Isabel Avalos
Summary
Knowledgeable and dedicated customer service professional with extensive experience in sales/finance industry. 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. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Customer Service Rep
Professional Financial Services
2024.03 - 2024.07
- Performed collection activities on delinquent accounts
- Performed Skip Tracing and other locate activities such as in person consultations
- Assisted in Repossession Management
- Assisted in completing and maintaining insurance claims, filing, and record-keeping systems
- Performed welcome calls to new customers
- Applied loan payments, maintained cash drawer accuracy and security, prepared and submitted office bank deposits and checkbook transactions, funds loans, verification of insurance and employment
- Solicited, prepared, and processed personal loan applications and obtained target for monthly goals
- Assisted Branch Manager in approval of Auto loans thru Dealer Track and funded ACH to dealers.
Bilingual CSR
American Family Insurance
2023.08 - 2024.02
- Provided excellent customer service, addressing inquiries, concerns, and offering solutions related to insurance policies, coverages, claims, and billing
- Assist with policy changes, updates, and endorsements
- Handle various client interactions, Policy inquiries, and administrative duties
- Upsell customers on life insurance or other optional products.
Assistant Manager
OneMain Financial
2017.08 - 2023.07
- Assisted the Branch Manager with leading the team in meeting monthly, quarterly, and yearly sales goals set by upper administration
- Assisted in the training of new team members and continuing education for current team members
- Operated as head loan officer within the office – reviewed credit reports, created sales plans, completed collections, educated on optional insurance products to customers, solicited local businesses for potential new customers, and collaborated with customers throughout the loan life cycle to help meet their financial goals
- Serviced customers in both the English and Spanish language within the office and remotely
- Accolades: Top Selling Loan Officer in the District – Years 2019, 2020, 2021; Life Insurance Sales, Diamond Level – Years 2019-2022; Achieved 100% of all individual sales goals – Years 2018-2023.
Assistant Manager
Rent-A-Center
2014.04 - 2016.09
- Responsible for team member schedules, filing/maintaining customer accounts, and managing inventory
- Assisted sales representatives with resolving customer product/service complaints
- Trained newly hired sales representatives and provided sales assistance when needed in both the English and Spanish language
- Accolades: Earned “Top Seller” – Years 2014, 2015, and 2016; Named “Most Effective Department Sales Representative” in the entire district – Years 2014, 2015.
Data Entry Clerk
Total Property Preservations
2013.03 - 2014.01
- Managed bank transactions/accounts for services rendered
- Maintained detailed records on clients, and general secretarial duties.
Pharmaceutical Representative
AOS Research
2012.09 - 2013.08
- Collaborated with provider offices to educate on new medications and organize sample delivery
- Data entry documenting call logs, customer interactions, and client information
- Performed cold calls to prospective customers utilizing both the English and Spanish language.
Education
Associate in Arts -
Cape Fear Community College
Wilmington, NC04.2020
Skills
- Proficiency in Microsoft Office 360 (Word, Excel, PowerPoint, Outlook, Teams)
- Customer Service
- Problem-solving abilities
- Critical Thinking
- Conflict Resolution
- Product Sales
- Sales expertise
- Account updating
- Service Upselling
- Active Listening
Accomplishments
- Exceeded monthly quota each month in all sales positions held
- Achieved delinquency attainment by completing collection and skip tracing with accuracy and efficiency.
- Telephone Service - Professionally processed 80+ calls per day, providing information and service to ensure customer satisfaction.
- Developed prospects for new loans by conducting 50+ weekly cold calls.
- Repeatedly commended by superiors for excellent customer service.
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
Certification
- Insurance Producer Licensed in NC Property, Casualty, and Life. NPN 18544110
- NC Notary Public license – Commission No. 202213700011 (Expires 5/8/2027)
Timeline
Customer Service Rep
Professional Financial Services
2024.03 - 2024.07
Bilingual CSR
American Family Insurance
2023.08 - 2024.02
Assistant Manager
OneMain Financial
2017.08 - 2023.07
Assistant Manager
Rent-A-Center
2014.04 - 2016.09
Data Entry Clerk
Total Property Preservations
2013.03 - 2014.01
Pharmaceutical Representative
AOS Research
2012.09 - 2013.08
Associate in Arts -
Cape Fear Community College
- Insurance Producer Licensed in NC Property, Casualty, and Life. NPN 18544110
- NC Notary Public license – Commission No. 202213700011 (Expires 5/8/2027)
Similar Profiles
Matt BarrettMatt Barrett
Branch Manager at Professional Financial ServicesBranch Manager at Professional Financial Services
Michael CantrellMichael Cantrell
Customer Service Representative at Professional Financial ServicesCustomer Service Representative at Professional Financial Services
Rodney WhiteRodney White
Branch Manager at Professional Financial ServicesBranch Manager at Professional Financial Services