Elsa Medina
Duncanville
Summary
Knowledgeable and dedicated customer service professional with 9+ years of customer service experience. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Insurance Financial Risk Advisor
State Farm
11.2021 - Current
- Reviewed customer needs and financial means to determine appropriate policy offerings.
- Maintained detailed records of customer information and policy sales.
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.
- Identified and responded to customer requests and concerns through email, online chat and phone for both English and Spanish-speaking customers.
- Used CRM software to maintain detailed contact logs and account records.
- Mentored and trained sales teams on best practices and product knowledge.
- Met existing customers to review current services and expand sales opportunities.
- Monitored individual sales performance metrics, identifying areas for improvement and implementing corrective action plans as needed.
ASSISTANT MANAGER
First Cash Financial
10.2013 - Current
- 9+ years ensuring all customers received friendly, quick, and efficient service.
- Managed daily tasks consistently and sought out opportunities to go beyond requirements and support business targets.
- Reviewed daily reports in detail and resolved any identified discrepancies.
- Evaluated customer issues and developed solutions.
- Performed administrative duties such as preparing sales budgets and reports, keeping sales records, and filing expense account reports.
- Recommended products to customers, based on customers' needs and interests.
RECEPTIONIST
Econolodge Inn & Suites
05.2013 - 10.2013
- Welcomed each new arrival pleasantly and confirmed reservations and identification.
- Greeted guests on arrival and arranged for luggage to be taken to assigned rooms.
- Registered guests, upsold rooms, reviewed accounts.
- Kept the occupants happy with their stay by providing knowledgeable service and quick resolutions.
- Checked lobby, bathrooms and common areas near front desk for cleanliness multiple times per shift.
HOSTESS / WAITRESS
Guadalajara Mexican Restaurant
05.2009 - 07.2012
- 3 years serving customers.
- Greeted guests upon arrival and escorted them to tables.
- Maintained detailed knowledge of specials and currently available items to provide guests with informative menu descriptions.
- Recorded or memorized orders and processed bill.
- Documented reservations, alerted servers and managers of large groups and prepared seating.
- Used cash registers and credit card machines to cash out customers.
Education
High School Diploma -
Arlington High School
Arlington, TX05.2010
Skills
- Contract review and analysis
- Account management
- Account retention
- Strategic planning
- Budgeting
- Product knowledge
- Auto insurance
- Quotes and sales
- Multitasking Abilities
- Dependable and Responsible
- Team leadership and coaching
Certification
- CPR Certified
- Property and Casualty License, Texas Department of Insurance 03/2020
Additional Information
- First Cash Financial Top Gun
- Inside Sales Team Winner of 3 Competitions
Languages
Spanish
Full Professional
English
Full Professional
Timeline
Insurance Financial Risk Advisor
State Farm
11.2021 - Current
ASSISTANT MANAGER
First Cash Financial
10.2013 - Current
RECEPTIONIST
Econolodge Inn & Suites
05.2013 - 10.2013
HOSTESS / WAITRESS
Guadalajara Mexican Restaurant
05.2009 - 07.2012
High School Diploma -
Arlington High School