Devin Peterson
Atascocita
Summary
Dynamic Client Relationship & Operations Coordinator with proven expertise at Southwestern Insurance Services. Skilled in CRM management and client communication, I enhance client satisfaction and streamline operations. Adept at cross-departmental collaboration, I ensure accurate documentation and timely billing, driving retention and operational efficiency. Committed to delivering exceptional service and support.
Overview
1
1
year of professional experience
1
1
Certification
Work History
Client Relationship & Operations Coordinator
Southwestern Insurance Services
Houston
07.2024 - Current
- Company Overview: Independent Agency | Houston, TX
- Serve as the primary point of contact for 25+ business clients, handling service requests, updates, and ongoing engagement.
- Maintain CRM documentation in AgencyZoom to ensure complete and up-to-date client records and task tracking.
- Organize onboarding documents, engagement schedules, and internal reporting to support operations and retention.
- Coordinate with internal teams to address questions, fix documentation issues, and ensure client satisfaction.
- Independent Agency | Houston, TX
Insurance Producer (Licensed PNC & Life)
Farmers Insurance
San Antonio
05.2024 - 07.2024
- Company Overview: San Antonio, TX
- Managed high-volume communication to verify records and prepare client documentation packages.
- Updated CRM activity logs, flagged incomplete files, and supported compliance processes.
- Collaborated with support and billing teams to ensure invoice and policy accuracy.
- Explained service options and timelines in clear, client-friendly terms.
- San Antonio, TX
Education
B.S. - Neuroscience
University of Illinois Chicago
05.2024
Skills
- Client communication and issue resolution
- CRM management and documentation
- Administrative support and record keeping
- Billing coordination and accounts receivable tracking
- Microsoft Excel proficiency
- Cross-departmental collaboration
- Accuracy and time management
Certification
- Property & Casualty Insurance License
- Life & Health Insurance License
Timeline
Client Relationship & Operations Coordinator
Southwestern Insurance Services
07.2024 - Current
Insurance Producer (Licensed PNC & Life)
Farmers Insurance
05.2024 - 07.2024
B.S. - Neuroscience
University of Illinois Chicago
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