Adali Padilla
Katy,TX
Summary
Dependable Assistant Account Manager with experience in policy administration, claims processing, and customer service. Strong organizational skills paired with knowledge of insurance regulations contribute to effective risk assessment. Demonstrates ability to streamline operations, improve accuracy, and deliver quality client experiences in current and past positions.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Assistant Account Manager
Pathfinder LL&D
Houston, TX
05.2024 - Current
- Managed incoming calls from customers regarding product inquiries, complaints, and feedback.
- Drafted renewal letters outlining policy changes or updates.
- Ensured the accuracy of all documentation, including applications, loss runs, and certificates of insurance.
- Prepared proposals for new business, renewals and endorsements.
- Processed claims efficiently by following established procedures and providing timely feedback to customers.
Customer Service Representative
State Farm
Katy, TX
08.2024 - 04.2025
- Answered customer inquiries via phone, email, and chat.
- Actively participated in training sessions to stay up-to-date on changes in regulations related to insurance policies.
- Assisted with resolving complex claims or billing disputes in a timely manner.
- Provided quotes on various types of insurance policies.
- Utilized CRM software to document customer interactions, feedback, and resolutions.
Receptionist
Sewell Mercedes Benz
Houston, TX
08.2023 - 06.2024
- Answered incoming calls, took messages, and transferred calls to appropriate departments or personnel.
- Assisted with special projects assigned by management when required.
- Handled mail distribution, including sorting and forwarding incoming mail and preparing outgoing mail.
- Served visitors by greeting, welcoming and directing to appropriate personnel.
Education
Some College (No Degree) -
Lone Star College
Houston, TXSkills
- Microsoft Excel
- Microsoft office
- Account servicing
- CRM software
- Applied Epic software
- Spanish Speaker
- Effective communication
- Adaptability
Certification
- P & C License
Languages
Spanish
Native/ Bilingual
Japanese
Limited
Timeline
Customer Service Representative
State Farm
08.2024 - 04.2025
Assistant Account Manager
Pathfinder LL&D
05.2024 - Current
Receptionist
Sewell Mercedes Benz
08.2023 - 06.2024
Some College (No Degree) -
Lone Star College
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