Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Karla Isela Perez Lara

Dallas,TX

Summary

Knowledgeable and dedicated customer service professional with extensive experience in the auto insurance industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses.

Overview

11
11
years of professional experience

Work History

Lead CSR

LEO'S AUTO INSURANCE
01.2024 - Current
  • Engaged customers through phone and in-person interactions to resolve inquiries and complaints, enhancing customer satisfaction.
  • Provided tailored coverage recommendations based on customer needs, improving overall customer experience.
  • Maintained up-to-date knowledge of coverage and service changes.
  • Completed sales transactions with customers, ensuring all necessary documentation was processed. and collected necessary first payments.
  • Surpassed company sales targets on a weekly and monthly basis through effective selling strategies..
  • Helped drive Total Dollars making outbound calls to current customers.
  • Helped reduce company liability by following underwriting requirements and uploading all documentation.
  • Analyzed customer circumstances to recommend appropriate coverage, achieving a closing ratio over 60% through effective sales techniques.

Lead CSR

La Familia Auto Insurance
03.2020 - 01.2024
  • Connected with customers to address questions and resolve any complaints through phone and in person.
  • Answered questions, suggesting the best coverage for each customer.
  • Maintained up-to-date knowledge of coverage and service changes.
  • Finalized sales and collected necessary first payments.
  • Exceeded Company weekly and monthly sales goals.
  • Helped drive Total Dollars making outbound calls to current customers.
  • Helped reduce company liability by following underwriting requirements and uploading all documentation.
  • Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques to maintain a closing ratio over 60%

General Laborer

VISSI Staffing
03.2017 - 02.2020
  • Performed quality checks on products and materials to identify any defects.
  • Read work orders to determine work assignments and equipment and materials needed.
  • Verified Serial numbers on Cell phones to ensure the inventory matched.
  • Ensured all Cell phones were color coded correctly to match service carriers.

Accurate Personnel LLC

Labor
Dallas, TX, TX
08.2016 - 02.2017

Labor Manual Erase - Erasing all information on all cellphones by following scripts from computer once done following scripts they have to go to QC.

Checked cellphones to ensure no personal information remained, following computer scripts for verification.

Erased information from phones and verified absence of personal data prior to QC process.

QC- Grading phones by their condition and checking no information is on the phones.

VSSI LLC STAFFING

Shipping and Receiving
Dallas, TX
03.2015 - 08.2015

Labor Shipping And Receiving - Sorting book by customers' order and

shipping the orderss to different stores following all shipping order.

  • Completed day-to-day duties accurately and efficiently.
  • Contributed innovative ideas and solutions to enhance team performance and outcomes.
  • Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.

Education

High School Diploma -

Thomas Jefferson High School
Dallas, TX

Skills

  • Goal-oriented mindset
  • Active listening
  • Multitasking capabilities
  • Empathy and patience
  • Computer literacy
  • Telephone etiquette
  • Positive attitude
  • Conflict resolution
  • Interpersonal skills
  • Strong negotiation skills
  • Customer relationship management
  • Team collaboration

Languages

  • Spanish
  • English

Timeline

Lead CSR

LEO'S AUTO INSURANCE
01.2024 - Current

Lead CSR

La Familia Auto Insurance
03.2020 - 01.2024

General Laborer

VISSI Staffing
03.2017 - 02.2020

Accurate Personnel LLC

Labor
08.2016 - 02.2017

VSSI LLC STAFFING

Shipping and Receiving
03.2015 - 08.2015

High School Diploma -

Thomas Jefferson High School
Karla Isela Perez Lara