Jackeline Iglesias
Tornillo,TX
Summary
Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adapt at working effectively unsupervised and quickly mastering new skills.
Overview
4
4
years of professional experience
Work History
Senior Personal Banker
First Convenience Bank
El Paso, TX
06.2023 - Current
- Developed relationships with customers by providing exceptional customer service and responding promptly to inquiries.
- Prepared loan documents according to bank procedures while ensuring accuracy of all data entries.
- Tracked account activity for compliance purposes in accordance with internal policies and government regulations.
- Maintained position of trust and responsibility by keeping customer business confidential.
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
- Balanced daily cash deposits and vault inventory with zero error rate.
Licensed Insurance Agent
Progressive
Mayfield Heights, OH
07.2022 - 06.2023
- Conducted customer needs assessments to identify appropriate coverage levels and options.
- Processed policy changes, renewals, cancellations, claims and other related paperwork accurately and timely.
- Provided assistance with billing inquiries, payment processing, and customer service issues.
- Ensured compliance with all federal, state, local laws and regulations regarding insurance practices.
- Performed routine follow-up calls to assess customer satisfaction with products and services.
- Responded promptly to customer inquiries via phone calls or emails in a professional manner.
- Responded to customer inquiries and problems to promote great service.
- Engaged customers and provided high level of service by carefully explaining details about documents.
- Conducted telephone appointments with prospective clients to build rapport and sell insurance services.
- Serviced existing portfolios, assisting members with coverage questions and accurately processing policy endorsements.
Licensed Insurance Agent
Allstate
Horizon City, TX
07.2020 - 07.2022
- Provided assistance with billing inquiries, payment processing, and customer service issues.
- Researched complex underwriting issues and provided solutions for customers' satisfaction.
- Ensured compliance with all federal, state, local laws and regulations regarding insurance practices.
- Collaborated with internal teams such as Underwriters and Claims Adjusters to ensure accuracy.
- Provided guidance and support to less experienced agents during onboarding process.
- Initiated contact with potential clients through cold calling and networking activities.
- Responded promptly to customer inquiries via phone calls or emails in a professional manner.
- Provided leadership and training for new agents regarding industry best practices and company policies.
- Engaged customers and provided high level of service by carefully explaining details about documents.
- Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
- Received underwriting approvals after accurately completing applications for insurance coverage.
Education
High School Diploma -
Tornillo High School
Tornillo, TX06-2017
Some College (No Degree) - Nursing
El Paso Community College
El Paso, TXSkills
- Relationship Management
- Portfolio Management
- MS Excel
- Member Support
- Customer Satisfaction
- Paperwork Processing
- Complaint Resolution
- Inbound and Outbound Calling
- Information Security
- Call Management
- Document Control
- Computer Proficiency
- Team Development
- Office Equipment Proficiency
- Active Listening
- Follow-Up Skills
- Problem-Solving Abilities
- Microsoft PowerPoint
- Microsoft Office Expertise
- Filing
Timeline
Senior Personal Banker
First Convenience Bank
06.2023 - Current
Licensed Insurance Agent
Progressive
07.2022 - 06.2023
Licensed Insurance Agent
Allstate
07.2020 - 07.2022
High School Diploma -
Tornillo High School
Some College (No Degree) - Nursing
El Paso Community College