Jaime Roman
Fallbrook,CA
Summary
Committed to ensuring customer satisfaction by providing exceptional service and unmatched support. Proficient in utilizing customer service best practices and adept at exploring different solutions to address customer needs effectively.
Overview
4
4
years of professional experience
Work History
Claims Specialist II
GEICO
03.2023 - 10.2024
- Provide excellent customer to all parties throughout the claims process
- Apply knowledge of state and federal laws, statutes, and insurance regulations throughout the claims process
- Verify and interpret/resolve coverage by gathering necessary information to ensure policy applicability
- Managed a high volume of claims effectively by prioritizing tasks and maintaining excellent organizational skills.
- Enhanced customer satisfaction with timely communication, empathy, and clear explanations of claim outcomes.
- Settled complex claims fairly by applying critical thinking, negotiation skills, and detailed knowledge of insurance policies.
- Collaborated with cross-functional teams to optimize claims handling procedures, resulting in improved productivity.
Inside Sales/ Customer Service Representative
RCP Block & Brick
06.2022 - 03.2023
- Analyzed potential client requirements and prepared plans that meet individual's project needs
- Applied organization and time management skills when coordinating and responding to inbound and outbound calls and email inquiries
- Strategized, developed, and implemented location's shipping guidelines which increased store profits and maximized deliveries per trip
- Demonstrated knowledge of products and their applications (provided technical advice, troubleshoots, and helps resolve customers' problems)
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
- Responded to customer requests for products, services, and company information.
- Contributed to sales growth by upselling products and services based on individual customer requirements.
Counter Sales
White Cap
07.2020 - 05.2022
- Received, researched, and answered customer questions regarding accounts, products, rates and services offered, via telephone or in person
- Engaged with both counter customers and phone customers to fully identify needs, respond to inquiries or questions, and offer timely solutions
- Processed orders, quotes prices, enters orders into the system and provided order information to customers
- Pulled orders as required
- Communicated product features, benefits, and warranty policy information to customers
- Upsold by identifying related products, add-on extensions and making customers aware of product promotions
- Received, counted, and recorded product information into the system for cycle counts
- Lifted, carried, and moved merchandise greater than 50lbs
- Performed other duties as assigned
- Increased sales revenue by providing knowledgeable product recommendations to clients.
Education
B.S - Exercise Science
McPherson College
McPherson, KS05.2015
A.S -
Irvine Valley College
Irvine, CA05.2013
Skills
- Inbound and outbound calling
- Microsoft Office
- Sales Goals
- Claims Processing
- Verbal Communication
Personal Information
Work Permit: Authorized to work in the US for any employer
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
Timeline
Claims Specialist II
GEICO
03.2023 - 10.2024
Inside Sales/ Customer Service Representative
RCP Block & Brick
06.2022 - 03.2023
Counter Sales
White Cap
07.2020 - 05.2022
A.S -
Irvine Valley College
B.S - Exercise Science
McPherson College