JACQUELINE CAZARES
San Antonio,TX
Summary
Diplomatic customer service professional experienced in defining and analyzing customer requests to resolve issues. Accurate in documenting customer concerns and dedicated to maintaining deep knowledge of products and promotions. Confident communicator recognized for consistently receiving excellent customer feedback.
Overview
14
14
years of professional experience
Work History
Customer Service Specialist
Wells Fargo
San Antonio, TX
09.2016 - 12.2023
- Answered incoming customer inquiries regarding product and service information.
- Demonstrated excellent communication skills in resolving product and consumer complaints.
- Adjusted bills and refunded money to resolve customers' service or billing complaints.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Helped customers open accounts, make deposits, update information and carry out range of routine actions.
Appointment Coordinator
Beldon Roofing
San Antonio, Texas
10.2014 - 06.2016
- Managed a high volume of incoming requests while maintaining quality customer service.
- Performed follow-up calls after each appointment to ensure satisfaction with services provided.
- Assisted in resolving conflicts with conflicting schedules or double bookings.
- Scheduled and confirmed appointments.
- Responded promptly to any changes or cancellations of existing appointments.
- Created spreadsheets in Microsoft Excel for record-keeping and reporting.
Insurance Agent
Nationwide
San Antonio, TX
02.2012 - 07.2014
- Developed appropriate quotes based on risk information.
- Conducted telephone appointments with prospective clients to build rapport and sell insurance services.
- Monitored clients' insurance coverages to ensure changing needs were met.
- Participated in continuing education courses to stay current on industry trends and changes in regulations.
- Explained different options to prospective clients, encouraging sale of insurance policies that best fit needs.
- Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
- Provided customers with information regarding plan features, pricing, and availability.
Donor Recruitment Representative
South Texas Blood & Tissue
San Antonio, TX
10.2009 - 05.2014
- Generated weekly and monthly reports on donation activity for management review.
- Participated actively in team meetings and brainstorming sessions related to increasing donations.
- Obtained detailed medical and personal data for patient charts and records.
- Pulled and organized file charts, placing appointment reminder calls to patients.
- Responded promptly to inquiries from prospective donors about donation opportunities.
- Managed relationships with potential donors and maintained contact lists.
- Conducted outreach activities including presentations, telephone calls, emails, and face-to-face meetings to solicit donations.
Education
High School Diploma -
Thomas Jefferson
San Antonio, TX06.2002
Skills
- Complaint Resolution
- Account Management
- Customer Retention
- Report Generation
- Personnel Recruitment
- Personnel Records Maintenance
- Progress Tracking
- Relationship Building
- Banking
- Customer Satisfaction
- Spanish Language Translation
- Call Center Operations
Affiliations
I play the violin. I love to read and I also love writing.
References
References available upon request.
Timeline
Customer Service Specialist
Wells Fargo
09.2016 - 12.2023
Appointment Coordinator
Beldon Roofing
10.2014 - 06.2016
Insurance Agent
Nationwide
02.2012 - 07.2014
Donor Recruitment Representative
South Texas Blood & Tissue
10.2009 - 05.2014
High School Diploma -
Thomas Jefferson
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