Daniela Banda
Buckeye,United States
Summary
Engaged Insurance sales agent with a dynamic passion for customer service. With over 6 years of experience in Property and Casualty Insurance. Experienced leadership role in multiple settings. Willing and determined to always continue learning and gaining knowledge from peers and any resources.
Overview
14
14
years of professional experience
Work History
Sales Assistant
Axis Capital Holdings
Phoenix, AZ
2023.11 - 2024.07
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Built strong relationships with clients through consistent communication and excellent customer service.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Collaborated with underwriters to assess risk and determine appropriate coverage options for clients.
- Streamlined administrative tasks, improving overall office efficiency and productivity.
- Resolved complex claims issues, advocating on behalf of clients to ensure fair settlements.
- Developed comprehensive knowledge of various insurance products, enabling effective recommendations for clients'' unique situations.
- Participated in ongoing professional development activities, staying current with industry trends and regulatory changes affecting insurance products and services.
- Established a solid reputation within the community as a knowledgeable and reliable resource for all things insurancerelated.
- Facilitated smooth transitions between carriers when needed, minimizing disruptions to client coverage and maintaining positive relationships with all parties involved.
- Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
- Assisted clients in navigating the often complex claims process, ensuring they received fair and timely resolutions.
Insurance Agent/ Marketing Rep/Social Media Manager
Soliman Insurance
10.2021 - 11.2023
- Working as a licensed agent who sells/service and manages auto/home/umbrella polices
- Manage all platforms of social media and explore possible ideas to engage with our clients
- Marketing is a fundamental way to increase our clientele with partners such as dealerships and other agencies.
Insurance Agent/ Office Manager
Freeway Insurance
10.2018 - 10.2021
- Worked as a Licensed Insurance Agent that would assist clients on purchasing auto insurance
- Serviced active clients and assisted with process for claims
- As office manager, ran multiple offices where agents needed to hit a range of sales based on a number of categories, arranged schedules, accordingly, made sure our Errors and Omissions were zero to none, ensured best quality of service to all our offices.
Customer Service Specialist
QuickStart Interlock
07.2017 - 04.2018
- An account specialist who handles all inquiries regarding interlocks in our customers' vehicles
- I also handle escalated calls to ensure the best customer service possible
- Take payments, handle technical difficulties in vehicle
- Arrange for techs to make service calls to our clients' vehicles
- Organize client folders.
Customer Service Specialist
Consumer Safety Technology
03.2016 - 07.2017
- An account specialist who handles all inquiries regarding interlocks in our customers' vehicles
- I also handle escalated calls to ensure best customer service possible
- Take payments, handle technical difficulties in vehicle as well as online.
Account manager
Discover Card
12.2013 - 04.2015
- As an account manager I made sure every call was treated equally and always gave outstanding customer service experience
- My goal was to help my customers experience a better financial future
- When handling the accounts I would take payments, explain charges, give interest calculations as well as any held with our online website
- I was promoted to senior account manager after (five) months of categorized customer service.
Hostess/ Waitress
IHOP
06.2011 - 07.2012
- Worked as a Hostess for 6 months
- Then worked as a server for almost two years
- Certified to train after one month of serving
- Was promoted to crew chief (shift manager) for about 4 months when I decided to change jobs.
Receptionist/housekeeping/maintenance
Days Inn
06.2010 - 08.2010
- Worked at the front desk
- Greeted the customers and employees
- Gave the customers a comfortable room to stay in
- Answered all calls to front desk and dealt with complaints
- Counted the money every day to make sure the drawer was never short/over
- Began to train in housekeeping as well as in maintenance.
Education
Estrella Community college
Associates in performing arts -
Glendale Community College
Glendale, AZ01.2014
High School Diploma -
Trevor G Browne
Phoenix, AZ01.2011
Skills
- Leadership
- Determined
- Positive attitude
- Friendly
- Committed
- Oriented
- Fast learner
- Bilingual (Spanish)
- Loyal
- Organized
Accomplishments
- Maintained a 3.7 GPA thought High School
- Graduated with Honors in Dance (NHSD)
- Principal list (four) semesters in a row (Glendale Community College)
- MVP for Customer service in all of Phoenix (Discover Card)
Community Service
- Volunteer at MAPCA for 4 years (336 hours)
- Youth Educator 2 years
- Annual visits to local school to demonstrate CPR to students
- Make Wish Foundation, volunteer
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Sales Assistant
Axis Capital Holdings
2023.11 - 2024.07
Insurance Agent/ Marketing Rep/Social Media Manager
Soliman Insurance
10.2021 - 11.2023
Insurance Agent/ Office Manager
Freeway Insurance
10.2018 - 10.2021
Customer Service Specialist
QuickStart Interlock
07.2017 - 04.2018
Customer Service Specialist
Consumer Safety Technology
03.2016 - 07.2017
Account manager
Discover Card
12.2013 - 04.2015
Hostess/ Waitress
IHOP
06.2011 - 07.2012
Receptionist/housekeeping/maintenance
Days Inn
06.2010 - 08.2010
Estrella Community college
Associates in performing arts -
Glendale Community College
High School Diploma -
Trevor G Browne
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