Hardworking employee with customer service, multitasking, and time management abilities. Devoted to giving every customer a positive and memorable experience.
Overview
1
1
Certification
Work History
Insurance Agent
Deschenes Financial Services Inc.
San Antonio, TX
07.2024 - Current
Delivered comprehensive details on plan features, pricing, and availability
Handled customer complaints swiftly to ensure satisfaction.
Ensured accurate record-keeping for insurance transactions using computer software systems
Acquired extensive client details ahead of advising on recommendations
Sports Team Manager
The Atonement Academy
San Antonio, TX
10.2024 - 12.2024
Maintained records of player statistics, game results, and other relevant data.
Participated actively in training exercises
Education
BBA - Finance
The University of Texas At San Antonio
San Antonio, TX
01-2028
Long-Term Care Partnership Certification
WebCE
Online
General Lines Life and Health Course
Pearson Vue
Online
Skills
Customer follow-up
Customer Service
Insurance product promotion
Effective Communication
Organization
Record Keeping
Certification
General Lines Life and Health License in Texas and Colorado
Professional Year and Provisional Financial Advisor at Rebellis Financial Services and Reilly Financial ServicesProfessional Year and Provisional Financial Advisor at Rebellis Financial Services and Reilly Financial Services
Vice President/Product Director at Voya Financial/ING/Aetna Financial ServicesVice President/Product Director at Voya Financial/ING/Aetna Financial Services