Allan Veloso
Miami
Summary
Experienced Customer Service Representative fluent in English and Spanish language. Professional employee dedicated to providing excellent service to current and new customers. Comfortable working in fast-paced environment attending to customer service needs including incoming calls, product questions, issue resolution and order processing.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Customer Service Representative
BetterWase
05.2025 - Current
- Responded to customer requests for products, services, and company information.
- Increased efficiency and performance by monitoring team member productivity and providing feedback.
- Reduced process inconsistencies and effectively trained team members on best practices and protocols.
- Presented professional image consistent with company's brand values.
- Identified new business opportunities through cold calling, networking, marketing and prospective database leads.
- Followed up with customers after completed sales to assess satisfaction and resolve technical or service concerns.
- Informed customers of promotions to increase sales productivity and volume.
Encapsulation Operator
KD Nutra
03.2024 - 05.2025
- Monitored machine operations during production to detect any issues or malfunctions and took corrective actions promptly
- Maintained accurate records of production output, downtime, and quality control checks
- Collaborated with team members to troubleshoot problems and optimize machine performance
- Implemented safety protocols and followed all company policies to maintain a safe working environment
- Ensured that products met quality standards by conducting regular inspections using measuring tools such as calipers or micrometers
- Assisted in the training of new machine operators on equipment operation procedures and safety guidelines
Insurance Sales Agent
Aurora insurance agency
03.2022 - 06.2023
- Focused primarily on Medicare leads. Received inbound calls, exceeded sales quotas regularly, and obtained 10-20 new clients weekly
- Help clients understand the different benefits they receive from different plans, helping them to analyze and compare to find the best option for their situation
- Built strong relationships with clients through effective communication and personalized service
- Analyzed customer needs and recommended appropriate insurance products to meet their specific requirements
- Provided accurate quotes, explained coverage options, and assisted clients in selecting suitable policies
- Managed a high volume of incoming calls, emails, and inquiries from potential customers
- Conducted thorough policy reviews with existing clients to identify opportunities for additional coverage or cost savings
- Developed comprehensive knowledge of insurance products, industry trends, and competitor offerings to effectively address client concerns and objections
Health Insurance Agent
Optimum Health Associates
10.2020 - 01.2022
- Educated clients on various health insurance plans, coverage options, and policy details to help them make informed decisions
- Analyzed client needs and recommended appropriate health insurance products based on their individual requirements
- Managed the entire sales process from prospecting and lead generation to closing deals and following up with post-sales support
- Provided exceptional customer service by promptly addressing inquiries, resolving issues, and processing policy changes accurately
- Stayed updated on industry trends, market conditions, and changes in healthcare legislation to provide accurate information to clients
Education
Associate's degree - Business Administration
Miami Dade College
09.2025
High school or equivalent - Engineering
Terra Environmental Research Institute
Miami, FL06.2018
Skills
- Outbound calling
- Food service management
- Food handling (3 years)
- Negotiation
- Outside Sales (2 years)
- Supervising experience (3 years)
- Upselling (2 years)
- Cold Calling (2 years)
- Guest services
- Inside Sales (2 years)
- Telemarketing
- Telemarketing (2 years)
- Sales (2 years)
- Outside sales
- CRM software
- Crew Member
- CRM Software (2 years)
- Customer service (5 years)
- Negotiation (2 years)
- Microsoft Office
- Insurance sales
- Customer service
- Shift Supervisor
- Inside sales
- Restaurant experience
- Upselling
- Sales
- Insurance sales (2 years)
- Salesforce (2 years)
- Underwriting (2 years)
- Medicare
- Food Service
- Fast Food
- Shift Lead
- Account updating
- Scheduling
- Complaint resolution
- Opening and closing accounts
- Negotiation strategies
- Customer education
- Sales expertise
- Typing proficiency
- Sales closing
Certification
- Life & Health Insurance License
- Life and Health Insurance
- Obtained 2-40 Health Insurance license
- Obtained 2-14 Life and Variable Annuities License
- Supported the expansion of a high-performing book of business through client retention and cross-selling strategies
- Assisted clients nationwide in comparing and enrolling in insurance plans that best matched their healthcare or financial goals
- Insurance Producer License
Languages
English - Fluent
Spanish - Fluent
Timeline
Customer Service Representative
BetterWase
05.2025 - Current
Encapsulation Operator
KD Nutra
03.2024 - 05.2025
Insurance Sales Agent
Aurora insurance agency
03.2022 - 06.2023
Health Insurance Agent
Optimum Health Associates
10.2020 - 01.2022
High school or equivalent - Engineering
Terra Environmental Research Institute
Associate's degree - Business Administration
Miami Dade College