Summary
Overview
Work History
Skills
Languages
Timeline
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Carolina Morales

Lake Worth,FL

Summary

Dynamic professional with extensive experience in customer service and administrative management. Proven problem-solver skilled in data interpretation, enhancing operational efficiency and client satisfaction. Adept at mentoring teams and fostering strong client relationships, leveraging life insurance expertise to drive sales and improve customer engagement.

Overview

29
29
years of professional experience

Work History

Assistant Store Manager

Envy Clothing
09.2021 - Current
  • Managed cash registers efficiently, ensuring accurate transactions, balancing drawers daily, and minimizing discrepancies.
  • Managed opening and closing procedures and recommended changes to enhance efficiency of daily activities.
  • Assisted the Store Manager in analyzing sales data to identify trends and make informed decisions for improving overall store performance.
  • Provided support to store manager in budgeting processes, helping maintain financial stability for the business.

Administrative Manager

Servinet
08.2016 - 03.2020
  • Ensured smooth daily operations with timely completion of all essential administrative tasks and responsibilities.
  • Provided exceptional administrative support for executive-level staff, ensuring that their needs were met promptly and accurately in order to facilitate smooth daily operations.
  • Supervised staff and delegated tasks to maintain positive, productive administrative operations.
  • Maintained accurate record-keeping systems to ensure easy access to critical information for decision-making purposes.

Insurance Advisor

Seguros Bolivar
03.2011 - 06.2015
  • Mentored new insurance advisors, sharing best practices and industry knowledge to enhance team performance.
  • Enhanced customer trust by addressing concerns and explaining complex policy details in understandable terms.
  • Interviewed prospective clients to discuss any existing coverage and obtain data about financial resources and physical condition of person or property.
  • Sought out new clientele through face-to-face contact, telephone conversations and email correspondence.

Insurance Advisor

Banco De Occidente
01.2007 - 03.2011
  • Maintained accurate records of client interactions, ensuring seamless service delivery during policy reviews or renewals.
  • Increased client satisfaction by providing personalized insurance advice and recommending suitable policies.
  • Explained features, advantages and disadvantages of various policies to promote insurance sales.
  • Established long-lasting relationships with clients through proactive communication and exceptional service.

Customer Care Executive

Girotel
03.1997 - 01.2007
  • Enhanced customer satisfaction by resolving inquiries effectively and efficiently.
  • Managed a high volume of inbound calls, multitasking effectively to address diverse customer needs simultaneously.
  • Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
  • Collaborated with cross-functional teams to address complex customer concerns and provide comprehensive solutions.

Skills

  • Problem-solving
  • Life insurance
  • Customer service
  • Customer experience
  • Customer service and engagement
  • Data interpretation
  • Computer skills

Languages

Spanish
Native or Bilingual
English
Professional Working

Timeline

Assistant Store Manager

Envy Clothing
09.2021 - Current

Administrative Manager

Servinet
08.2016 - 03.2020

Insurance Advisor

Seguros Bolivar
03.2011 - 06.2015

Insurance Advisor

Banco De Occidente
01.2007 - 03.2011

Customer Care Executive

Girotel
03.1997 - 01.2007

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Carolina Morales