Summary
Overview
Work History
Education
Skills
SKILLS
Timeline
Generic

KAROLINE PESANTES

Lake Worth,FL

Summary

Dedicated to delivering exceptional customer service, I am driven by a strong work ethic and a compassionate approach to assisting others in achieving their goals. I have extensive experience in client interactions and a proven ability to handle sensitive situations with care and patience, enhancing the capacity to make a meaningful impact. I am continuously learning and I love to share my knowledge to foster growth and build lasting relationships. I have a genuine passion for helping others so I believe I would be an ideal candidate for any environment that values dedication and empathy.

Overview

10
10
years of professional experience

Work History

Insurance Agent

The Playbook Agency
Feasterville, PA
04.2026 - Current
  • Develop customized insurance plans tailored to client needs and preferences.
  • Conduct thorough risk assessments to ensure optimal coverage for clients.
  • Educate clients on policy options, benefits, and claims processes.
  • Manage client relationships to enhance satisfaction and retention rates.
  • Maintain high standards of customer service by building relationships with clients.
  • Expand client base by actively prospecting for new business opportunities and generating referrals.
  • Collaborated with underwriters to facilitate timely policy approvals and renewals.

Customer Service Representative

Southeast Veterinary Neurology
Boynton Beach, FL
10.2022 - 02.2026
  • Provide excellent customer service by building relationships with clients.
  • Manage client relationships to enhance satisfaction and retention rates.
  • Educate clients on policy options, benefits, and claims processes for pet insurance
  • Managed client relationships, improving satisfaction and retention.
  • Delivered exceptional customer service through relationship building with clients.
  • Performed clerical tasks such as answering calls for appointments and emergencies
  • Writing down notes on information and communications from a client
  • Maintaining a clean office space and lobby for clients and their pets
  • Assisted clients with medical inquiries for neurology specialty and general practice.
  • Auditing client invoices during patient hospitalization
  • Reviewing doctor medical summaries to ensure clients and patient's doctors receive updates on progress
  • Time managed call backs for updates and to answer any questions
  • Schedule procedures such as MRI/surgery/epidurals/lab work
  • Put in pharmacy refill requests for patient prescriptions
  • Monitored inventory levels for hospital supplies and marketing materials
  • Assist technicians with handling or financial questions
  • Use Excel to maintain daily updates on appointment metrics and patient condition analysis
  • Provide training for new employees, check off skills list based on progress

Receptionist/Veterinary Assistant

Boca Village Animal Hospital
Boca Raton, FL
10.2020 - 10.2022

•Coordinated check-ins and directed clients to appropriate areas, enhancing visitor experience.

•Submitted insurance claims to ensure timely processing.

•Manage various phone lines and facilitate over 20+ calls per day with clients and staff

* Maintain and organize, clean, professional workspace and waiting area for guests

* Provide administrative and clerical support through Avimark

• Submit insurance claims

• Coordinate pick up and delivery express mail services

•Unpacked inventory and organized stock supplies for efficient access.

* Routinely record patient vitals including temperature and weight

* Implemented new care procedures during the COVID-19 pandemic

Provide medications and pet supplies for clients.

Aid in 20+ patients per shift with routine tasks including assisting veterinary doctors with proper handling for veterinary evaluations. vaccinations, pulling blood and more per request of owners like nail trims, and administering supportive care

Kennel Technician/Receptionist

Camp Canine
Boca Raton, FL
10.2019 - 10.2020
  • Assisting with care and fun for clients' pets
  • Cleaning and organizing the play area for their hygiene and safety
  • Control a safe and playful environment outside and inside.
  • Control a safe and playful environment outside and inside.
  • Assist with phone calls and boarding reservations for clients' needs
  • Organize client files and pets food and toys by name and date of of their stay
  • handle cash flow with our register including cash and credit.

Key Holder

Alex and Ani, LLC
Fort Lauderdale, FL
05.2019 - 10.2019
  • Work one on one with customers to personalize there needs in jewelry
  • Greet guests when entering and leaving
  • Provide excellent customer service with a helpful and friendly attitude
  • Maintain a clean, organized inventory and curated displays of rotating seasonal accessories
  • Manage various phone lines and facilitate 20+ calls per day with clients and staff
  • Open and close the store
  • Delivered excellent customer service with a friendly attitude, enhancing client experience and satisfaction
  • Warmly welcomed 20-30 guests per shift
  • Coordinated check-ins and directed them to their destination
  • Manage various phone lines and facilitate over 20+ calls per day with clients and staff
  • Assist with phone calls and boarding reservations for clients needs
  • Adapt to implementation new care procedures due to the COVID-19 pandemic
  • Submit insurance claims
  • Assisted over 20 patients per shift with routine tasks including handling for veterinary evaluations, vaccinations, and blood draws.
  • Assisting with care and fun for clients' pets
  • Cleaning and organizing the play area for their hygiene and safety
  • Routinely record patient vitals including temperature and weight
  • Control a safe and playful environment during outside and inside exercises
  • Assist with phone calls and boarding reservations for client needs
  • Organize client files and pet's food and toys by name and date of their stay
  • Assisting with care and fun for clients pets
  • Cleaning and organizing play area for their hygiene and safety
  • Provided a friendly greeting to guests both entering and leaving the facility
  • Control a safe and playful environment during outside and inside exercise
  • Organize client files and pets food and toys by name and date of their stay
  • Maintain and organize, clean, professional work space and waiting area for guests
  • Write daily emails and update daily progress of the daily accomplishments
  • Counted drawers and handled POS system transactions, including credit and cash, ensuring accurate financial reporting and accountability
  • Write daily emails and update daily progress of the accomplishments

Sales Associate

Pandora Jewelry
Boca Raton, FL
08.2018 - 05.2019
  • Clean morning and evening to keep the store in orderly fashion
  • Chat in/out associates for their understanding of our goal each day
  • Count how many pieces on each associate when starting/ending the shift
  • Fix clock in/out hours for associates
  • Sale lead segments
  • Coordinate non-profit events to help local areas and promote their ideal goal in their programs
  • Work individually with guests to find what they are looking for
  • Wrap all gifts
  • Stock trays
  • Balance trays
  • Team building sales
  • Clean every closing shift
  • Stock bags and tissue paper for wrapping
  • Create profile for the client's warranty
  • Actively stay informed about the latest sales offerings and loyalty programs
  • Continuously stay informed on the new lines and detailed structure of the jewelry
  • Greet guests when entering and exiting
  • Seat guests based on rotation
  • Assist 30+ phone calls for reservations and questions on the menu and dining area
  • Take calls for to-go orders
  • Clean menus and ladies' restroom
  • Take drink and food orders
  • Food run for timely food service for guests to enjoy
  • Doing side work such as preparing table decorations and silverware for next day or shift

Hostess/Server

Two Georges at The Cove
Deerfield Beach, FL
08.2016 - 04.2018
  • Clean morning and evening to keep the store in orderly fashion
  • Chat in/out associates for their understanding of our goal each day
  • Count how many pieces on each associate when starting/ending shift
  • Fix clock in/out hours for associates
  • Sale lead segments
  • Coordinate non-profit events to help local areas and promote their ideal goal in their programs
  • Work individually with guests to find what they are looking for
  • Wrap all gifts
  • Stock trays
  • Balance trays
  • Team building sales
  • Clean every closing shift
  • Stock bags and tissue paper for wrapping
  • Create profile for client's warranty
  • Actively stay informed about latest sales offerings and loyalty programs
  • Continuously stay informed on the new lines and detailed structure of the jewelry
  • Greet guests when entering and exiting
  • Seat guests based on rotation
  • Assist 30+ phone calls for reservations and questions on the menu and dining area
  • Take calls for to-go orders
  • Clean menus and ladies' restroom
  • Take drink and food orders
  • Food run for timely food service for guests to enjoy
  • Doing side work such as preparing table decorations and silverware for next day or shift

Education

High School Diploma -

Monarch High School

Criminal Justice Major -

Palm Beach State College

Skills

  • Microsoft Excel
  • Microsoft Word
  • Microsoft PowerPoint
  • Creative Event Planner
  • Marketing
  • Auditing
  • Inventory Management
  • CRM
  • Health And Life Insurance 2-15
  • Course: Florida License #G317074, Georgia License #3901961
  • On Course Learning Online
  • Mortgage Loan Originator: Florida License NMLS#1894083
  • Policy analysis
  • Risk assessment
  • Insurance quoting
  • Claims processing
  • Bilingual

SKILLS

Bilingual (English and Portuguese)

Timeline

Insurance Agent

The Playbook Agency
04.2026 - Current

Customer Service Representative

Southeast Veterinary Neurology
10.2022 - 02.2026

Receptionist/Veterinary Assistant

Boca Village Animal Hospital
10.2020 - 10.2022

Kennel Technician/Receptionist

Camp Canine
10.2019 - 10.2020

Key Holder

Alex and Ani, LLC
05.2019 - 10.2019

Sales Associate

Pandora Jewelry
08.2018 - 05.2019

Hostess/Server

Two Georges at The Cove
08.2016 - 04.2018

High School Diploma -

Monarch High School

Criminal Justice Major -

Palm Beach State College
KAROLINE PESANTES