Summary
Overview
Work History
Education
Skills
Certification
Timeline
Receptionist
Deborah Cruz

Deborah Cruz

Peoria,AZ

Summary

Accomplished insurance specialist with a proven ability to handle complex caseloads and provide superior customer service. Skilled in fostering relationships and communicating clearly in fast-paced environments. History of enhancing workflow efficiency through process improvements.

Overview

21
21
years of professional experience
1
1
Certificate
4
4
years of post-secondary education

Work History

Loss of a Loved One Insurance Specialist

United Services Automobile Association, USAA
Phoenix, AZ
11.2017 - Current
  • Reviewed financial products and guided clients through documentation for insurance policies and accounts.
  • Closed sales on new policies by presenting customized options to clients.
  • Managed member inquiries via chat, ensuring prompt and accurate responses.
  • Collaborated with team members to enhance workflow processes and improve efficiency.

Survivor Relations Insurance Specialist

United Services Automobile Association, USAA
Phoenix, Arizona
11.2009 - 11.2017
  • Coordinated with other departments within the organization regarding issues related to policy and account administration.
  • Closed sales on new policies by presenting insurance options to customers accurately and efficiently.
  • Fostered relationships with customers to expand customer base and retain business.
  • Interviewed prospective clients to obtain data about financial resources and needs.

Business Owner

CCIC Beauty College
Peoria, AZ
06.2006 - 04.2013
  • Managed operations budgeting, accounts payable, and accounts receivable and payroll.
  • Participated in trade shows, conventions, and other events related to industry promotion.
  • Assessed the performance of the Director of Operations.

Survivor Relations Specialist

United Services Automobile Association, USAA
Phoenix, Arizona
11.2005 - 11.2009
  • Coordinated with other departments to ensure efficient workflow processes.
  • Reviewed documents for accuracy prior to submission or publication.
  • Maintained positive working relationship with fellow staff and management.
  • Identified needs of customers promptly and efficiently.

Property and Casualty Insurance Agent Senior

United Services Automobile Association, USAA
Phoenix, Arizona
07.2004 - 11.2005
  • Conducted risk assessments to identify potential insurance coverage gaps for clients.
  • Provided leadership and training for new agents regarding industry best practices and company policies.
  • Addressed and resolved clients' inquiries and concerns promptly, ensuring high levels of client satisfaction.
  • Processed applications and renewals efficiently while ensuring compliance standards.

Education

Bachelor of Science - Psychology

Arizona State University
Tempe, AZ
08.1985 - 05.1989

Skills

  • Customer service
  • Relationship building
  • Licensed insurance agent
  • Effective communication

Certification

  • Property and Casualty Insurance License for Personal Lines
  • Life and Health Insurance License

Timeline

Loss of a Loved One Insurance Specialist

United Services Automobile Association, USAA
11.2017 - Current

Survivor Relations Insurance Specialist

United Services Automobile Association, USAA
11.2009 - 11.2017

Business Owner

CCIC Beauty College
06.2006 - 04.2013

Survivor Relations Specialist

United Services Automobile Association, USAA
11.2005 - 11.2009

Property and Casualty Insurance Agent Senior

United Services Automobile Association, USAA
07.2004 - 11.2005

Bachelor of Science - Psychology

Arizona State University
08.1985 - 05.1989

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