Summary
Overview
Work History
Education
Skills
Accomplishments
References
Timeline
Generic

Arely Leal

Donna,TX

Summary

Extensive customer service background that will assist me in providing the best service to patients and their families. Strong organizational, problem solving, collaboration and multi-tasking skills. Reliable, willing to learn, resourceful and bilingual in English and Spanish.

Overview

19
19
years of professional experience

Work History

Audit Service Coordinator

The Hartford
02.2025 - Current
  • Walk customers through the process of completing their audit.
  • Send paper statement if their audit is no longer available online.
  • Assist with documentation they need to send in to dispute their audit.
  • Request supporting documentation.
  • Review dispute documentation and send for review.
  • Discuss their audit results.
  • Place billing on hold.

Customer Relations Specialist - Small Commercial

The Hartford
06.2024 - 01.2025
  • Assist small business owners and agents to service workers compensation and general liability policies.
  • Take payments over the phone.
  • Assist with payment arrangements.
  • Cancel policies.
  • Issue Certificates of Insurance.
  • Run loss run reports.
  • Connect them to other departments if they were misrouted or needed additional assistance.

Insurance Sales Agent

Answer Financial
05.2023 - 05.2024
  • Answer inbound calls from customers looking for an auto quote.
  • Follow up with appointments that were created by me or added to my calendar through a Primerica representative.
  • Order reports and assist customers with purchasing an insurance policy.
  • Cross sell when applicable.

Business Development Manager - Internet Sales

Bert Ogden Auto Group
06.2022 - 05.2023
  • Answer inbound calls from customers interested in purchasing vehicles.
  • Contact new leads obtained through different sources.
  • Follow up through CRM.
  • Set appointments for sales representatives to assist with purchase.
  • Obtain credit application when needed to work phone deals.
  • Follow up with customers that didn't purchase.

First Notice of Loss Adjuster

Kemper Insurance
06.2019 - 06.2022
  • File claims through First Notice of Loss report.
  • Take a statement if they were involved in the loss.
  • Determine if their vehicles are drivable and schedule inspections.
  • Assign claims to team or adjuster.
  • Review police reports.
  • Assist other adjusters when necessary.

Internal Business Development

Kemper Insurance
12.2017 - 06.2019
  • Interview agents that are interested in selling personal and commercial Insurance.
  • Send them an application if they qualify.
  • Set up their logins.
  • Train them on the product through webinar.
  • Call agencies regarding different call projects that are assigned.
  • Assist with questions or issues they have.

First Notice of Loss Adjuster

Kemper Insurance
09.2012 - 12.2017
  • File claims through First Notice of Loss report.
  • Take a statement if they were involved in the loss.
  • Determine if their vehicles are drivable and schedule inspections.
  • Assign claims to team or adjuster.
  • Review police reports.
  • Assist other adjusters when necessary.

Medical Records Clerk

Rising Stars Therapy Center
06.2009 - 08.2012
  • Keep patient's medical records up to date.
  • Provide treatment paperwork to therapists along with the patient's folder.
  • File patient daily progress notes.
  • Contact the transportation company to schedule patient pick-ups.
  • Cover reception when needed.
  • Assist with other tasks that were assigned.

Student Worker

Donna ISD
08.2006 - 08.2007
  • File employee's documents.
  • Assist with processing checks and issuing them.
  • Cover switchboard during lunch hours.
  • Assist Superintendent's office employees with anything necessary.
  • Put booklets together for meetings.
  • Any other tasks assigned.

Education

Communication Sciences And Disorders -

Abilene Christian University
Abilene, TX

Some College (No Degree) -

The University of Texas Rio Grande Valley
Edinburg, TX

Some College (No Degree) -

South Texas College
Weslaco, TX

Skills

  • Client advocacy
  • Fluent in English and Spanish (speak, read, write)
  • Decision-making
  • Notetaking and documentation
  • Time management
  • Active listening
  • Problem-solving
  • Multitasking
  • Organizational skills
  • Attention to detail
  • Adaptability and flexibility
  • Reliability
  • Self motivation
  • Professionalism

Accomplishments

  • National Honor Society (2005-2007)
  • National Junior Honor Society (2005-2007)
  • 4.0 GPA (2023-2025)
  • Dean's Honor Roll List (Spring 2024)
  • Dean's Honor Roll List (Fall 2024)
  • Alpha Chi National College Honor Society (2024-2025)
  • National Student Speech Language Hearing Association (NSSLHA) - Abilene Chapter (2024-2025)

References

  • Adriana Garza - (956) 332-7555
  • Amanda Gonzalez - (956) 341-9081
  • LeeAnn Garcia - (956) 460-1086

Timeline

Audit Service Coordinator

The Hartford
02.2025 - Current

Customer Relations Specialist - Small Commercial

The Hartford
06.2024 - 01.2025

Insurance Sales Agent

Answer Financial
05.2023 - 05.2024

Business Development Manager - Internet Sales

Bert Ogden Auto Group
06.2022 - 05.2023

First Notice of Loss Adjuster

Kemper Insurance
06.2019 - 06.2022

Internal Business Development

Kemper Insurance
12.2017 - 06.2019

First Notice of Loss Adjuster

Kemper Insurance
09.2012 - 12.2017

Medical Records Clerk

Rising Stars Therapy Center
06.2009 - 08.2012

Student Worker

Donna ISD
08.2006 - 08.2007

Communication Sciences And Disorders -

Abilene Christian University

Some College (No Degree) -

The University of Texas Rio Grande Valley

Some College (No Degree) -

South Texas College

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Arely Leal