Summary
Overview
Work History
Education
Skills
Timeline
Generic

Gilda Moreno Lopez

Cape Coral,FL

Summary

Flexible hard worker ready to learn and contribute to team success.

Dedicated employee known for punctuality, pursuing employment options where good customer service and positive attitude will make a difference.

Bilingual Customer Service Representative quickly and effectively resolves complaints and issues. Well-trained and composed in busy call center settings. Proficient in

Dedicated Customer Service Representative motivated to improve service satisfaction and contribute to overall company success. Well-developed communicator versed in product and service solutions.

Proven expertise in insurance products, service and customer needs. Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day. Identifies and resolves concerns while promoting new products and meeting sales objectives.

Hardworking employee with customer service, multitasking and time management abilities. Devoted to giving every customer a positive and memorable experience.

Overview

9
9
years of professional experience

Work History

Insurance Sales Agent

AllState
Cape Coral, FL
02.2024 - Current
  • Explained coverage options to potential policyholders, answering questions or concerns.
  • Processed applications and paperwork related to policy issuance or renewal.
  • Followed up with clients regularly to ensure satisfaction with services provided.
  • Identified cross-selling opportunities among existing customers.
  • Rewrote and reinstated insurance policies, following underwriting and business rules.
  • Counseled prospects and policyholders on coverage, limits and regulations.
  • Prepared and delivered detailed policy proposals and quotes to potential clients.
  • Generated leads through cold calling, networking, referrals, and other marketing initiatives.
  • Addressed and resolved clients' inquiries and concerns promptly, ensuring high levels of client satisfaction.
  • Built and maintained strong relationships with clients through regular follow-ups and excellent customer service.
  • Maintained compliance with all regulatory requirements and ethical standards in the insurance industry.

Mortgage Loan Originator

Easy Mortgage
Cape Coral, FL
09.2021 - 05.2023
  • Originated loans and assisted senior-level credit officers with complex loan applications.
  • Complied applications and paperwork and double-checked for accuracy.
  • Developed and maintained relationships with local real estate agents.
  • Submitted applications to credit analysts.
  • Approved loans that met specifications.
  • Monitored loan serving agreements and loan covenants to ensure compliance.
  • Reviewed loan agreements to verify completeness and accuracy according to applicable policies.
  • Met with applicants to obtain information for loan applications and answer questions about processes.
  • Listened carefully to customer complaints and swiftly resolved issues by taking appropriate action.
  • Spent ample time with each applicant to break down complex information into terms that easy to understand.
  • Identified valuable solutions for customers with credit problems.
  • Reviewed credit histories from applicants and determined feasibility of granting requested loans.
  • Analyzed applicant financial and credit status, evaluating assets and risk to determine loan feasibility.
  • Helped customers make decisions about loans and lines of credit based on availability, terms and benefits.
  • Cultivated partnerships with individuals and firms to better promote products meeting customers' needs.

Insurance Sales Agent

Amigos Auto Insurance
Cape Coral, FL
07.2022 - 02.2023
  • Conducted market research to identify potential customers and target markets.
  • Assisted clients in selecting appropriate coverage options for their needs.
  • Developed a customer service strategy to ensure the highest level of satisfaction.
  • Generated leads through cold calling, networking, referrals, and other marketing initiatives.
  • Processed applications and paperwork related to policy issuance or renewal.
  • Resolved customer inquiries and complaints in a timely manner.
  • Built relationships with existing clients by providing exceptional service.
  • Ensured that all required documents are properly filled out before submission.

Retail Sales Assistant

Norman Love Confections
Fort Myers, FL
05.2018 - 11.2021
  • Engaged positively with each customer, providing professional and polite support for sales and service needs.
  • Managed cash register operations using POS system and processed sales and returns.
  • Kept calm and applied strong problem-solving and interpersonal skills to resolve conflicts.
  • Employed strong relationship-building skills and consistent follow-through in every aspect of work to improve customer satisfaction.
  • Monitored sales floor to identify customers in need of assistance and merchandise requiring replenishment.
  • Greeted each customer and offered assistance in finding requested items, helping boost customer satisfaction and retention.
  • Initiated friendly conversation with customers to determine level of assistance required.
  • Followed company policies, rules and procedures to promote company goals and maintain safety.
  • Assisted customers by asking open-ended questions to understand needs and suggest suitable merchandise.

Retail Sales Assistant

Papaya Clothing
Cape Coral, FL
09.2017 - 06.2018
  • Engaged positively with each customer, providing professional and polite support for sales and service needs.
  • Welcomed customers, offered to help locate items and suggested merchandise without being intrusive or pushy.
  • Managed cash register operations using POS system and processed sales and returns.
  • Kept calm and applied strong problem-solving and interpersonal skills to resolve conflicts.
  • Employed strong relationship-building skills and consistent follow-through in every aspect of work to improve customer satisfaction.
  • Monitored sales floor to identify customers in need of assistance and merchandise requiring replenishment.
  • Greeted each customer and offered assistance in finding requested items, helping boost customer satisfaction and retention.
  • Helped customers by answering questions and locating merchandise.
  • Initiated friendly conversation with customers to determine level of assistance required.
  • Assisted customers by asking open-ended questions to understand needs and suggest suitable merchandise.
  • Answered questions about current promotions and resolved issues according to store policies.

Telephone Operator

Caracol
Varadero, Matanzas
11.2015 - 01.2017
  • Answered calls with friendly and polite approach to engage callers and deliver exceptional customer service.
  • Took messages from callers and accurately relayed details to intended staff.
  • Completed connections between callers, departments and professionals.
  • Answered up to 100 calls per day in fast-paced environment, transferring callers to appropriate personnel.
  • Communicated general company information to inquiring customers to project positive company image.
  • Handled incoming calls with friendly and cheerful attitude for organization using multi-line system.
  • Provided patient information to visitors and responded to telephone inquiries regarding patient information in accordance with facility policies.
  • Handled incoming and outgoing calls according to standard operating procedures.
  • Recorded phone system messages directing callers to desired extensions and offering general company information.
  • Scheduled appointments by sharing availability with callers and entering information into the system.
  • Managed corporate phone services for bustling business with multiple employees by routing calls quickly and accurately.

Education

High School Diploma -

IPU Jose Smith Comas
Cardenas, Matanzas
07.2015

Some College (No Degree) - Natural Sciences

Florida SouthWestern State College
Fort Myers, FL

2-20 Insurance License

Kaplan Financial Education
Fort Myers, FL

Skills

  • Customer service-focused
  • Email and Telephone Etiquette
  • Verbal and Written Communication
  • Customer retention
  • Licensed insurance agent
  • Relationship Building
  • Customer Inquiry and Response
  • Product knowledge

Timeline

Insurance Sales Agent

AllState
02.2024 - Current

Insurance Sales Agent

Amigos Auto Insurance
07.2022 - 02.2023

Mortgage Loan Originator

Easy Mortgage
09.2021 - 05.2023

Retail Sales Assistant

Norman Love Confections
05.2018 - 11.2021

Retail Sales Assistant

Papaya Clothing
09.2017 - 06.2018

Telephone Operator

Caracol
11.2015 - 01.2017

High School Diploma -

IPU Jose Smith Comas

Some College (No Degree) - Natural Sciences

Florida SouthWestern State College

2-20 Insurance License

Kaplan Financial Education

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