Dedicated employee known for punctuality, pursuing employment options where good customer service and positive attitude will make a difference.
Overview
14
14
years of professional experience
Work History
VIP Reefer Sales Support
COSCO
08.2022 - Current
Advanced Excel skills include and tables, use spreadsheets efficiently, and perform calculations and automation to process large volumes of data.
Handle all daily reports for the Reefer department which including management reports, sales Lift tracker, booking report, incoming, shipping/receiving, weekly productions using Excel.
Handle new requested reports.
Update vendors and keep up with invoices and statements.
Back up with customer service for Import/Export ticket portal
Office Assistant
Tubular Services Inc
02.2022 - 08.2022
Updated daily production on multiple excel spreadsheets for heat treat, inspection, threading. as well as opened orders.
Organized files, emailed daily reports to clients.
Invoiced payments, issued receipts and updated accounts to reflect new balances.
Maintained business records by updating customer information and made sure the joint counts matched what was reported.
Prepared shop orders with description and pricing as well as inspection work orders.
Insurance Sales Agent
Serna Insurance Agency
01.2019 - 01.2020
Upsold products to policyholders and potential new clients.
Engaged customers and provided high level of service by carefully explaining details about coverages.
Wrote policies, finalized documents and filed paperwork.
Exceeded team goals by partnering with staff to share and implement best practices.
Reviewed coverage plans.
Conducted research to identify ideal coverage options for customers.
Closed sales on new policies by presenting insurance options to customers accurately and efficiently.
Operated in fast-paced and driven sales environment.
Kept thorough records of customer details and previous sales.
Customer Service Representative
Serna Insurance Agency
12.2011 - 01.2014
Assisted customers in making payments on accounts and setting up payment plans.
Reviewed customer account information to determine current issues and potential solutions.
Informed customers about billing procedures, processed payments and provided payment option setup assistance.
Trained new employees on procedures and policies to maximize team performance.
Exceeded company productivity standards on consistent basis.
Cashier/Sales Associate
Home Depot
08.2010 - 12.2011
Explained return and exchange policy to enforce, and accepted merchandise for refunds or replacement with different items.
Maintained clean, orderly and well-stocked register area.
Engaged customers with friendly smile and knowledgeable support to promote sales and build loyalty.
Built relationships with repeat customers to encourage loyalty.
Trained new team members in cash register operation, stock procedures and customer services.
Education
High School Diploma -
Channelview High School
Channelview, TX
05.2010
Skills
Insurance sales strategy
Team training and development
Customer follow-up
Cross-selling and upselling
Training & Development
Fluent in Spanish
Customer service
Microsoft Office
Team building
Organizational skills
Data entry expertise
Invoicing experience
Account updating
Excel spreadsheets
Timeline
VIP Reefer Sales Support
COSCO
08.2022 - Current
Office Assistant
Tubular Services Inc
02.2022 - 08.2022
Insurance Sales Agent
Serna Insurance Agency
01.2019 - 01.2020
Customer Service Representative
Serna Insurance Agency
12.2011 - 01.2014
Cashier/Sales Associate
Home Depot
08.2010 - 12.2011
High School Diploma -
Channelview High School
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