Dedicated professional with a strong commitment to innovation and integrity. Proven organizational skills and a solid educational background support effective collaboration with diverse teams. Aiming to contribute positively to a forward-thinking company while fostering a compassionate work environment.
Overview
10
10
years of professional experience
Work History
Licensed Insurance Agent P&C & Auto
USAA - P&C Auto Insurance
San Antonio
06.2023 - 01.2025
Assisted clients with policy selection and coverage options.
Processed applications and maintained accurate client records.
Educated clients on insurance products and benefits.
Collaborated with underwriters to assess risk factors and premiums.
Resolved client inquiries and provided exceptional customer service.
Provided assistance with billing inquiries, payment processing, and customer service issues.
Conducted customer needs assessments to identify appropriate coverage levels and options.
Maintained accurate records of client information including contact details and policy changes.
Ensured compliance with all federal, state, local laws and regulations regarding insurance practices.
Upsold products to policyholders and potential new clients.
Advised clients on their insurance needs and coverage options based on individual requirements.
Credit Card Dispute Specialist
Chase
San Antonio
06.2022 - 02.2023
Take an average of 40-50 inbound calls a day
Follow monthly step goals and floor goals, including average handle time, hold time and time off the phone metrics.
Work on sharepoint errors from previous cases.
Follow Regulation Z guidelines.
Follow Visa & Mastercard Policy's and Procedures.
OTM Sales, Outbound Business Agent
Spectrum
San Antonio
08.2021 - 04.2022
Responsible for making sure all current customers know about all services spectrum has to offer
Make sure all current customers are updated on latest infrastructures.
Call businesses all over the U.S that don't have spectrum services to offer services.
Key in orders to set up install dates for new customers, using up to 3 different programs.
Overlook construction orders to make sure customer is aware how long and when construction will be completed.
Make an average of 150 calls a day.
Sales Lead/Operations Manager
Amtel (T-Mobile)
San Antonio
06.2015 - 01.2021
Managed sales floor and head of operations
Aided and assisted in the opening of multiple new stores at different locations
Lead district conference calls to discuss revenue, goals, and sales
Resolved escalations whether by phone or in person interactions
Complied with all regulatory guidelines
Consistently achieved or surpassed monthly incentive goals as well as achieved personal goals as an employee and part of the team
Handled inventory, cash transactions and deposits effectively
Education
High School Diploma -
James Madison High School
San Antonio, TX
06-2010
Skills
Excellent customer service/sales experience
Experience with working in a fast pace environment
Strong leadership skills
Ability to work under time constraints
Ability to adapt to new environments
Merchandising
Excellent communication skills
Excellent organization skills
Strong ability to overcome adversity and new changes
Ability to multitask
Experience with troubleshooting phones and tablets
Walking customers through IOS and android features