Katie Salcedo
Brent,AL
Summary
Diligent Customer Service Representative with solid background in customer service. Proven track record of efficiently resolving customer inquiries and maintaining high satisfaction rates. Demonstrated ability to leverage communication and problem-solving skills to enhance customer experience.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Homeschool Educator
Grace Church of Tuscaloosa
Brent, AL
02.2022 - Current
- Developed personalized lesson plans to meet individual student learning needs.
- Facilitated engaging educational activities that promoted critical thinking and creativity.
- Monitored student progress and adjusted instruction based on performance assessments.
- Implemented effective classroom management techniques to maintain a positive learning environment.
- Organized field trips and extracurricular activities to enrich the homeschooling experience.
- Researched educational resources and materials to supplement curriculum effectiveness.
- Adapted teaching methods and lesson plans to changing student needs.
- Incorporated diverse teaching methods to accommodate various learning styles and abilities among homeschooled students.
Insurance Agent
Aflac
Northport, AL
03.2021 - 10.2021
- Identifying customer needs, seeking clients, providing information, answering inquiries, submitting applications, writing reports, and maintaining client records.
- Developed customized life insurance plans tailored to client needs and financial goals.
- Conducted thorough risk assessments to determine suitable coverage options for clients.
- Built strong client relationships through regular follow-ups and personalized service.
- Educated clients on policy features, benefits, and claims processes to enhance understanding.
- Participated in professional development opportunities such as training sessions and conferences to stay informed on best practices within the life insurance industry.
- Cultivated customer relationships to provide customized life insurance solutions tailored to individual needs.
- Retained existing clientele through regular follow-ups, policy reviews, and timely adjustments based on changing circumstances or needs.
Teller/MSR
Alabama One Credit Union
Tuscaloosa, AL
10.2017 - 02.2018
- Processed daily client transactions, including deposits, withdrawals, money transfers, loan payments, and selling cashier's checks. Accurately maintained records of each transaction and ensured all documentation and paperwork was in place and within compliance.
- Assisted customers with inquiries, ensuring prompt and accurate responses.
- Resolved customer complaints effectively, enhancing overall satisfaction levels.
- Processed transactions using CRM systems to maintain accurate records.
- Maintained cash drawer integrity through diligent cash handling practices.
- Implemented procedures for managing discrepancies in cash transactions effectively.
- Supported branch operations by adhering to compliance regulations and policies.
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for customers.
- Developed strong relationships with customers through exceptional service, fostering loyalty and trust.
- Contributed to a positive work environment by demonstrating professionalism, courteousness, and a strong work ethic.
- Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
CNA - Certified Nursing Assistant
Bibb Medical Center Nursing Home
Centreville, AL
10.2010 - 12.2010
- Assist nurses with duties such as answering calls, relaying messages, transcribing physician orders, and organizing patients' medical records. Provide emotional support to patients and their families to create a positive care environment.
- Took care of approximately 20 elderly and disabled patients daily
- Provided caring, intimate, hands-on healthcare for patients and residents
- Monitored vital signs
- Assisted with feeding patients and residents 2 meals per day
- Assisted with bathing patients and residents
- Helped patients and residents with daily living needs
- Worked with mechanical lifts, as needed
- Scheduled patient and resident activities
- Communicated patient's and resident's condition to the nurse in charge
- Made beds
Education
Diploma -
Bibb County High
Centreville Al05.2007
Certified Nursing Assistant -
Nursing Academy
Alabaster AlSkills
- Customer Service (6 years)
- Patient care
- Vital signs monitoring
- Compassion and empathy
- Attention to detail
- HIPAA compliance
- Basic life support
- Sales (6 years)
- EKG (Less than 1 year)
- Fire Safety (3 years)
- Patient Care (3 years)
- Typing- 46 wpm (3 years)
- Insurance Sales
- Medical Office Experience
- Professionalism and ethics
- Client relations
- Client needs analysis
- Exceptional customer service
- Strong work ethic
- Excellent time management skills
- Friendly
- Relationship building and management
Certification
- CNA
- March 2010 to March 2011
- EVOC
- October 2009 to October 2010
Assessments
- Management & leadership skills: Impact & influence — Highly Proficient
- February 2021
- Adapting leadership style to accomplish goals using rational or emotional appeal.
- Full results: Highly Proficient
- Indeed Assessments provides skills tests that are not indicative of a license or certification, or continued development in any professional field.
Groups
- Bibb County High School Majorette
- August 2005 to May 2007
Timeline
Homeschool Educator
Grace Church of Tuscaloosa
02.2022 - Current
Insurance Agent
Aflac
03.2021 - 10.2021
Teller/MSR
Alabama One Credit Union
10.2017 - 02.2018
CNA - Certified Nursing Assistant
Bibb Medical Center Nursing Home
10.2010 - 12.2010
Diploma -
Bibb County High
Certified Nursing Assistant -
Nursing Academy