Duilinda Soares-Yarbery
Turlock,CA
Summary
Insurance agent specializing in customer service and policy management. Proven track record in building client relationships and providing expert advice on coverage options. Strong problem-solving and negotiation skills have driven team success. Recognized for delivering innovative solutions to complex challenges.
Overview
30
30
years of professional experience
1
1
Certification
Work History
Insurance Agent Customer Service Representative
Western Valley Insurance
Turlock, CA
09.1995 - Current
- Cultivated strong client relationships through exceptional customer service.
- Addressed customer inquiries, complaints, and requests regarding insurance policies.
- Ensured compliance with company guidelines and regulatory standards in customer account management.
- Explained insurance coverage details and policy limitations to clients clearly.
- Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
- Maintained accurate records of customer policies, transactions, and correspondence.
- Resolved billing disputes, processed payments, and issued refunds as necessary.
Insurance Agent/Office Manager
Michael Passarelli - State Farm Insurance Agency
Newman, CA
12.2006 - 08.2018
- Oversaw daily office operations, managing banking activities and administrative functions effectively.
- Administered sales and service for personal, commercial, life, and health insurance products.
- Prepared various legal documents including applications, endorsements, renewals, and cancellations.
- Enhanced operational efficiency through coordination of production reports and marketing initiatives.
- Calculated premiums and established payment methods, received customer payments, issued receipts, and resolved billing issues.
Insurance Agent /Senior Customer Service Representative
Gerald A. O'Rourke - State Farm Insurance Agency
Gustine, CA
09.1995 - 12.2006
- Managed sales and services for personal lines, life, and health insurance products.
- Served as Bank Representative for State Farm Bank, facilitating customer transactions.
- Delivered exceptional customer service while handling billing and payment inquiries.
- Prepared necessary documents including applications, endorsements, renewals, and cancellations.
- Calculated premiums and established payment methods, resolving billing issues efficiently.
Education
High School Diploma -
Hilmar High School
Hilmar, California06-1985
Skills
- Customer service
- Regulatory compliance
- Claims processing
- Policy administration
- Risk assessment
- Sales management
- Time management
- Problem solving
Certification
- Property and Casualty License, Life, Health and Annuity License
- PLIC - Personal lines Insurance Consultant Certificate
Timeline
Insurance Agent/Office Manager
Michael Passarelli - State Farm Insurance Agency
12.2006 - 08.2018
Insurance Agent Customer Service Representative
Western Valley Insurance
09.1995 - Current
Insurance Agent /Senior Customer Service Representative
Gerald A. O'Rourke - State Farm Insurance Agency
09.1995 - 12.2006
High School Diploma -
Hilmar High School