Claudia De Leon
Pleasant Hill,CA
Summary
Resourceful professional highly skilled in customer service and building lasting relationships. Team player offering dynamic personality and extensive background in data entry, telephone support and records oversight. Customer Service Administrator with high level of expertise.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Administrative Assistant
The Littleton Group-Davies Company
2018.06 - 2023.04
- Provided support to upper management and executive team with special projects related to finance or accounting processes.
- Prepared and processed documents such as invoices by scanning into proper claim file.
- Assisted with accounts receivable activities such as invoicing and deposits.
- Researched discrepancies between invoices.
- Processed payments to vendors for services rendered.
- Verified and posted account transactions to prepare checks and maintain accounting ledgers.
- Printed PDF file for daily checks printed.
- Created Microsoft Excel spreadsheets to upload as positive pay to proper bank accounts.
- Reconciled bank accounts on a daily basis.
- Handled incoming calls and directed callers to appropriate claim adjuster.
- Opened, sorted and routed incoming mail and prepared outgoing mail.
Customer Service
Cencal Insurance
2016.03 - 2018.06
- Call Center environment
- Answered incoming calls and emails, providing frontline customer support or assistance with product and service transactions.
- Assisted customers with making payments or establishing payment plans to bring accounts current.
- Conducted outbound follow-up calls when needed for clarification or additional information on endorsement changes to their policies.
- Updated customer accounts, addresses and contact information within call management databases.
- Maintained accurate records of all conversations with customers using the companies managing systems.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- De-escalated problematic customer concerns, maintaining calm, friendly demeanor.
Customer Associate
JC Penney Corporation
2013.08 - 2018.01
- Greeted customers upon arrival and provided assistance with inquiries.
- Assisted customers in finding the right product to fit their needs.
- Processed cash, credit card, check payments for purchases.
- Maintained knowledge of current sales and promotions, policies regarding payment and exchanges, and security practices.
- Organized merchandise displays to promote sales.
- Assisted with inventory management tasks such as stocking shelves or creating price tags for new items.
- Operated POS system efficiently to process payments from customers quickly and accurately.
- Handled returns courteously while adhering to company policy guidelines.
- Exceeded daily goal opening credit card applications
Underwriter
SCJ Insurance
2015.01 - 2015.10
- Maintained accurate records of customer interactions including notes on conversations and changes made to accounts.
- Provided detailed explanations of coverages, exclusions, limits, and other policy provisions.
- Processed applications, endorsements, cancellations, reinstatements, and renewals efficiently and accurately.
- Researched customer inquiries about billing discrepancies or coverage questions.
- Analyzed data from various sources such as motor vehicle records when preparing risk assessments for clients.
- Adhered to all company guidelines relating to ethical standards when working with customers.
Customer Service Representative
Metro General Insurance Agency
2002.10 - 2015.01
- Enrolled customers in insurance plans according to their needs, verified insurance benefits: deductibles, coverage limits & rates, handled carriers underwriting request for policies, received and distributed mail to proper staff members, scanned auto/commercial applications into AMS360, performed general office duties: faxing, copying, filing and answering phones, familiarized with online rating system for following carriers: Allied, The Hartford, Travelers, Progressive, Mercury and Safeco.
Education
General Education Diploma -
Loma Vista Adult School
Concord, CA12.2013
Skills
- Customer Service Excellence
- Front Office Administration
- Data Entry
- Cash Handling
- Telephone Etiquette
- Multitasking and Organization
- Accounts Payable and Receivable
- Facilities Maintenance
- Proficient in Microsoft , Word,Excel
- Medical Terminology
Certification
BLS CPR Certification, 12/2015
Languages
Spanish
Native or Bilingual
Timeline
Administrative Assistant
The Littleton Group-Davies Company
2018.06 - 2023.04
Customer Service
Cencal Insurance
2016.03 - 2018.06
Underwriter
SCJ Insurance
2015.01 - 2015.10
Customer Associate
JC Penney Corporation
2013.08 - 2018.01
Customer Service Representative
Metro General Insurance Agency
2002.10 - 2015.01
General Education Diploma -
Loma Vista Adult School
BLS CPR Certification, 12/2015
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