sales Support Communication

Head Cashier; Sales Associate Supervisor

The Home Depot

Jan 2018 - Present (7 years 5 months)

Executed supervisor duties such as ordering merchandise, reporting to superiors, and delegating tasks to fellow associates. Supervised and managed the Front End team, providing a safe and efficient environment for cashiers and customers.