Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Juanita Gomez

Orange,TX

Summary

Dynamic professional with extensive experience in the Bilingual Customer Service and Receptionist Field excelling in client relationship building and customer service. Proven ability to enhance office organization and streamline processes, resulting in improved efficiency. Skilled in claims processing and adept at managing high call volumes while maintaining empathy and professionalism. Committed to fostering a positive client experience.

Diligent Receptionist with solid background in managing front desk operations and customer interactions within insurance industry. Proven ability to streamline administrative processes and enhance office efficiency. Demonstrated effective communication and organizational skills.

Well-organized professional equipped with varied experiences in administrative roles. Driven to increase overall efficiency while maintaining filing systems and screening and answering numerous phone lines daily.

Detail-oriented with exceptional communication and project management skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Recognized for taking proactive approach to identifying and addressing issues, with focus on optimizing processes and supporting team objectives.

Overview

10
10
years of professional experience

Work History

Insurance Receptionist

State Farm
10.2023 - Current
  • Developed strong relationships with clients, fostering trust and loyalty to the company.
  • Supported new employees during their onboarding process, fostering a welcoming work environment.
  • Participated in ongoing professional development opportunities to stay current with industry trends and best practices in insurance reception duties.
  • Consistently maintained courteous phone etiquette when engaging with callers seeking assistance.
  • Proactively communicated with policyholders regarding upcoming renewals or changes in coverage options, ensuring they were well-informed about their choices.
  • Enhanced office organization by maintaining updated client files and records.
  • Demonstrated flexibility in adapting to changing priorities while maintaining a high level of productivity under pressure.
  • Efficiently processed payments from clients, accurately reconciling accounts receivable balances.
  • Improved customer satisfaction by providing prompt and accurate information on insurance policies and procedures.
  • Assisted in the resolution of client issues, demonstrating empathy and professionalism at all times.
  • Kept the front desk area clean and organized, creating an inviting atmosphere for clients visiting the office.
  • Contributed to team success by consistently meeting or exceeding performance goals and deadlines.
  • Maintained a high level of confidentiality when handling sensitive client information.
  • Served as a reliable resource for clients seeking clarification about their policies or claims processes.
  • Collaborated with colleagues to ensure smooth office operations and coordination of tasks.
  • Streamlined appointment scheduling for agents, resulting in increased efficiency and productivity.
  • Managed incoming calls efficiently, directing inquiries to appropriate personnel for timely responses.
  • Facilitated open communication between agents and clients through effective message management techniques.
  • Provided administrative support to agents, enabling them to focus on sales and customer service.
  • Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
  • Kept reception area clean and neat to give visitors positive first impression.
  • Answered phone promptly and directed incoming calls to correct offices.
  • Resolved customer problems and complaints.
  • Handled cash transactions and maintained sales and payments records accurately.
  • Answered central telephone system and directed calls accordingly.
  • Corresponded with clients through email, telephone, or postal mail.
  • Managed multiple tasks and met time-sensitive deadlines.
  • Provided clerical support to company employees by copying, faxing, and filing documents.
  • Ensured smooth front-desk operations with prompt greeting and accurate visitor assistance.

Insurance Customer Service Representative

Smart Insurance Agency
06.2019 - 09.2023
  • Managed high call volume while maintaining professionalism, empathy, and attention to detail in each interaction.
  • Processed policy updates and changes accurately, ensuring client needs were met in a timely manner.
  • Answered incoming phone calls to articulate product value to prospective customers and support current policyholders.
  • Responded to customer requests for products, services, and company information.

Sales Manager's Assistant

7- Eleven
04.2015 - 06.2018
  • Assisted coworkers and staff members with special tasks on daily basis.
  • Identified and recommended changes to existing processes to improve accuracy, efficiency, and quality service.
  • Managed filing system, entered data and completed other clerical tasks.
  • Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
  • Interacted with vendors, contractors and professional services personnel to receive orders, direct activities, and communicate instructions.

Education

Bridge City High School
Bridge City, TX

Skills

  • Strong organization
  • Client relationship building
  • Customer service expertise
  • Claims processing
  • Data entry proficiency
  • Appointment scheduling
  • Telephone skills
  • Front desk operations
  • Customer/Client relations
  • Office management

Languages

Spanish
Native or Bilingual

Timeline

Insurance Receptionist

State Farm
10.2023 - Current

Insurance Customer Service Representative

Smart Insurance Agency
06.2019 - 09.2023

Sales Manager's Assistant

7- Eleven
04.2015 - 06.2018

Bridge City High School

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Juanita Gomez