Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

LEALA SILVA

Irvine,CA

Summary

Experienced insurance representative in service and sales. Possess strong interpersonal skills to create and build trust with clients, to generate a positive customer experience. Results-driven Retention Specialist known for high productivity and efficient task completion. Skilled in customer relationship management, conflict resolution, and data analysis to understand client needs and reduce churn rates effectively. Excel in communication, empathy, and problem-solving to enhance customer retention strategies.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Expert Retention Specialist

Macdonalds & Cody, LLP
Irvine, CA
03.2022 - Current
  • Retain expert witnesses for trial.
  • Keeping customers engaged and loyal to a company or organization.
  • Work to understand customer needs, identify potential churn risks, implement strategies to reduce customer attrition, and increase retention rates.
  • Create trial exhibit binders.
  • Communicate with experts, attorneys, and others.
  • Create appointments for independent medical examinations.
  • Analyze medical problems to quickly retain the correct expert witness for trial.
  • Ability to effectively communicate with customers via phone, email, and other channels.
  • Be proficient in Excel, Word, and Microsoft.
  • Ability to manage multiple tasks and complete projects effectively before specific deadlines.
  • Ensure all records are sent to the appropriate experts to create reports for the trial.
  • Update expert profiles to ensure that attorneys can reach them at any time.

Date Management Specialist

Macdonald & Cody LLP
03.2022 - 11.2022
  • Handle data following company guidelines.
  • Their duties include analyzing and validating data, updating records, storing documents, and ensuring data security.
  • Assist staff with data entry tasks.
  • Look for patterns, understand database design concepts, and be able to participate in short- and long-term planning about database projects.
  • Oversees and manages assigned project and/or department data, ensuring it meets predetermined contractual or policy requirements.

Insurance Representative; Sales and Service

State Farm
11.2016 - 03.2022
  • Provide prompt, accurate, and friendly customer service.
  • Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, billing clarification, and processing payments.
  • Use a customer-focused, needs-based review process to educate customers about insurance options.
  • Work with the agent to establish and meet marketing goals.
  • Conducted regular reviews of existing policies to ensure they remain up-to-date with current industry regulations.
  • Remained current on latest industry trends by gaining comprehensive knowledge of financial and insurance products, services, and best practices.
  • Educated customers on the benefits and risks associated with various types of insurance plans.
  • Conducted regular follow-up calls with clients to ensure satisfaction with services provided.
  • Excellent communication skills—written, verbal, and listening.
  • Deposit funds biweekly.
  • Ability to make presentations to potential customers.
  • Calculated premiums and established payment methods, receiving customer payments and issuing receipts.

Education

Associates Degree - Liberal Arts of Math And Sciences

Cypress College
04-2018

DIPLOMA -

Troy High School

Skills

  • Strong organizational skills
  • Analytical skills
  • Interpersonal skills
  • Excellent time management
  • Ability to multi-task
  • Detail oriented
  • Ability to manage multiple projects
  • Meet deadlines
  • Extensive knowledge of data preparation procedures
  • Proficient in Microsoft Office Word
  • Proficient in Microsoft Office PowerPoint
  • Proficient in Microsoft Office Excel
  • Proficient in Microsoft Office Outlook
  • People-oriented
  • Self-motivated
  • Excellent written communication skills
  • Continuous improvement
  • Excellent verbal communication skills
  • Critical thinker
  • Problem solver
  • Professionalism
  • Strong work ethic
  • Teamwork and collaboration

Certification

  • Life and Health, Licensed
  • Products and Casualty, Licensed

Timeline

Date Management Specialist

Macdonald & Cody LLP
03.2022 - 11.2022

Expert Retention Specialist

Macdonalds & Cody, LLP
03.2022 - Current

Insurance Representative; Sales and Service

State Farm
11.2016 - 03.2022

Associates Degree - Liberal Arts of Math And Sciences

Cypress College

DIPLOMA -

Troy High School

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LEALA SILVA