Crystal Mata
San Antonio,TX
Summary
Seeking full time employment with an organization that promotes professional development and can offer career advancement opportunities. 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
17
17
years of professional experience
1
1
Certification
Work History
Licensed Insurance Agent
Farmers Insurance Group
09.2022 - Current
- Calculated quotes and educated potential clients on insurance options
- Developed sales leads from direct referrals, networking and targeted marketing campaigns
- Built relationships with clients using active listening and issue resolution to provide excellent service
- Analyzed customer needs to provide customized insurance solutions
- Calculated premiums and established payment methods for sales
- Finalized sales and collected necessary deposits
- Conducted annual reviews of existing policies to update information
- Developed and implemented promotional strategies to increase customer base
- Responded to customer calls swiftly to resolve issues and answer questions
Licensed Insurance Agent
Affordable Health Insurance Agency-AHIA
04.2022 - 09.2022
- Obtain new clients, process payment, quote, sell product
- Conducted research and identified market trends to develop better strategies for sales
- Designed presentations and marketing materials to promote insurance products
- Developed and implemented promotional strategies to increase customer base
- Identified and solicited sales prospects in agency databases
- Researched and identified potential new markets
- Responded to customer calls swiftly to resolve issues and answer questions
- Built relationships with clients using active listening and issue resolution to provide excellent service
- Developed sales leads from direct referrals, networking and targeted marketing campaigns
CSR
Farmers Insurance Group
06.2021 - 11.2021
- Explained products and benefits, maintained up-to-date knowledge of customer accounts, scheduled appointments for customers, assisted customers in person
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns
- Offered advice and assistance to customers, paying attention to special needs or wants
- Answered customer telephone calls promptly to avoid on-hold wait times
- Answered constant flow of customer calls with minimal wait times
- Responded to customer requests for products, services, and company information
Customer Service Representative Level 2
Conduent
01.2021 - 06.2021
- Managed accounts, collection, processed payments, billing, account management
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor
- Handled customer inquiries and suggestions courteously and professionally
- Answered constant flow of customer calls with minimal wait times
- Clarified customer issues and determined root cause of problems to resolve product or service complaints
- Participated in team meetings and training sessions to stay informed about product updates and changes
- Provided primary customer support to internal and external customers
- Developed customer service policies and procedures to meet and exceed industry service standards
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences
Customer Service Representative
Conduent
01.2019 - 12.2020
- Managed client records, provided policy and service information, assisted customers with a warm and professional attitude, answered general questions, resolved customer information and complaints, responsible for tracking and maintaining inventory, handled online orders and credit card transactions
Provider
Legacy Home Health
09.2018 - 12.2018
- Assist client with bathing, dressing and other personal hygiene assistance, administer medication as needed, meal prep according to diet plan, report any issues to immediate supervisor as needed
Customer Service Rep/ Agent
Jeff Fletcher Farmers Agency
06.2017 - 09.2017
- Answer and provide the insured with any and all information, scan/print/download any information needed for the insured, manage/write policies for auto/home policies, call outbound to retrieve new clients
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns
- Responded to customer requests for products, services, and company information
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor
- Participated in team meetings and training sessions to stay informed about product updates and changes
Customer Service Representative
CSG Call Center
04.2016 - 06.2017
- Answer all questions in a timely matter, provide the best information depending on state, answered any billing questions, corrected any issues on the clients insurance policy
Customer Service Representative
Valero Corner Store
08.2009 - 09.2010
- Opening/closing of the store, cleaning the interior and exterior of the store, taking/receiving inventory, counting and keeping track of the money and the safe
Provider
Outreach Health Services
04.2007 - 02.2008
- Assisted patients with handling daily chores and errands by transporting to appointments, cleaning personal spaces, and purchasing supplies
- Provided assistance to clients by handling household cleaning duties, managing schedules, and transporting to and from medical appointments
- Assisted disabled clients to support independence and well-being
- Offered support for client mental and emotional needs to enhance physical outcomes and overall happiness
Education
Medical Assistant Certification - Medical
Kaplan College
San Antonio, TX05.2011
Skills
- Insurance product expertise
- Negotiation
- Communication skills
- Computer literacy
- Outbound sales
- Telemarketing
- Sales administration
- Client Account Management
Certification
- Property and Casualty License, 08/01/21, 08/01/23
- Drivers license, 12/01/10, Present
- Insurance Producer License
Personal Information
Willing To Relocate: Anywhere
Timeline
Licensed Insurance Agent
Farmers Insurance Group
09.2022 - Current
Licensed Insurance Agent
Affordable Health Insurance Agency-AHIA
04.2022 - 09.2022
CSR
Farmers Insurance Group
06.2021 - 11.2021
Customer Service Representative Level 2
Conduent
01.2021 - 06.2021
Customer Service Representative
Conduent
01.2019 - 12.2020
Provider
Legacy Home Health
09.2018 - 12.2018
Customer Service Rep/ Agent
Jeff Fletcher Farmers Agency
06.2017 - 09.2017
Customer Service Representative
CSG Call Center
04.2016 - 06.2017
Customer Service Representative
Valero Corner Store
08.2009 - 09.2010
Provider
Outreach Health Services
04.2007 - 02.2008
Medical Assistant Certification - Medical
Kaplan College
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