Christina Garza
Corpus Christi,TX
Summary
Client service professional with extensive experience in fostering client relationships and providing top-tier support. Notable for consistently improving client satisfaction through effective problem-solving and proactive communication. Highly collaborative, adaptable to changing demands, and committed to achieving team goals. Skilled in client management, administrative tasks, and customer service.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Client Service Associate
Stifel Nicolaus
06.2024 - Current
- Collaborated with sales teams to onboard new clients, providing a smooth transition experience for all parties involved.
- Ensured timely processing of transactions, reducing errors and improving overall client satisfaction levels.
- Coordinated with internal teams to ensure seamless execution of client requests, resulting in improved operational efficiency.
- Enhanced client satisfaction by effectively addressing and resolving inquiries in a timely manner.
- Assisted in the retention of high-value clients through proactive communication and exceptional service delivery.
- Actively participated in team meetings and initiatives focused on continuous improvement across various areas of the business.
- Participated in training programs to stay current on industry trends and enhance skills necessary for successful client interactions.
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Maintained accurate record-keeping with proactive attention to client information updates.
- Utilized active listening skills to identify customer needs and provide appropriate solutions.
Insurance Agent
Mutual of Omaha
08.2014 - Current
- Built strong relationships with clients through consistent communication and excellent customer service.
- Consistently exceeded monthly sales quotas by effectively presenting product offerings to potential customers.
- Expanded client base by actively prospecting for new business opportunities and generating referrals.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Assisted clients in navigating the often complex claims process, ensuring they received fair and timely resolutions.
- Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
- In 2014, I earned the prestigious title of Agent of the Year for the South Texas Division, thanks to my outstanding level of productivity.
- Additionally, I have been recognized as Agent of the Month four times during my tenure at Mutual of Omaha.
- I possess exceptional interpersonal skills and excel in public speaking engagements.
- Furthermore, I handle various administrative responsibilities, including application submissions, email correspondence, and various computer applications.
Education
Core Undergraduate courses -
Texas A&M University-Corpus Christi
Corpus Christi, TX05.2005
Diploma -
Earl Warren High School
San Antonio, TX05.2004
Skills
- Identifies prospective clients
- Schedules client meetings
- Performs follow-up calls
- Advises on insurance coverage
- Conducts periodic policy reviews
- Prepares insurance proposals
- Sales
- Customer Service
- Problem solving
- Multitasking
- Public Speaking
- Microsoft Office
- Microsoft Outlook
- Microsoft Powerpoint
- Excel
- Salesforce
- Box
- OneDrive
- Adobe
- CRM Software
- Google Docs
- Teams
- Spreadsheet creation and preparation
- Electronic filing
- Paper filing
- Email correspondence
- Printing
- Scanning
- Faxing
- Phone Etiquette
- Team Building
- WebEx
- Zoom
- Professionalism and etiquette
- Client rapport
- Strong interpersonal skills
- Client relations
- Promotional mailings
Certification
General Lines Life and Health Agent, Texas Department of Insurance License #1932553, 08/01/14, 03/01/26
Personal Information
- Hobbies: Animal Rescue, Dancing, Watching movies, Volunteering at children's school, Attending children's sporting events, Cooking, Exercising, Traveling
- Title: Insurance Agent
- Work Permit: Authorized to work in the U.S. for any employer
Awards
- Agent of the Year, 2014
- Agent of the Month, 4 times
References
Benny Ynfante, CEO/CCO - Rook Strategies Wealth Management, PLLC, (361)290-0479, Benny.Ynfante@RookStrategies.com
Timeline
Client Service Associate
Stifel Nicolaus
06.2024 - Current
Insurance Agent
Mutual of Omaha
08.2014 - Current
Diploma -
Earl Warren High School
General Lines Life and Health Agent, Texas Department of Insurance License #1932553, 08/01/14, 03/01/26
Core Undergraduate courses -
Texas A&M University-Corpus Christi
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