Alan Gonzalez
Peoria,AZ
Summary
Passionate and forward-thinking professional with over 6 years' experience in the banking & financial services industry, with extensive knowledge in insurance claims & handling. Team-oriented, driven, and optimistic with strong interpersonal skills with a proven track record of connecting with clients, valuable partners, and co-workers across all levels of management. Excels in fast-paced work environments with an ability to maintain composure in even the most stressful situations.
Overview
9
9
years of professional experience
Work History
Courier
Capsule Pharmacy
2024.02 - Current
- Greeted recipients, delivered packages, and parcels and acquired proper signatures for all deliveries.
- Completed daily delivery assignments while adhering to strict time constraints, ensuring consistent service quality.
- Enhanced customer satisfaction through timely deliveries and professional communication with clients.
Car Salesperson
Midway Chevrolet
2023.11 - 2024.01
- Set priorities for the team to ensure task completion and performance goals were met, such as: quality assurance, safety adherence, and customer satisfaction surveys.
- Negotiated purchase prices and explained sales, warranty, and optional products.
- Cultivated strong relationships with clients, resulting in numerous referrals and repeat customers.
Insurance Claim Adjuster
USAA Bank
2018.02 - 2022.10
- Developed positive relationships with policyholders, fostering trust through transparency during the claim process.
- Acquired and applied proficient knowledge of P&C (property and casualty) insurance policy contracts to appropriately distribute funds setting overages, and USAA-specific claim handling process and procedures.
- Utilized Xactimate, a software program which provides property claim estimates, to ensure accurate pricing on complex claims and valuation assignments.
- Improved customer satisfaction by providing timely updates and resolutions to their claims inquiries.
- Enhanced team productivity by mentoring new adjusters in best practices and industry standards.
Personal Banker & Business Advocate
Wells Fargo
2015.06 - 2017.08
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Provided direct supervision, mentoring and leadership to tellers, and collaborated closely with lead tellers to ensure maximum productivity across the board in order to meet branch metrics efficiently.
- Responsible for interviewing potential candidates and afterwards selecting individuals to be part of the Wells Fargo team.
- Conducted proper orientation for new-hires, which included training, scheduling, and coaching for performance management purposes to ensure a collaborative and productive staff.
Education
Associate of Arts - Liberal Arts And General Studies
Glendale Community College
Glendale, CA09.2017
High School Diploma -
Glendale High School
Glendale, AZ05.2009
Skills
- Bilingual
- Knowledge of Branch Operations & Protocols
- Customer Satisfaction
- Client Relationship-Building
- High Emotional Intelligence
- Team-Oriented Mindset & Encouragement
- Interviewing & Recruitment
- Performance Management & Improvement
- Sales Expertise
- Proficient in Microsoft Office Software (Word, Excel, Outlook, PowerPoint, and Teams)
- Experience in Leadership Roles
- Xactimate Level 1 Certified
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Courier
Capsule Pharmacy
2024.02 - Current
Car Salesperson
Midway Chevrolet
2023.11 - 2024.01
Insurance Claim Adjuster
USAA Bank
2018.02 - 2022.10
Personal Banker & Business Advocate
Wells Fargo
2015.06 - 2017.08
Associate of Arts - Liberal Arts And General Studies
Glendale Community College
High School Diploma -
Glendale High School
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