Adriana Chavez

Delivered expert advice on personal and commercial insurance products to clients.
Quoted and bound policies from various carriers to align with client needs.
Maintained strong client relationships through proactive communication and follow-up activities.
Processed policy changes, renewals, claims support, and account servicing efficiently.
Achieved sales targets by generating leads and identifying cross-selling opportunities.

Responded to public inquiries regarding judicial procedures and court dates.
Prepared and issued court orders, warrants, subpoenas, and citations.
Maintained court dockets, case dispositions, and jury records.
Utilized CJIS system for accurate reporting and data entry.

Educated clients on insurance products, ensuring alignment with specific needs and coverage options.
Managed policy quotes, bindings, renewals, and endorsements for seamless transactions.
Delivered exceptional customer support and claims assistance to enhance client satisfaction.
Upsold additional products based on thorough identification of client needs.

Executed accurate handling of deposits, withdrawals, and cashier’s checks.
Provided exceptional customer service to foster client loyalty and trust.
Balanced transactions daily by reconciling cash drawers effectively.

Oversaw daily operations of dental office, enhancing efficiency and patient services.
Managed front desk responsibilities, ensuring optimal patient experience and satisfaction.
Verified insurance coverage and processed patient claims accurately and promptly.
Handled bookkeeping duties and managed patient billing to maintain financial integrity.