Daniel Moreno
Homeland Defender (Immigration Services Officer)
McAllen
Summary
Dedicated professional with several years of experience reviewing what is best for client needs through pre-scanning underwriting qualifications, applying best policies best suited for small business needs. While also providing customer service with claims, speaking to underwrites of claim status, new hire enrollment and open enrollment for large public sector employees.
Overview
18
18
years of professional experience
Work History
Account Representative
Salazar Insurance Group
Edinburg
11.2021 - Current
- Managed client accounts and maintained strong customer relationships.
- Resolved client inquiries and provided exceptional customer service support.
- Resolved customer complaints in a timely manner.
- Coordinated with underwriters to facilitate timely policy approvals.
- Collaborated with team members to streamline account management processes.
Independent Insurance Agent
Self employed
McAllen
08.2019 - Current
- Developed personalized insurance plans to meet diverse client requirements.
- Conducted regular follow-ups with clients to address inquiries and provide support.
- Educated clients on policy details, coverage options, and premium structures.
Manager
Nutrishop
McAllen
09.2017 - 08.2019
- Oversaw product inventory and coordinated ordering from distributors to ensure availability.
- Organized and executed monthly promotions to increase community engagement and brand visibility.
- Educated clients on supplementation benefits to enhance their health and fitness goals.
- Provided guidance on general health, weight loss, and muscle gain.
- Handled money throughout the day by properly processing payments and when ordering supplements.
Radio Operator
U.S. Marine Corps
Camp Lejeune
08.2008 - 05.2012
- Led radio operations as Radio Chief during second deployment, equipping four teams with essential radio gear and managing crypto transfers.
- Delivered radio communications during training and deployment, ensuring effective information flow.
- Operated as driver during convoys, maintained NIPR and SIPR equipment, oversaw COC, and trained junior Marines on radio communication protocols.
Education
Associates Degree - Precision Manufacturing
South Texas College
McAllen, TX12-2016
Graduate Certificate - Harley Davidson / Suzuki
Motorcycle Mechanics Institute
Phoenix, AZ03-2014
High School Diploma -
Nikki Rowe
McAllen, Texas05-2008
Skills
- Account management
- Client needs analysis
- Claims processing
- Coverage evaluation
- Risk assessment
- Time management
- Attention to detail
- Effective communication
Timeline
Account Representative
Salazar Insurance Group
11.2021 - Current
Independent Insurance Agent
Self employed
08.2019 - Current
Manager
Nutrishop
09.2017 - 08.2019
Radio Operator
U.S. Marine Corps
08.2008 - 05.2012
Associates Degree - Precision Manufacturing
South Texas College
Graduate Certificate - Harley Davidson / Suzuki
Motorcycle Mechanics Institute
High School Diploma -
Nikki Rowe