Roberto A. Puga
Commercial Insurance Agent
Silt,CO
Summary
3 years of experience working in a medical facility and 2 years in an insurance agency. Capable of working independently or efficiently with a team, and committed to providing high quality service to every project assigned, with focus on safety, and carrying out company mission. Professional, open minded, and motivated individual who consistently performs in challenging and changing environments.
Overview
6
6
years of professional experience
9
9
years of post-secondary education
1
1
Language
Work History
Commercial Lines Agent
Glenwood Insurance Agency
Glenwood Springs, CO
10.2019 - Current
- Assisted Producer with direct client experience, servicing and up selling.
- Serviced policies for 2 books of business within organization.
- Called insurance carriers to resolve issues directly for clients.
- Responsible for coordinating and maintaining producers client schedule.
- Utilized excellent communication skills with clients and department staff.
- Exuded a high degree of professionalism and customer service.
- Assisted in new hire training.
- Responsible for identifying sales opportunities for insurance plans.
- Assisted in policy renewals and information accuracy.
- Responsible for processing endorsements and policy changes with accuracy.
Manager of Reception Services
Glenwood Medical Associates
Glenwood Springs, CO
08.2017 - 09.2019
- Oversaw Reception Services operations and staff for 3 locations.
- Assisted Director of Business Services in hiring department staff.
- Utilized excellent communication skills with patients and department staff.
- Responsible for training new employees for Reception Services.
- Assisted in Patient Financial Services with billing questions and payment plans.
- Responsible for coordinating and maintaining both Physician and department schedules.
- Assisted Chief Executive Officer in various projects and recommendations.
- Exuded a high degree of professionalism and customer service.
Front Desk Receptionist
Glenwood Medical Associates
Glenwood, Springs, CO
03.2016 - 08.2017
- Assisted in increasing efficiency of patient visit times.
- Assisted patients with the check in procedures and appointment creation.
- Reviewed patient’s personal information & corrected as necessary.
- Answered various phone calls responding to patient’s various question.
- Assisted in new hire training & organization.
Sales Rep
Verizon Wireless, Puppy Smith Dr
Aspen, CO
06.2015 - 01.2016
- Responsible for establishing, developing & maintaining customer relationships.
- Excellent customer service was priority on the sales floor.
- Promoted new products & made efforts to up-sale customer.
- Accountable for selling and securing orders for customers.
- Rotated inventory check bi-weekly & marketing updates.
Education
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Glenwood Springs Highschool
01.2010 - 01.2014
Bachelor of Science - BSBA in Finance
Colorado Mountain College
01.2017 - 12.2021
Skills
Account management
Account retention
Commercial lines
Bilingual (English & Spanish)
Strong Multi-Tasking
Strong Analytical
Strong Interpersonal
Strong Verbal & Written Communication
Timeline
Commercial Lines Agent
Glenwood Insurance Agency
10.2019 - Current
Manager of Reception Services
Glenwood Medical Associates
08.2017 - 09.2019
Bachelor of Science - BSBA in Finance
Colorado Mountain College
01.2017 - 12.2021
Front Desk Receptionist
Glenwood Medical Associates
03.2016 - 08.2017
Sales Rep
Verizon Wireless, Puppy Smith Dr
06.2015 - 01.2016
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Glenwood Springs Highschool
01.2010 - 01.2014