Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Elsa Moreno

San Antonio,TX

Summary

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

Timeline

Phone Banker

Wells Fargo Bank, N.A.
01.2010 - Current

Insurance Agent

Affirmative Insurance Holdings
01.2007 - 01.2010

Claims Service Representative

Nationwide Insurance Company
01.2001 - 08.2006

Some College (No Degree) - Biology

San Antonio College
Elsa Moreno