Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Beatriz Morales

Summary

An insurance professional with many years of experience in every aspect of the insurance industry from sales, customer service,risk assessment, and claims processing,

Overview

23
23
years of professional experience
1
1
Certification

Work History

Insurance Dept Supervisor

Challenge Financial Services
03.2012 - 04.2025

Responsible for all aspects of insurance enforcement,coverage, and overlooking the companies claims settlements from beginning to end.

Provided all necessary documents to insurance companies as required to secure payment of totaled loss vehicles.

  • Responded to customer requests for insurance coverage, and policy information.
  • Resolved customer concerns with empathy, resulting in increased loyalty and repeat business.

Customer Service Representative

Auto Insurance Specialists
03.2002 - 10.2011

Responsible for sales and service of auto and home owners insurance policy with preferred and non standard insurance carriers.

Education

General Education - General Education Studies

Cerritos College
Norwalk, CA

Skills

  • Customer service and support
  • Problem resolution and solving

Certification

  • Fire and Casualty License2002-2025

Languages

Spanish
Full Professional

Timeline

Insurance Dept Supervisor

Challenge Financial Services
03.2012 - 04.2025

Customer Service Representative

Auto Insurance Specialists
03.2002 - 10.2011

General Education - General Education Studies

Cerritos College

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Beatriz Morales