Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Claudia Serrano

Manvel,TX

Summary

Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. Hardworking employee with customer service, multitasking and time management abilities.

Overview

10
10
years of professional experience

Work History

Insurance Agent

Texan Auto Insurance
Houston , TX
07.2019 - Current
  • Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
  • Explained coverage options to potential policyholders, answering questions or concerns.
  • Prepared proposals and conducted closing interviews to increase insurance sales.
  • Researched insurance plans to find good options for clients' needs.
  • Analyzed customer needs and provided best options, upselling products and services.
  • Responded to customer inquiries and problems to promote great service.
  • Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.

Public Accountant Assistant

HM Despacho Contable
Apaseo El Alto, MX
02.2014 - 12.2015
  • Assisted in preparing financial statements for clients.
  • Created spreadsheets of data from journal entries, invoices, and other sources.
  • Reviewed general ledger accounts for accuracy and completeness.
  • Reconciled bank statements on a monthly basis to ensure accuracy of account balances.
  • Organized receipts, invoices, checks, deposits, and other documents according to company policies.
  • Managed daily bookkeeping functions with attention to accounts receivable, accounts payable, banking reconciliation and disbursements.

Education

Bachelor of Arts - Accounting

University of Houston - Clear Lake
Houston, TX
05-2023

Associate of Arts - Accounting and Business Management

Houston Community College
Houston, TX
05-2021

High School Diploma -

Centro De Estudios Tecnologicos, Industrial Y De S
Apaseo El Alto
07-2015

Skills

  • Typing ability of at least 50 WPM with accuracy
  • Account Management
  • Experience with Microsoft Office
  • Languages: Spanish, English
  • Hobbies: Spend time with my family, exercising,travel

Accomplishments

  • Certificate in The National Society Of Leadership And Success.
  • Insurance License

Timeline

Insurance Agent

Texan Auto Insurance
07.2019 - Current

Public Accountant Assistant

HM Despacho Contable
02.2014 - 12.2015

Bachelor of Arts - Accounting

University of Houston - Clear Lake

Associate of Arts - Accounting and Business Management

Houston Community College

High School Diploma -

Centro De Estudios Tecnologicos, Industrial Y De S

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Claudia Serrano