Dedicated professional with extensive experience in customer service and claims processing. Strong skills in bilingual communication, risk assessment, and problem-solving. Committed to empowering customers and ensuring issue resolution.
Overview
1
1
Certification
26
26
years of professional experience
Work History
Phone Banker
Wells Fargo Bank, N.A.
San Antonio, Texas
01.2010 - Current
Verified customer identity per bank policy before processing transaction requests, ensuring security and compliance.
Answered incoming calls from customers, delivering prompt service and resolving inquiries to enhance customer satisfaction.
Empowered customers with knowledge to navigate bank systems and online tools, enabling them to find answers and process transactions independently.
Insurance Agent
Affirmative Insurance Holdings
San Antonio, Texas
01.2007 - 01.2010
Provided quotes for automobile and homeowners insurance, processed payments and endorsements to facilitate client coverage decisions.
Assisted clients with claims processing and resolved issues to ensure timely claim settlements.
Daily bank deposits
Claims Service Representative
Nationwide Insurance Company
San Antonio, Texas
01.2001 - 08.2006
Reviewed claims files to support timely resolution for policyholders.
Contacted customers to gather essential information for efficient claim review.
Reviewed policy terms to confirm accurate coverage for claims processing. to identify correct coverage.
Assisted clients with repair options, coordinating with preferred body shops and scheduling repair estimates.
Provided translation services for Nationwide associates translating from English to Spanish
Education
Some College (No Degree) - Biology
San Antonio College
San Antonio, TX
Skills
Transaction processing
Digital banking assistance
Claims processing
Risk assessment
Customer service
Bilingual communication
Teamwork and collaboration
Certification
Property & Casualty License previously held and eligible for reinstatement