Alyxzandra Orta
Houston,TX
Summary
Knowledgeable and dedicated sales and customer service professional with 5 years of relevant experience delivering exceptional customer service through sales, and account management. Solid team player with outgoing, positive demeanor and proven track record in establishing rapport with clients, problem solving, identifying sales opportunities, and exceeding sales targets. Motivated to maintain customer satisfaction and contribute to department and team success. Specialize in handling customer inquiries, account management, and utilizing CRM systems. Articulate, energetic and results-oriented with exemplary passion for communication, and providing a world class experience for customers.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Member Services Specialist
U.S. LawShield
11.2022 - Current
- Handled a high volume of inbound and outbound calls where I collaborated with members to assess their Insurance needs and recommend appropriate coverage.
- Investigated and resolved customer inquiries and complaints in a quick and timely manner.
- Maintained up-to-date knowledge of product and service changes.
- Process members transactions, including payment processing, policy changes, renewals, and cancellations.
- Collaborate with other departments to exceed Quality assurance and key performance indicators such as; call handling time, first call resolution, and customer satisfaction scores.
- Contributed to team goals by exceeding individual performance targets and sales quotas.
- Proficiently utilize CRM systems to track leads, manage accounts, and document sales activities.
- Trained new personnel regarding company operations, policies and services.
Licensed Insurance Agent
GEICO
11.2021 - 11.2022
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
- Provided exceptional customer service to new and existing clients by addressing inquiries, explaining available coverages, products and finalizing policy details.
- Upsold additional products and services after identifying customer needs and requirements.
- Achieved and exceeded sales targets through engagement and effective sales techniques.
- Account management including processing policy changes, endorsements and account updates.
Sales Associate
Conn's Home Plus
07.2020 - 11.2021
- Provided personalized customer service, assisting clients in selecting furniture pieces that align with their preferences and needs.
- Upsold accessories, extended warranties, installation, and additional furniture pieces.
- Demonstrated product knowledge, highlighting benefits, features, and manufacturing details.
- Processed customer orders accurately, ensuring proper documentation and timely communication of delivery schedules.
- Adhered to company policies regarding financial transactions, payment processing, and credit applications.
- Collaborated with fellow sales associates, managers, and staff to achieve personal and store goals.
Customer Sales Representative
TrueRock compression supply
02.2019 - 01.2020
- Responded to customer calls and emails to answer questions about products and services.
- Prepared and processed contracts and order forms for new and existing customers
- Worked with purchasing and delivery teams to assess, update and optimize delivery dates for customers
- Utilized CRM systems such as SAGE to manage customer accounts, track sales and maintain accurate records.
- Developed and maintained strong working relationships with professionals within assigned territory.
Administrative Assistant
Truerock compression supply
02.2019 - 01.2020
- Efficiently managed office operations by handling phone calls, emails, and greeting visitors.
- Processed customer orders accurately and within agreed timeframes to meet service standards.
- Performed accurate data entry tasks, maintaining up-to- date records, appointments, and customer account management.
- Proficient in using Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and other relevant software.
- Collaborated with vendors to negotiate contracts and ensure cost effective supply procurement.
Education
High School Diploma -
Morton Ranch High School
Katy, TX05.2018
Skills
- Account Management
- Customer Service
- Strong verbal and written communication
- Problem solving
- Attention to detail
- Time management
- Technical proficiency in Microsoft Office including Excel, Word, Outlook, Onedrive, Teams and PowerPoint
- Proficient in using CRM software platforms such as Salesforce to document customer accounts
Certification
- Property & Casualty License
- Life & Health Insurance License
Timeline
Member Services Specialist
U.S. LawShield
11.2022 - Current
Licensed Insurance Agent
GEICO
11.2021 - 11.2022
Sales Associate
Conn's Home Plus
07.2020 - 11.2021
Customer Sales Representative
TrueRock compression supply
02.2019 - 01.2020
Administrative Assistant
Truerock compression supply
02.2019 - 01.2020
High School Diploma -
Morton Ranch High School
Similar Profiles
Marcea HerronMarcea Herron
Senior Recruiter at U.S. LawShieldSenior Recruiter at U.S. LawShield
Krystle LamptonKrystle Lampton
Community Care Center Specialist - 2 at U.S. LawShieldCommunity Care Center Specialist - 2 at U.S. LawShield
Hilda NinoHilda Nino
Community Care Center Spc-2 CCCS11 at U.S. LawShieldCommunity Care Center Spc-2 CCCS11 at U.S. LawShield