Julia Swanson
Phoenix
Summary
Resilient and adaptable team player with experience in client relations and customer assistance. Skilled in problem-solving and collaboration, contributing to positive client experiences and effective service delivery.
Overview
1
1
Certification
1
1
year of professional experience
Work History
Server
Manhattan Beach Lodge
Cross Lake, MN
05.2026 - Current
- Provided prompt and attentive service to guests, ensuring a positive dining experience.
- Assisted in menu presentations and explained daily specials to enhance guest satisfaction.
- Collaborated with kitchen staff to ensure timely food delivery and quality control.
- Maintained cleanliness and organization of dining areas, adhering to health standards.
Server
The Wharf
Cross Lake, MN
05.2026 - Current
- Processed customer orders accurately using point-of-sale systems for efficient transactions.
- Handled customer inquiries and resolved issues swiftly to maintain service quality.
- Adapted quickly to changing priorities during peak hours while maintaining composure.
- Supported team members by sharing knowledge of menu items and service techniques.
Insurance Sales Intern
WA Group
Winona, MN
05.2025 - 08.2025
- Obtained Property and Casualty insurance sales license.
- Assisted in developing sales presentations to enhance client engagement.
- Conducted market research to identify potential clients and enhance outreach strategies for policy sales.
- Assisted in developing client relationships, ensuring personalized service and support throughout the insurance process.
- Supported client acquisition strategies with pipeline management and lead qualification.
- Gained extensive knowledge of company products and services, allowing for confident communication with prospects and clients.
Education
Bachelor of Science - Finance
Grand Canyon University
Phoenix, AZ12-2025
Skills
- Client relations
- Customer assistance
- Resilience under pressure
- Networking
- Strong work ethic
- Hospitality service expertise
- Attention to detail
- Team collaboration
- Investment research
Accomplishments
- Achieved high honors in Bachelors of Science in Finance Degree.
Certification
- Obtained Property & casualty license in insurance sales.
Timeline
Server
Manhattan Beach Lodge
05.2026 - Current
Server
The Wharf
05.2026 - Current
Insurance Sales Intern
WA Group
05.2025 - 08.2025
Bachelor of Science - Finance
Grand Canyon University