Summary
Overview
Work History
Education
Skills
Timeline
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Barbara Valdivia

Miami,FL

Summary

Accomplished and energetic with a solid history of achievement in the Insurance field. Motivated leader with strong organizational and prioritization abilities. 1 Hardworking employee with customer service, multitasking and time management abilities. Devoted to giving every customer a positive and memorable experience.

Overview

19
19
years of professional experience

Work History

Insurance Customer Service Representative

The Insurance Ladies
Davie , FL
02.2024 - Current
  • Processed new policy applications and updated existing policy documents.
  • Assisted with customer inquiries, complaints, and requests for information regarding insurance policies.
  • Maintained accurate records of customer interactions and transactions.
  • Provided quotes on various types of insurance policies.
  • Conducted follow-up calls to ensure satisfactory resolution of customer issues.
  • Answered insurance-related questions and discussed product offerings with prospective customers to meet unique needs.

Underwriter CRS 440

Macpherson Insurance
Coral Gables, FL
03.2017 - 01.2024
  • Process, prepare, and submit business or government forms, such as submitting applications for coverage to insurance carriers
  • Process and record new insurance policies
  • Collect initial premiums and issue receipts
  • Verify Insurance with carrier and mortgage company
  • Transcribe data to worksheet and enter data into computer for use in preparing documents and adjusting accounts
  • Obtain computer printout of policy cancellations or retrieve cancellation cards from file
  • Interview clients and take their calls to provide customer service and obtain information on insurance
  • Check to ensure that appropriate changes were made to resolve customers' problems
  • Determine charges for services requested, collect deposits or payments, or arrange for billing
  • Communication skills like a pleasant demeanor and ability to work with multiple personalities
  • Work with colleagues when necessary to resolve customers complaints.

Underwriter

APLUS INSURANCE GROUP
Hialeah Gardens, FL
01.2014 - 03.2017

cancellation

  • Process, prepare, and submit business or government forms, such as submitting applications for coverage to insurance carriers
  • Process and record new insurance policies
  • Collect initial premiums and issue receipts
  • Obtain computer printout of policy cancellations
  • Interview clients and take their calls to provide customer service and obtain information on insurance.

Hairdresser

Elite Spa
Coral Gables, FL
04.2005 - 08.2013
  • Keep workstations clean and sanitize tools such as scissors and combs
  • Cut, trim and shape hair or hairpieces, based on customers' instructions, hair type and facial features, using clippers, scissors, trimmers, and razors
  • Schedule client appointment
  • Bleach, dye, or tint hair, using applicator or brush
  • Shampoo, rinse, condition and dry hair and scalp or hairpieces
  • Operate cash registers to receive payments from patrons
  • Develop new styles and techniques
  • Train or supervise other hairstylists, hairdressers, and assistants.

Education

440 CSR -

Central Insurance School
02.2016

High School Diploma -

Miami Springs Senior High School
06.1995

Skills

  • Customer and Personal Service
  • Computers and Electronics
  • Judgment and Decision Making
  • Bill process and confirm mortgage payments
  • Verify and provide insurance coverage
  • Policy Adjustment Knowledge
  • Client Assessment
  • Policy Renewals
  • Client Account Management
  • Deductible Expense Identification
  • Work Assignments
  • Regulatory Compliance
  • Risk Assessment
  • Policy Writing
  • Property Insurance
  • Claims Reporting Systems
  • Quoting And Pricing Policies
  • Prospective Client Identification
  • Customer Service And Assistance

Timeline

Insurance Customer Service Representative

The Insurance Ladies
02.2024 - Current

Underwriter CRS 440

Macpherson Insurance
03.2017 - 01.2024

Underwriter

APLUS INSURANCE GROUP
01.2014 - 03.2017

Hairdresser

Elite Spa
04.2005 - 08.2013

440 CSR -

Central Insurance School

High School Diploma -

Miami Springs Senior High School
Barbara Valdivia