I possess versatile skills in project management, problem-solving, and collaboration. With an empathy perspective and strong commitment to quality and success. I'm great in adaptability and proactive approach to deliver effective solutions.
Overview
8
8
years of professional experience
Work History
Appointment Scheduler
Lone Star Transfer
05.2023 - 02.2025
To successfully complete this role, I was managing incoming calls. Identifying and assessing customers needs, that allowed us to build sustainable relationships through interactive communication.
One of our main targets was to ensure excellent service standards by being patient, listening wholeheartedly to the clients situation and offering a peace of mind through knowledge with empathy.
I was able to provide accurate and valid information by ensuring to use all our tools and methods, salesforce being our greatest one.
Agency Sales Representative
Gainsco
04.2020 - 11.2022
Through efficiency in time management, multitasking, and organizational skills I was able to handle a high inbound volume.
Strong knowledge and applications of auto policies, as well as state specific coverages.
Was very familiarized with salesforce and other software programs that allowed accurate quotes and binding of policies
Insurance Agent
Ai United Insurance
04.2017 - 03.2020
Through my strong interpersonal skills I was able to build rapport with our clients and cultivate trusting relationships
Had to be proficient in using a variety of computer systems and software for data entry, record keeping, and customer relationship management (CRM) tools.
With the appropriate tools I was able to fact find the clients needs to find a policy that best fit their lifestyle and their current economic status.
Senior Portfolio Manager at Lone Star PM Firm, LLC Dba Lone Star Realty GroupSenior Portfolio Manager at Lone Star PM Firm, LLC Dba Lone Star Realty Group