Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Affiliations
Certification
Timeline
Generic

James Avila

San Antonio

Summary

Results-driven professional with expertise in customer education and client relationship management. Proven ability to streamline processes and enhance customer satisfaction through effective problem-solving and collaboration.

Overview

4
4
years of professional experience
1
1
Certification

Work History

IP3

USAA
San Antonio
05.2024 - Current
  • Assisted clients in understanding insurance policies and coverage options.
  • Processed insurance applications and claims efficiently and accurately.
  • Educated clients on risk management strategies and best practices.
  • Conducted policy reviews to ensure appropriate coverage for clients' needs.
  • Collaborated with team members to improve service delivery and client satisfaction.
  • Attended training sessions to stay updated on industry regulations and products.
  • Educated customers on the importance of maintaining adequate insurance coverage.
  • Responded to customer inquiries and problems to promote great service.
  • Provided customers with information regarding plan features, pricing, and availability.
  • Assessed customer risk levels and recommended appropriate coverage options.
  • Processed payments received from clients promptly according to established procedures.
  • Explained complex technical terms related to insurance plans in simple language for easy understanding.
  • Engaged customers and provided high level of service by carefully explaining details about documents.
  • Ensured compliance with applicable laws, regulations, and company policies while selling insurance products.
  • Participated in continuing education courses to stay current on industry trends and changes in regulations.
  • Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
  • Explained coverage options to potential policyholders, answering questions or concerns.
  • Contacted underwriters and submitted forms to obtain binder coverage.

Residential Sales Activation

Spectrum
San Antonio
07.2022 - 04.2024
  • Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
  • Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
  • Prioritized and organized tasks to efficiently accomplish service goals.
  • Identified needs of customers promptly and efficiently.
  • Assisted with customer requests and answered questions to improve satisfaction.
  • Collaborated closely with team members to achieve project objectives and meet deadlines.
  • Worked with cross-functional teams to achieve goals.
  • Approached customers and engaged in conversation through use of effective interpersonal and people skills.
  • Demonstrated product features to enhance customer knowledge and satisfaction.
  • Processed sales transactions efficiently using point-of-sale systems.
  • Collaborated with team members to meet daily sales goals effectively.

Enrollment Specialist

Experian
Allen
05.2021 - 03.2022
  • Assisted clients with enrollment processes and document collection.
  • Educated customers on product offerings and enrollment requirements.
  • Coordinated communication between departments to streamline enrollment procedures.
  • Managed client records using Experian data management systems.
  • Resolved client inquiries through effective problem-solving techniques.
  • Monitored compliance with industry regulations during the enrollment process.
  • Handled new enrollments by entering customers' data and reviewing information.
  • Listened to and understood customers' needs, explained and discussed options and outlined best-fit services.
  • Reviewed credit reports and financial statements to assess customer risk.
  • Assisted in the resolution of disputes between customers and creditors or debt collectors.
  • Identified opportunities for process improvement within the department.
  • Identified valuable solutions for customers with credit problems.
  • Ensured that all documents are filed accurately according to established procedures.
  • Assisted department by taking on additional jobs to assist staff and fill in for absent team members.

Education

High School Diploma -

Crystal City High School
Crystal City, TX
05-1999

Some College (No Degree) - Business Administration And Management

Northwest Vista College
San Antonio, TX

Skills

  • Insurance policy analysis
  • Customer education
  • Client relationship management
  • Sales strategy development
  • Customer engagement
  • Problem solving
  • Team collaboration
  • Leadership
  • Public speaking
  • Dependable and responsible
  • Excellent communication
  • Microsoft Word
  • Microsoft office
  • Analytical thinking
  • Customer relations

Accomplishments

  • April 2025-Highest Sales Producer

Languages

Spanish
Native/ Bilingual

Affiliations

Trail walking

Trial running

Certification

  • Licensed P&C all 50 states

Timeline

IP3

USAA
05.2024 - Current

Residential Sales Activation

Spectrum
07.2022 - 04.2024

Enrollment Specialist

Experian
05.2021 - 03.2022

High School Diploma -

Crystal City High School

Some College (No Degree) - Business Administration And Management

Northwest Vista College

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