Conducted customer needs assessments to identify appropriate coverage levels and options.
Advised clients on their insurance needs and coverage options based on individual requirements.
Explained coverage options to potential policyholders, answering questions or concerns.
Member Service Representative
Space City Credit Union
Clute
03.2023 - 05.2024
Cross-sell other credit union products and services including investments, consumer loans, insurance, mortgages, home equities, credit cards and refer them accordingly to the loan department
Opening and setting up all new account types including shares, checking, CDs, IRAs, business accounts, minor and more
Interview new and existing members and gather information that will allow to assist with their specific needs
Unit Secretary
CHI St. Luke's
Lake Jackson
11.2021 - 12.2022
Scheduled appointments with the healthcare providers within the unit
Managed office and medical supplies for the department
Assisted patients when they arrive at the department for care
Member Service Representative
TDECU
Lake Jackson
10.2020 - 09.2021
Participated in monthly and quarterly financial community development activities to support the Credit Union's Mission, Vision, Purpose and Values
Created relationships between customers and Insurance, Wealth Advising and Mortgage partners in order to achieve company sales milestones
Processed basic and complex teller transactions such as deposits, withdrawals, wire requests and check negotiations amid COVID-19 pandemic policies
Education
Associate of Applied Science - Human Resources Development
Brazosport College
Lake Jackson
12-2025
Skills
Customer Support Expert
Sales Expert
Business Development Expert
Problem Solving Expert
Relationship Building
Certification
Google Data Analytics, Coursera, 08/01/22
Texas Notary Public, The Secretary of State, 05/06/25
Personal Lines Property & Casualty Insurance License, Texas Department of Insurance 06/14/26
Languages
English, Native speaker
Spanish, Native speaker
Timeline
DC Inside Sales Specialist
Allstate Insurance Co
05.2024 - Current
Member Service Representative
Space City Credit Union
03.2023 - 05.2024
Unit Secretary
CHI St. Luke's
11.2021 - 12.2022
Member Service Representative
TDECU
10.2020 - 09.2021
Associate of Applied Science - Human Resources Development