Chance Sepeda
San Antonio
Summary
As customer service professional, brings valuable experience in addressing and resolving customer issues effectively. Known for strong focus on team collaboration and achieving positive outcomes. Reliable and adaptable with excellent communication and problem-solving skills.
Overview
1
1
Certification
15
15
years of professional experience
Work History
Insurance Sales Professional
USAA
03.2025 - Current
- Applied knowledge of personal lines’ insurance to assist members with quotes, binding new business, rating, billing, payment, underwriting, and premium changes for insurance products and services, while maintaining trailing documents for all states.
- Maximized Property & Casualty sales potential by handling member inquiries, identifying cross-selling opportunities, and providing exceptional service through various communication channels.
- Ensured risks associated with business activities were identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
Member Advisor
Forum Credit Union
02.2023 - 02.2024
- Assessed member needs to recommend personalized financial solutions, improving member satisfaction and engagement.
- Supported multiple branches in the region to streamline operations and ensure consistent member experience across locations.
- Provided exceptional member service through effective communication and problem-solving techniques.
Business Development Representative
Bloomerang
04.2021 - 10.2022
- Led lead qualification for inbound marketing campaigns, contributing to a robust sales pipeline for business development team.
- Advised nonprofit organizations on optimal donor management software, aligning technical solutions with organizational goals.
- Developed and maintained relationships with potential clients to drive new business opportunities.
- Collaborated with the sales team to refine outreach strategies, enhancing lead generation efforts.
Customer Service Representative
Fifth Third Bank
09.2020 - 04.2021
- Delivered banking services, advising clients on financial products to align with their goals.
- Exceeded customer satisfaction metrics by effectively cross-selling and upselling financial products.
- Resolved customer inquiries efficiently through various communication channels, enhancing overall customer satisfaction.
- Managed account maintenance and transaction processing, ensuring accuracy and compliance with banking regulations.
Reissue Agent
GEICO
03.2019 - 05.2020
- Reestablished lapsed insurance policies, exceeded monthly sales targets, and maintained high customer satisfaction scores.
- Converted lapsed policies into active accounts, achieving top-tier performance in policy reissue.
- Managed customer inquiries, providing accurate information and ensuring high satisfaction levels.
- Developed tailored insurance solutions, enhancing client retention through personalized service.
Customer Service Representative
GEICO
09.2015 - 03.2019
- Resolved complex policyholder inquiries, improving customer experience through effective issue resolution.
- Exceeded performance metrics consistently, earning recognition for leadership in customer satisfaction and retention.
- Managed account updates and transaction processing with precision and attention to detail.
Collections Manager
Kerr County Federal Credit Union
08.2011 - 03.2015
- Managed portfolio of delinquent accounts, developed customized repayment plans that significantly improved recovery rates.
- Collaborated with members to resolve outstanding debts, enhancing financial recovery processes while maintaining positive relationships.
- Led collections team to improve recovery rates through strategic process enhancements.
Education
High School Diploma -
Junction High School
Junction, TXSkills
- Insurance Product Knowledge
- Claims Management
- Sales strategy
- Lead qualification
- CRM systems
- Team collaboration
- Conflict resolution
Accomplishments
- Complete Scrum Master certification course
- Completed Fundamentals of IT with Med Certs
- Completed Member XP Training | Forum Credit Union
- Chairman’s Club Recipient | GEICO
- Sandler Sales Training Certification
Certification
- Certified ScrumMaster– Scrum Alliance
- Certificate of Completion Fundamentals of IT – Med Certs
- NMLS # 2552789
- Insurance License in all states
Timeline
Insurance Sales Professional
USAA
03.2025 - Current
Member Advisor
Forum Credit Union
02.2023 - 02.2024
Business Development Representative
Bloomerang
04.2021 - 10.2022
Customer Service Representative
Fifth Third Bank
09.2020 - 04.2021
Reissue Agent
GEICO
03.2019 - 05.2020
Customer Service Representative
GEICO
09.2015 - 03.2019
Collections Manager
Kerr County Federal Credit Union
08.2011 - 03.2015
High School Diploma -
Junction High School