JOEL GALVAN
Customer Service
San Antonio,TX
Summary
- 9-years customer service
- 3-year sales experience
- Bilingual -English and Spanish (Speak, read, and write)
Overview
12
12
years of professional experience
Work History
Insurance Producer
Direct Auto Insurance
05.2025 - 08.2025
- Developed comprehensive insurance plans tailored to client needs and risk assessments.
- Cultivated relationships with clients, ensuring satisfaction and retention through personalized service.
- Mentored junior agents on product knowledge and effective sales techniques to enhance team performance.
- Analyzed market trends to identify opportunities for expanding client base and improving offerings.
Sales Retention Agent
VIU by Hub
07.2024 - 03.2025
- Managed high call volume while maintaining a professional demeanor, resulting in positive feedback from customers.
- Utilized CRM systems to track interactions with customers, allowing for more personalized service in future engagements.
- Exceeded monthly retention targets consistently by employing effective negotiation tactics when dealing with unsatisfied clients.
- Maintained detailed records of interactions with clients for accurate reporting purposes.
- Worked effectively in fast-paced environments.
- Verified insurance eligibility and benefits and updated patient's insurance information.
- Posted and adjusted payments from insurance companies.
- Processed forms required for insurance approvals and scheduled procedures.
Home Mortgage Consultant
Wells Fargo N.A
02.2020 - 07.2024
- Helped customers refinance their homes to pay off debts or other things they needed the money for
- Assist customers make informed decisions when looking for a home purchase
- Explaining all the products we offered and see what would be the best option for their situation in achieving their ultimate goal which was purchasing their new home
Bilingual Insurance Services Analyst
Nationwide Mutual Insurance
04.2013 - 02.2020
- SME-assisting with the new hires with learning to find answers through resources
- Conducted SBS within the team providing feedback
- Provided our members with the knowledge to understand their bill and coverage
- Assisted them with adding and removing drivers, vehicles
- Able to Co-browse with members to assure they are making the changes correctly on their end
- Maintained member awareness and inform about how a change would impact their premium
- Assist agents with any inquiries they might have and make changes to policies
Education
MLS License - Mortgage Loan Officer
Champions
San Antonio, TXProperty and Casualty licensed -
John F Kennedy HS
05.2001
Skills
- Client relationship building
- Call center experience
- Creative solutions
- De-escalation techniques
- Upselling strategies
- Retention strategies
- Cross-selling techniques
Timeline
Insurance Producer
Direct Auto Insurance
05.2025 - 08.2025
Sales Retention Agent
VIU by Hub
07.2024 - 03.2025
Home Mortgage Consultant
Wells Fargo N.A
02.2020 - 07.2024
Bilingual Insurance Services Analyst
Nationwide Mutual Insurance
04.2013 - 02.2020
Property and Casualty licensed -
John F Kennedy HS
MLS License - Mortgage Loan Officer
Champions