Summary
Overview
Work History
Education
Skills
Timeline
Generic

Guadalupe Castillo

San Antonio,Texas

Summary

Bilingual Insurance Customer Service Representative with a dedicated and results-oriented approach. I have over 10 years of experience in the insurance industry, with a proven track record of delivering excellent customer service. I am skilled in handling various customer inquiries and complaints professionally and empathetically. My strong knowledge of insurance products, policies, and procedures allows me to resolve issues quickly and efficiently. I thrive in fast-paced environments while maintaining a positive attitude and am seeking to leverage my expertise to provide exceptional customer service.

Overview

10
10
years of professional experience

Work History

CSR

Dziga Insurance Agency
08.2013 - 12.2023
  • Answered incoming phone calls to articulate products offered to prospective customers and assist current policyholders
  • Kept up-to-date with product information for over 30 carriers to ensure customer needs were met
  • Reviewed customer coverages and helped identify their needs for the insurance agent team
  • Collaborated with underwriters to offer competitive rates for customer renewals, cancellations, and quotes, resulting in a 90% customer retention rate.
  • Verified and updated customer contact details and payment information in the Agency Advantage program to maintain an accurate customer database
  • Maintained detailed records of policies and billing in filing room
  • Provide service to commercial and personal license agents.
  • Made 20+ outbound calls per day to follow up with customers who were overdue in their payments. (Personal Lines, Commercial, Finance Company, Workers Compensation, Bonds)

Education

High School -

Southwest Preparatory High School
San Antonio, Texas
05.2010

Skills

  • Bilingual
  • Customer Relations
  • Auto Insurance
  • Home Insurance
  • Personal Lines Insurance
  • Commercial Accounts
  • Account Renewal Solicitation
  • Agency Advantage software
  • Filing
  • Paperwork processing
  • Multitasking and organization
  • Coordination
  • Data entry
  • Money handling

Timeline

CSR

Dziga Insurance Agency
08.2013 - 12.2023

High School -

Southwest Preparatory High School

Similar Profiles

  • Tina Reed

    Tina ReedTina Reed

    Licensed Insurance Producer/CSR at FARMERS INSURANCE AGENCY/NAZE PERRY INSURANCE AGENCYLicensed Insurance Producer/CSR at FARMERS INSURANCE AGENCY/NAZE PERRY INSURANCE AGENCY

  • Anne Marie Huff

    Anne Marie HuffAnne Marie Huff

    Client Outreach/Appointment Setter/Telemarketer at Acrisure Insurance Agency/Bender Insurance AgencyClient Outreach/Appointment Setter/Telemarketer at Acrisure Insurance Agency/Bender Insurance Agency

  • Dawn Longo

    Dawn LongoDawn Longo

    Commercial Account Executive at Risman Insurance Agency/Hurley Insurance AgencyCommercial Account Executive at Risman Insurance Agency/Hurley Insurance Agency

  • Shamir Cardenas

    Shamir CardenasShamir Cardenas

    Pricing/CTS Specialist – Health Portfolio at Accenture Federal ServicesPricing/CTS Specialist – Health Portfolio at Accenture Federal Services

  • Charles Goggin

    Charles GogginCharles Goggin

    R&D Sabbatical at SelfR&D Sabbatical at Self

CREATE PROFILE