Daisy Lozano
Baytown,TX
Summary
Detail-oriented candidate with six years of customer service experience and strong organizational skills. Proven ability to handle multiple projects simultaneously with a high degree of accuracy. Actively seeking new opportunities to apply interpersonal skills, time management and problem-solving abilities in a professional setting that offers challenges and growth potential. Open to transitioning into a new industry environment and committed to investing time and effort in further developing skills for the future.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Licensed Claims Adjuster
Travelers Insurance
06.2022 - Current
- Examined claims forms and other records to determine insurance coverage.
- Negotiated with policyholders and claimants to reach mutually satisfactory resolutions.
- Documented all investigation activity and presented reports to management.
- Conducted day-to-day administrative tasks to maintain information files and process paperwork.
- Prepared summaries of damage, payments, and policy coverage.
- Conducted further investigation on claims using LexisNexis/ISO.
- Mentored and assisted peers with staying up to date on their initial contacts, estimates, payments and follow ups.
- Developed strong cooperative relationships with coworkers and managers.
- Trained new team members by relaying information on company procedures and goals.
Mobile Retail Expert
T-mobile Corporate
02.2020 - 06.2022
- Answered customer questions about products and services, helped locate merchandise and promoted key items.
- Maintained up-to-date knowledge of store sales, payment policies and security standards.
- Developed strong rapport with customers and created positive impression of business.
- Managed efficient cash register operations.
- Worked closely with shift manager to solve problems and handle customer concerns.
- Provided coaching and mentoring to employees.
Receptionist/Insurance Agent
Farmers Ins. - Maribel Castillo Agency
01.2019 - 12.2020
- Answered incoming calls, directing clients to individuals addressing specific needs.
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
- Set up and managed appointments for notary services, tax returns and consultations.
- Checked client identification to maintain compliance with state legal requirements for tax filing papers .
- Submitted cash and check deposits and generated cash receipts to record money received.
- Contacted clients with past due accounts to formulate payment plans and discuss restructuring options.
- Developed relationships with current clients and calculated auto quotes to create new policies .
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
- Generated quotes and proposals for clients to match individual needs.
Retail Sales Lead
T-Mobile Verge
11.2017 - 12.2018
- Coached sales associates in product specifications, sales incentives and selling techniques, significantly increasing customer satisfaction ratings.
- Exceeded sales goals and accomplished business objectives by inspiring staff and promoting target products.
- Facilitated high volumes of cash, credit and gift card transactions, verifying cash drawer balance at end of each shift.
- Drafted shipment documentation and maintained accurate files.
- Provided excellent customer service to cultivate loyalty and satisfaction.
- Facilitated high volumes of cash, credit, and gift card transactions, verifying cash drawer balance at end of each shift.
Retail Sales Associate
Payless Shoe Source
10.2015 - 11.2017
- Helped customers complete purchases, locate items and join reward programs.
- Used POS system to process sales, returns, online orders and gift card activations.
- Volunteered for extra shifts during holidays and other busy periods to alleviate staffing shortages.
- Logged reports, expenses, receipts and sales documents into digital database.
Education
High School Diploma -
Del Rio High School
08.2015
Skills
- Fluent in English and Spanish
- Self-Motivated
- Interpersonal skills
- Great Time Management and Ability to multitask
- Effectively adapting to new goals and requirements all while meeting any deadlines
- Excellent Written and Verbal Communication
- Knowledgeable in Microsoft Office, Excel, Outlook and Word
- Multi-Line Telephone Systems and Financial Reporting
- Exceptional Leadership Qualities
Certification
- General Lines P&C License
- All Lines Adjuster License
Timeline
Licensed Claims Adjuster
Travelers Insurance
06.2022 - Current
Mobile Retail Expert
T-mobile Corporate
02.2020 - 06.2022
Receptionist/Insurance Agent
Farmers Ins. - Maribel Castillo Agency
01.2019 - 12.2020
Retail Sales Lead
T-Mobile Verge
11.2017 - 12.2018
Retail Sales Associate
Payless Shoe Source
10.2015 - 11.2017
High School Diploma -
Del Rio High School