Carmen Esparza

Helped clients apply for services submitting all paper work needed from Social Security.

Applied for different programs.

Disability

Retirement

• Liaised with coworkers and immigration candidates to answer questions, resolve issues and explain immigration policy.
• Consulted with foreign nationals on non-immigrant and immigrant visas and resolved routine and non-routine questions.
• Collaborated with individuals and families to evaluate applications and determine eligibility for resettlement transitions.
• Created and managed processes and procedures to coordinate documentation for visa processing on immigrant and non-immigrant applications.
• Illustrated green card and immigration processes and managed communication channels to provide high level of service and consultation to immigration inquiries.

• Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
• Completed and filed returns with tax departments at local, state, and federal levels.
• Maintained complete records of client tax returns and supporting documentation in secured areas.
• Assessed client tax situations to determine best filing options.

• Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
• Followed up promptly with interested clients to close sales.
• Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
• Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.

• Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
• Restocked supplies and placed purchase orders to maintain adequate stock levels.
• Executed record filing system to improve document organization and management.
• Scheduled office meetings and client appointments for staff teams.
• Negotiated contracts with vendors and suppliers for office supplies, equipment and services.
• Assisted coworkers and staff members with special tasks on daily basis.
• Managed paper and electronic filing systems by routing various documents, taking messages and managing incoming and outgoing mail.
• Built and maintained excellent customer relationships through timely response to inquiries and going above and beyond to accommodate unusual requests.
• Finding clients eligible for home repairs for weatherization.
• Assisted with Laredo food Bank on distribution of commodities.
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• Generated quotes and proposals for clients to match individual needs.
• Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
• Followed up promptly with interested clients to close sales.
• Provided comprehensive product knowledge and guidance to help clients on product selection.
• Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
• Met with prospective clients to discuss insurance needs and provide solutions.
• Registered customer information on database to enable tracking history and maintain accurate records.
• Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
• Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
• Sold auto, home, life, and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
• Negotiated contracts with clients to establish best coverage with lowest cost.
• Educated clients on insurance policies and procedures.
• Finalized sales and collected necessary deposits.
• Met with customers to provide information about available products and policies.

• Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
• Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
• Answered customer telephone calls promptly to avoid on-hold wait times.
• Offered advice and assistance to customers, paying attention to special needs or wants.
• Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
• Provided training and support to new associates to help provide high-quality customer service.
• Handled billing and payment issues following guidelines, resolving disputes properly.
• Provided product and service recommendations to guide customers on products to meet varying needs.
• Developed and actualized customer service initiatives to decrease wait times.

• Interacted with customers by phone, email, or in-person to provide information.
• Provided quality clerical support through data entry, document management, email correspondence, and overseeing operation of office equipment.
• Maintained filing system and organized customer documents for easy retrieval of information.
• Monitored office supplies and made arrangements for restocking of low-stock items.
• Seasonal job office clerk had to do everything from payroll to shipping and receiving.
• Interacted with customers by phone, email, or in-person to provide information