Angelica Velazquez
Customer account representative
Steger,IL
Summary
Goal-oriented Insurance Producer effective at dealing with individuals during stressful and confusing situations to address benefits needs and navigate agency structures. Practiced at working with regulatory limits and department standards to handle requirements via email, letter, telephone calls and in person. Offering 5-year background insurance claims. Proven expertise in insurance supplements, service and significant experience doing insurance quotes customer needs. Analyzing documentation, liaising between parties and handling both routine and complex issues each day. Identifies and resolves concerns while promoting new products and meeting sales objectives. Flexible hard worker ready to learn and contribute to team success. Skilled in making people comfortable and Important in any setting. Adaptable and driven with strong work ethic and ability to thrive in team-based or individually motivated settings. Knowledgeable and dedicated customer service professional with extensive experience in Insurance industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization.
Overview
17
17
years of professional experience
Work History
Supplemental Insurance Agent
American Quality Home Improvement
Oswego, United States
05.2017 - 02.2023
- Supplements to the Insurances claims .
- Close out the projects, Payroll, Accounting
- Engaged customers and provided high level of service by carefully explaining details about documents.
- Analyzed customer needs and provided best options, upselling products and services.
- Followed up with customers to check on changing needs and propose new offerings.
- Maintained pleasant and cordial attitude at all times, even when issues arose.
- Wrote policies, finalized documents and filed paperwork.
- Educated and counseled clients about insurance coverage differences and results of decisions to persuasively sell maximum coverage within budget.
- Explained features, advantages and disadvantages of various policies to promote sale of insurance plans.
- Evaluated customer desires and budgetary constraints to pick best policies.
- Communicated with clients by phone and email to answer questions and offer services.
- Supported customers with individualized support and broad knowledge of company products to bring targeted services to individuals with varying needs..
- Reached out to potential clients to schedule appointments.
- Evaluated and pursued sales leads obtained through direct referrals, networking, marketing, cold-calling and lead databases.
- Information about policy and coverage details.
- Kept thorough records of customer details and previous sales.
- Attended continuing education courses to maintain insurance license.
- Closed sales on new policies by presenting insurance options to customers accurately and efficiently.
- Answered insurer questions regarding policyholders.
- Coordinated appointments and consultations with clients to identify individual needs and gain better understanding of overall financial situations.
- Promptly responded to reported claims by communicating with customers and reporting information.
- Provided quick turnaround time when customers called with questions, usually within 24 hours.
- Presented customers with insurance quotes using Xactimate quote sources for information.
Dispatcher Office Assistant
IFCO Systems
Bolingbrook, IL
02.2014 - 05.2017
- Greeted customers and responded to informational requests.
- Greeted customers promptly and responded to questions..
- Answered phone calls to assist customers with questions and Delivery orders.
- Scanned items quickly to keep lines moving and reduce overall wait time.
- Counted product stock to maintain inventory records.
- Directed dispatching, routing, and tracking of 53 fleet vehicles.
- Served as corporate liaison for finance, IT and marketing departments.
- Developed and implemented strategies to streamline office operations.
Staffing Coordinator
Premier Staffing
Bolingbrook, United States
03.2010 - 11.2014
- Reviewed individual employee performance to correct issues and enhance productivity.
- Monitored staff training and output to meet compliance, productivity and revenue goals..
- Supported safety programs to reduce and eliminate employee injuries.
- Managed applicant tracking system (ATS) database by entering, updating and maintaining candidate contact details, resumes, and supporting documentation.
- Developed and facilitated new-hire orientations.
- Crafted detailed job descriptions and job postings, obtaining necessary information from hiring managers.
- Coordinated and administered job fairs and other recruitment events to engage potential talent.
- Collaborated with manager to determine department's short and long-term hiring needs.
Staffing Coordinator
Paramount Staffing
Aurora , IL
02.2006 - 11.2010
- Maintained complete confidentiality in accordance with organization and legal requirements.
- Worked with speed, efficiency and accuracy to process documentation and complete projects.
- Completed all patient paperwork and maintained accurate records.
- Worked with management to ensure paperwork was received and processed correctly.
- Updated daily logs to track information movements.
- Developed and facilitated new-hire orientations.
- Conducted reference checks and screening of potential candidates to support onboarding process.
- Reduced risks by enforcing compliance with federal, state and local employment laws and regulations.
- Crafted detailed job descriptions and job postings, obtaining necessary information from hiring managers.
- Verified payroll, vacation and sick time hours to support accounting processes.
Education
Supplements
Xactimate
Chicago, IL07.2021
Associate of Arts - Accounting
Cabrillo College
Aptos, CA08.1999
Skills
- Asset protection expertise
- Insurance supplement's, claim adjuster
- Policy adjustment knowledge
- Client retention
- Client account management
- Data management
- Service coordinator
- Financial Assistance /Payroll
- Transportation/ Freight Broker
- Customer Relations
- Insurance Claims Management
Timeline
Supplemental Insurance Agent
American Quality Home Improvement
05.2017 - 02.2023
Dispatcher Office Assistant
IFCO Systems
02.2014 - 05.2017
Staffing Coordinator
Premier Staffing
03.2010 - 11.2014
Staffing Coordinator
Paramount Staffing
02.2006 - 11.2010
Supplements
Xactimate
Associate of Arts - Accounting
Cabrillo College
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