Jathzary Torres
Dallas,TX
Summary
Hardworking employee with customer service, multitasking, and time management abilities. Devoted to giving every customer a positive and memorable experience.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Insurance Agent
Insurance Source of Dallas
Richardson, TX
11.2023 - Current
- Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
- Processed payments received from clients promptly according to established procedures.
- Gathered detailed information from customers prior to offering quotes or making recommendations.
- Maintained accurate records of all insurance transactions using computer software systems.
- Generated reports detailing sales activities, client interactions, and progress towards goals.
- Educated customers on the importance of maintaining adequate insurance coverage.
- Provided customers with information regarding plan features, pricing, and availability.
Insurance Agent
Freeway Insurance Agency
Mckinney, TX
01.2023 - 11.2024
- Conducted research to identify competitive rates and benefits offered by other providers.
- Processed payments received from clients promptly according to established procedures.
- Gathered detailed information from customers prior to offering quotes or making recommendations.
- Scheduled meetings with prospective clients to discuss available products and services.
Cashier
Lowes Home Improvment
McKinney, TX
01.2021 - 12.2022
- Greeted customers and answered any questions they had about the store's products and services.
- Balanced daily transactions on a computerized point-of-sale system.
- Operated cash register efficiently and accurately, processed payments by cash, check, credit card, gift card or automatic debit.
- Provided excellent customer service while promoting loyalty programs to increase sales potential.
- Stocked shelves with merchandise when needed.
- Issued receipts, refunds, credits or change due to customers.
- Maintained cleanliness of checkout area including countertops, registers, windowsills and floors.
Education
High School Diploma -
Mckinney High School
Mckinney, TX05-2020
Skills
- Lead Development
- Policy Renewals
- Leads Prospecting
- Customer follow-up
- Customer Service
- Account Management
- Upselling
- Policy writing
- Email Marketing
- Negotiation abilities
Certification
Limited Lines / Texas Department of insurance
License No. 2998969
Languages
Spanish
Native/ Bilingual
Timeline
Insurance Agent
Insurance Source of Dallas
11.2023 - Current
Insurance Agent
Freeway Insurance Agency
01.2023 - 11.2024
Cashier
Lowes Home Improvment
01.2021 - 12.2022
High School Diploma -
Mckinney High School
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