Kevin Lopez
Yakima,WA
Summary
Dependable worker with five years of experience in fast-paced customer service, sales and technology. Personable and professional under pressure. Studied for three years, focusing on Accounting at Heritage University. Knowledgeable in computer programs. Responsible, resilient, and committed to resolving problems in a timely and thorough manner.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Personal Lines Insurance Agent
Vern Fonk Insurance Services Inc.
Yakima, WA
01.2024 - 05.2024
- Create sales strategies to generate leads that convert prospective clients into new clients
- Present existing and prospective customers with individualized policy options, quote calculations, and educational materials to meet their needs
- Review insurance policies for accuracy, coverage, and limits in order to recommend modifications, as needed
- Deliver a high level of customer service when resolving billing, policy change, coverage, and claims issues
Customer Service Representative (Contractor)
Pace International Inc
Wapato, WA
11.2023 - 01.2024
- Open and maintain customer accounts by recording account information
- Maintain financial accounts by processing customer adjustments
- Prepare product and service reports by collecting and analyzing customer information
- Build sustainable relationships through open and interactive communication
- Handle complaints, provide appropriate solutions and alternatives within the time limits, and follow up to ensure resolution
- Resolve customer complaints via phone, email, mail, or social media
- Assist with placement of orders, refunds, or exchanges
Sales Consultant
U.S. Cellular
Pasco, WA
04.2021 - 08.2022
- Develop and maintain relations with new customers
- Attain minimum standards for quotes, calls and sales quotas
- Schedule product installation date on basis of knowledge of company's production and execute schedules
- Coordinate phone sales related customer training along with retention
- Log new customer information and sales data for existing customers in computer database
Inventory Coordinator
Ace Hardware
Moxee, WA
06.2020 - 04.2021
- Set-up cycle count function and research count discrepancies
- Analyze inventory outs and take action to getting product back in stock
- Research inventory discrepancies and update with accuracy
- Identify SKUs that have been discontinued and mark appropriately
- Work within inventory keeping software to correct any issues preventing SKUs from reordering
- Maintain inventory backstock quantities in inventory software to ensure an accurate backstock report
Universal Banker
U.S. BANK BRANCH
Yakima, WA
02.2018 - 05.2019
- Politely assisted customers in person and via telephone
- Investigated and resolved customer inquiries and complaints in a timely and empathetic manner
- Built long-term customer relationships and advised customers on promotions
- Coordinated daily cash reconciliation at a high-volume location
- Sold cashier's checks, traveler's checks and money orders
- Executed customer transactions, including deposits, withdrawals, money orders and checks
- Created member account profiles on U.S
- Bank online banking program
Education
College Experience - Accounting
Heritage University
Toppenish, WA04.2019
Skills
- Sales
- Customer service
- Computer skills
- Data entry
- Organizational skills
- Fluent in Spanish & English
- Innovative & Adaptable
- Exceptional communication skills
- Great customer relations
- Tech-Savvy
Certification
- Personal Lines License
- Driver's License
- Insurance Producer License
Assessments
- Work style: Reliability, 08/01/21, Proficient
- Customer focus & orientation, 04/01/23, Proficient
- Project timeline management, 04/01/23, Proficient
- Sales skills, 10/01/23, Proficient
- Customer service, 08/01/21, Proficient
- HR: Compensation & benefits, 07/01/20, Proficient
- Analyzing data, 02/01/21, Proficient
Timeline
Personal Lines Insurance Agent
Vern Fonk Insurance Services Inc.
01.2024 - 05.2024
Customer Service Representative (Contractor)
Pace International Inc
11.2023 - 01.2024
Sales Consultant
U.S. Cellular
04.2021 - 08.2022
Inventory Coordinator
Ace Hardware
06.2020 - 04.2021
Universal Banker
U.S. BANK BRANCH
02.2018 - 05.2019
- Personal Lines License
- Driver's License
- Insurance Producer License
College Experience - Accounting
Heritage University
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