Alex Jaffe Email & Phone Number

San Francisco, CA, US

San Francisco, California, United States

XILO is on a mission to help insurance agencies compete against rising digital competition in personal, commercial and life and health lines of business. With VCs investing billions of dollars into up and coming D2C direct writers and those same digital agencies now going public, agencies need to modernize their processes to continue to dominate the.

San Francisco Bay Area

• Developed sales skills including prospecting methodologies, phone/email outreach techniques, and qualifying frameworks
• Introduced to sales technologies such as Salesforce, Outreach, & LinkedIn Sales Navigator

Sonoma, California, United States

• Assisted winemaking team in all aspects of vinification process such as inoculations, punch downs, pump overs, cellar aging, and juice & wine sampling/analysis
• Aided Cellar Master in cellar work such as safe forklift operation, set up and maintenance of grape sorting, crushing, & processing machinery
• Recorded cellar work on work orders while maintaining complete and up-to-date inventory for all wines in storage & barrels

Oakland

• Provide excellent customer service in all interactions with clients
• Consistently collect, wash and restock all glass and barware and efficiently and continuously re-stock bartender serving stations
• Perform general duties such as taking out trash, stocking restrooms, and additional duties as requested by management

• Processed invoices for Dean of Students accounting department for multiple University Departments including major student events & fraternity and sorority life
• Managed and processed purchases orders and journal vouchers with attention to detail for orders such as office supplies, catering and award ceremonies using accounting/payment software and Excel
• Collaborated with co-workers to ensure timely and accurate payments were made and documented

San Francisco, California

• Assisted co-workers by filing surplus lines tax forms and sending invoices to Burns & Wilcox clients
• Learned professional skills including managing deadlines and general office tasks and became proficient with financial management software for client invoicing