KAREN LEONELA BERMUDEZ
Houston,TX
Summary
An organized and motivated individual, eager to utilize time management and organizational skills across diverse settings. Seeking entry-level opportunities to enhance abilities while contributing to company growth.
Overview
4
4
years of professional experience
Work History
Insurance Agent
Galaxy Insurance
Houston, Texas
10.2023 - Current
- Contacted underwriters and submitted forms to obtain binder coverage.
- Used mailings and phone solicitation and made presentations to groups at company-sponsored gatherings to gain new clientele.
- Developed and implemented comprehensive insurance plans for clients according to their individual needs.
- Educated customers on the importance of maintaining adequate insurance coverage.
- Resolved customer complaints in a timely manner to maintain high satisfaction levels.
- Explained coverage options to potential policyholders, answering questions or concerns.
- Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
- Maintained accurate records of all insurance transactions using computer software systems.
- Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
Magnolias Ice Cream and More
Cashier Customer Service
Houston, Texas
03.2021 - 10.2023
- Followed recipes with accuracy and precision to achieve optimal integrity of food products, including specific flavor and texture.
- Prepared and built food items according to standardized recipes and directions.
- Cleaned, sanitized, and maintained work areas according to established protocols.
- Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
- Identified needs of customers promptly and efficiently.
Education
High School Diploma -
Charles Milby High School
Houston, Texas06-2022
Skills
- Client assessment
- Customer follow-up
- CRM software
- Quotes and sales
- Auto insurance
- Positive and professional
- Customer service
- Phone etiquette
- Reliability and punctuality
Timeline
Insurance Agent
Galaxy Insurance
10.2023 - Current
Magnolias Ice Cream and More
Cashier Customer Service
03.2021 - 10.2023
High School Diploma -
Charles Milby High School