Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Bernardino Treviño-Cavazos

Houston,Texas

Summary

Goal oriented and attentive bilingual insurance agent with 3 years of experience. Certified in over Personal Line Agent. Highly skilled in Organization and passionate about helping clients find a policy they can rely on

Overview

5
5
years of professional experience
1
1
Certification

Work History

CSR Agent

La familia Auto Insurance
Houston, TX
10.2023 - Current
  • Maintained an in-depth knowledge of insurance products and services to provide detailed advice to customers
  • Ensured accurate documentation and timely follow-ups to meet customers' expectations
  • Assisted clients with insurance inquiries and policy information.
  • Maintained accurate records of client communications and transactions.
  • Resolved customer complaints by providing effective solutions promptly.

CSR Agent

Fred Loya
Houston, TX
03.2023 - 09.2023
  • Developed and maintained relationships with clients to ensure customer satisfaction
  • Answered inquiries from policyholders
  • Educated clients on available options

Agent

A1 Auto Insurance
Houston, TX
08.2022 - 03.2023
  • Managed auto insurance claims with state regulations and company policies
  • Interviewed clients
  • Explained insurance features
  • Provided guidance on policy selection
  • Provided fast and accurate service to customers

Shift Leader

Burger King
Houston, TX
04.2020 - 08.2022
  • Managed daily transactions
  • Maintained high standards of cleanliness and sanitation in all work areas
  • Trained and mentored new employees
  • Handled opening and closing procedures

Education

High School Diploma -

North Shore Senior High
Houston, TX
05-2020

Skills

  • Client interviews
  • Needs analysis
  • Product and regulatory knowledge
  • Time management
  • Bilingual
  • Quoting and pricing policies
  • Insurance sales strategy
  • Customer relationship management
  • Client communication

Certification

Certified Personal Lines Agent, 05/15/23

Languages

English
Full Professional
Spanish
Full Professional

Timeline

CSR Agent

La familia Auto Insurance
10.2023 - Current

CSR Agent

Fred Loya
03.2023 - 09.2023

Agent

A1 Auto Insurance
08.2022 - 03.2023

Shift Leader

Burger King
04.2020 - 08.2022

High School Diploma -

North Shore Senior High

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