Professional Summary
Overview
Work History
Education
Skills
Languages
Timeline

Karla Isela Perez Lara

LEO'S AUTO INSURANCE
Dallas,TX
2
Languages
9
years of professional experience

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.

Work History

Lead CSR

2 Years 7 Months
LEO'S AUTO INSURANCE | 01.2024 - Current
  • 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%

Lead CSR

3 Years 10 Months
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

2 Years 11 Months
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.

Education

High School Diploma

Thomas Jefferson High School | Dallas, TX | 05-2010

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
Native or Bilingual
English
Native or Bilingual

Timeline

Lead CSR

LEO'S AUTO INSURANCE
01.2024 - CurrentRead More

Lead CSR

La Familia Auto Insurance
03.2020 - 01.2024Read More

General Laborer

VISSI Staffing
03.2017 - 02.2020Read More

Thomas Jefferson High School

High School Diploma
Read More
Karla Isela Perez Lara