Summary
Overview
Work History
Skills
Timeline
Generic

EDGAR URDANETA

HERRIMAN

Summary

Sales and Customer Service Professional with a proven ability to build lasting client relationships and deliver outstanding service.

Experienced with operating and maintaining various types of production machinery. Utilizes technical skills to troubleshoot and resolve mechanical issues swiftly. Knowledge of safety standards and procedures to maintain secure working environment.

Overview

4
4
years of professional experience

Work History

Sales Representative

Agent Boost Marketing
01.2025 - 08.2025
  • Conducted high-volume outbound cold calls to Medicare-eligible individuals to assess their current coverage and introduce better plan options.
  • Educated prospects on additional benefits available, addressing questions and overcoming objections to build trust.
  • Successfully transferred qualified prospects to licensed Medicare agents to complete enrollments.
  • Consistently met or exceeded daily and monthly call/sales goals in a competitive environment.
  • Recognized for persistence, professionalism, and ability to connect with diverse customers.

Bank Teller

Mountain America Credit Union
05.2023 - 12.2024
  • Processed deposits, withdrawals, transfers, and loan payments accurately while maintaining compliance with financial policies.
  • Assisted members with account services including new account openings, product inquiries, and online banking support.
  • Balanced cash drawer daily with 100% accuracy and adherence to internal audit requirements.
  • Promoted financial products such as savings accounts, credit cards, and loans, contributing to branch sales goals.
  • Built strong relationships with members, enhancing trust and satisfaction.

Customer Service Representative

Gold Standard Automotive
03.2022 - 04.2023
  • Managed inbound calls regarding warranty and insurance policies, ensuring clear communication of benefits and coverage.
  • Processed claims efficiently while verifying eligibility and policy details.
  • Partnered with adjusters to resolve coverage disputes and accelerate claim resolutions.
  • Maintained accurate records of all customer interactions, reducing repeat issues.
  • Consistently praised by management for professionalism and attention to detail.

Machine Operator

Bullfrog Spas LLC
02.2021 - 01.2022
  • Followed detailed instructions to operate machines with accuracy and produce quality products.
  • Set up and adjusted equipment and properly configured machines for daily operation.
  • Complied with company and OSHA safety rules and regulations.
  • Trained new employees on proper machine operation, ensuring adherence to company standards and safety guidelines.
  • Loaded raw materials into machines and unloaded finished products to keep manufacturing process running smoothly.

Skills

  • Customer Engagement
  • Sales Strategy
  • Relationship Building
  • Problem Solving
  • Compliance Management
  • Time Management
  • Team Collaboration
  • Negotiation
  • Customer Support
  • Customer Experience
  • Product Knowledge
  • Account Management

Timeline

Sales Representative

Agent Boost Marketing
01.2025 - 08.2025

Bank Teller

Mountain America Credit Union
05.2023 - 12.2024

Customer Service Representative

Gold Standard Automotive
03.2022 - 04.2023

Machine Operator

Bullfrog Spas LLC
02.2021 - 01.2022

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EDGAR URDANETA