Jeremy Guzman
Helotes,TX
Summary
Insurance Sales Professional seeking to continue learning new USAA processes and expand overall knowledge of the organization. Strong member-focused mindset with a focus on going above and beyond to achieve member satisfaction while handling complex needs. Experienced in meeting compliance requirements while navigating multiple applications and systems within USAA Insurance. Eager to expand my experience by deepening my understanding of USAA banking products, processes, and operations.
Overview
4
4
years of professional experience
Work History
Insurance Sales Professional II
USAA
San Antonio, Texas
08.2024 - Current
- Provided consultative sales and service for auto, homeowners, renters, valuable personal property, and rental property insurance.
- Assessed member needs to recommend tailored coverage options for optimal protection.
- Followed state insurance regulations, underwriting guidelines, company procedures, and licensing standards while processing member transactions.
- Utilized multiple internal systems to efficiently research policies, document interactions, process transactions, and resolve member concerns.
- Acted as MSAT point of contact to guide peers, address process questions, and ensure compliance with procedures and expectations.
Intake Specialist
Accenture (via Adecco Staffing)
San Antonio, Texas
11.2022 - 08.2024
- Conducted direct phone intake with applicants, guiding them through application steps and document requirements to facilitate timely assistance.
- Processed intake applications for individuals and families seeking emergency and subsidized housing assistance, ensuring compliance with Massachusetts Department of Housing and Community Development (DHCD) standards.
- Maintained 100% QA review score while accurately processing applications and supporting required documentation compliance.
- Handled high-sensitivity case documentation involving PII and immigration records, prioritizing accuracy and privacy in information management.
Education
Bachelor of Science - Information Technology
Brandman University (UMASS Global)
Irvine, CA08-2029
Skills
- Property & Casualty Insurance
- Needs-Based Sales
- Needs Assessment
- Regulatory Compliance
- Quality Assurance
- PII & Sensitive Data Handling
- Multi-System Navigation
- Problem Solving
- Active Listening
- Member Relationship Management
Timeline
Insurance Sales Professional II
USAA
08.2024 - Current
Intake Specialist
Accenture (via Adecco Staffing)
11.2022 - 08.2024
Bachelor of Science - Information Technology
Brandman University (UMASS Global)