Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Crystal Bright

Summary

Excellent communicator and dependable team player with strong understanding of insurance industry. Adept at building relationships with clients, brokers and other stakeholders while delivering outstanding service. Highly organized and detail-oriented with strong ability to identify potential risks and develop solutions.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Licensed Insurance Agent

Transformco
07.2022 - Current
  • Calculated quotes and educated potential clients on insurance options.
  • Attended continuing education courses and workshops to gain additional insurance industry knowledge.
  • Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
  • Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
  • Obtained underwriting approval by completing application for coverage.

Customer Account Specialist

GM Financial
09.2019 - 02.2022
  • Secured on-time payments and collected on delinquent accounts with tailored payment plans.
  • Monitored and tracked campaigns to determine effectiveness and future changes.
  • Drafted letters, charts and financial reports to keep staff informed of progress.
  • Evaluated customers' potential needs to make appropriate recommendations.
  • Collected and analyzed data to learn more about consumer behavior.

Fraud Analyst

Citibank
03.2016 - 09.2021
  • Reviewed reports and individual transactions which appeared suspicious to uncover possible fraudulent activity.
  • Performed risk assessments to determine level of fraud risk and prioritize investigations.
  • Evaluated customer data to identify and prevent fraudulent activities.
  • Analyzed large amounts of data to find patterns of fraud and anomalies.
  • Tracked fraud cases and monitored trends to develop strategies for prevention.

Education

Bachelor of Science - Marketing

Western Governors
Salt Lake City, UT
11.2025

High School Diploma -

Sam Houston High School
San Antonio, TX
06.1999

Skills

  • Annual Reviews
  • Professional Relationships
  • Policy Management Expertise
  • Customer Follow-Up
  • Insurance Industry Knowledge
  • Policy Adjustment Knowledge

Certification

  • Licensed Producer - California
  • Licensed Personal Lines and Casualty- Texas

Timeline

Licensed Insurance Agent

Transformco
07.2022 - Current

Customer Account Specialist

GM Financial
09.2019 - 02.2022

Fraud Analyst

Citibank
03.2016 - 09.2021

Bachelor of Science - Marketing

Western Governors

High School Diploma -

Sam Houston High School

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Crystal Bright