Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Carol Baca

Pueblo,CO

Summary

Talented Insurance Sales Agent with in-depth policy and regulations knowledge. Experienced in providing tailored solutions to clients. Outgoing individual with great task prioritization skills. Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level Insurance Professional position. Ready to help team achieve company goals. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.

Overview

19
19
years of professional experience
1
1
Certificate

Work History

Insurance Professional II

USAA Insurance
11.2021 - 07.2023
  • Generated quotes and proposals for clients to match individual needs.
  • Provided comprehensive product knowledge and guidance to help clients on product selection.
  • Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
  • 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.n

Customer Service Representative

Radial Inc.
06.2020 - 10.2021
  • Handled customer inquiries and suggestions courteously and professionally.
  • Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
  • Answered constant flow of customer calls with minimal wait times.
  • Answered customer telephone calls promptly to avoid on-hold wait times.
  • Trained new personnel regarding company operations, policies and services.

Receptionist

Premier Fulfillment
10.2017 - 05.2020
  • Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
  • Kept reception area clean and neat to give visitors positive first impression.
  • Answered phone promptly and directed incoming calls to correct offices.
  • Corresponded with clients through email, telephone, or postal mail.
  • Confirmed appointments, communicated with clients, and updated client records

Accounting Assistant

Flowright Plumbing And Heating
02.2017 - 06.2017
  • Maintained clean and organized files by keeping accounts payable records up-to-date.
  • Maintained accurate and complete documentation to facilitate accounting and filing functions.
  • Processed payments and documents such as invoices, journal vouchers, employee reimbursements, and statements.
  • Used accounting software to prepare weekly and monthly financial reports.

Receptionist

Pueblo Community College (workstudy)
11.2015 - 10.2016
  • Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
  • Confirmed appointments, communicated with clients, and updated client records.
  • Kept reception area clean and neat to give visitors positive first impression.
  • Answered phone promptly and directed incoming calls to correct offices.

Customer Service Representative

Express Scripts Pharmacy
09.2012 - 05.2014
  • Handled customer inquiries and suggestions courteously and professionally.
  • Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
  • Answered constant flow of customer calls with minimal wait times.
  • Answered customer telephone calls promptly to avoid on-hold wait times.

Invoice Processor

Tangoe
05.2004 - 06.2012
  • Reviewed invoices for accuracy and completeness prior to issuing payments.
  • Entered invoice data into company's invoicing system to enable proper tracking and record keeping.
  • Handled accounts payable activities to facilitate accurate payment of bills and expenses.
  • Executed billing tasks and recorded information in company databases.
  • Used data entry skills to accurately document and input statements.

Education

Accounting And Business Management

Pueblo Community College
Pueblo, CO

Skills

  • Insurance Eligibility
  • Policy Feature Explanations
  • Team Goals
  • Licensing Requirements
  • Insurance Sales
  • Sales Quota Achievement
  • Customer Inquiries
  • Customer Service and Assistance
  • Insurance Industry Knowledge
  • Reading Comprehension
  • Quality Assurance Requirements
  • New Policy Quotations
  • Premium Collection
  • Insurance Recommendation
  • Cross-Promote Products

Certification

  • Licensed Insurance Producer - 1 1/2 years

Timeline

Insurance Professional II

USAA Insurance
11.2021 - 07.2023

Customer Service Representative

Radial Inc.
06.2020 - 10.2021

Receptionist

Premier Fulfillment
10.2017 - 05.2020

Accounting Assistant

Flowright Plumbing And Heating
02.2017 - 06.2017

Receptionist

Pueblo Community College (workstudy)
11.2015 - 10.2016

Customer Service Representative

Express Scripts Pharmacy
09.2012 - 05.2014

Invoice Processor

Tangoe
05.2004 - 06.2012

Accounting And Business Management

Pueblo Community College

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Carol Baca