Elsa Moreno
San Antonio,TX
Summary
Professional with strong experience in banking and insurance. Adept at managing high volumes of calls while providing exceptional customer service. Reliable team player with strong communication and organizational skills.
Overview
24
24
years of professional experience
Work History
Phone Banker
Wells Fargo Bank, N.A.
01.2010 - Current
- Navigated multiple banking systems simultaneously to access account information, process transactions, and update client records accurately.
- Worked as a team to meet customer satisfaction goals.
- Review accounts and cross sell bank products and services.
Insurance Agent
Affirmative Insurance Holdings
01.2007 - 01.2010
- Provide quotes for automobile and homeowners insurance.
- Processed payments and endorsements.
- Daily bank deposits.
- Cross-sold insurance products to existing clients to reach sales targets.
Claims Service Representative
Nationwide Claims Call Center
01.2001 - 08.2006
- Answered incoming calls from clients wanting to file claims.
- Verified coverage and open appropriate coverage.
- Assisted clients with repair options offering preferred body shops and scheduling repair estimates.
- Provided translation services for Nationwide associates translating from English to Spanish
Education
High School Diploma -
John F. Kennedy H. S.
San Antonio, TXSkills
- Bilingual Spanish and English
- 45 WPM
Timeline
Phone Banker
Wells Fargo Bank, N.A.
01.2010 - Current
Insurance Agent
Affirmative Insurance Holdings
01.2007 - 01.2010
Claims Service Representative
Nationwide Claims Call Center
01.2001 - 08.2006
High School Diploma -
John F. Kennedy H. S.
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