Liliana Alamo
Brownsville,TX
Summary
Hardworking with strong communication skills. Very fluent in English/Spanish speaking, writing, teaching and communication skills.
I work well with other departments and collaborate by fostering an inclusive and supportive team environment.
Proven ability to drive sales, resolve customer issues, manage claims/policies, and support team operations. Enjoys teaching others and helping everyone succeed. Efficient in Ordering Supplies and staying on top of Purchase orders and invoices that need to get paid. Extremely Organized, patient, fast learner and dependable with experience in insurance and banking environments.
Sales professional with proven track record in retail environments, focusing on customer interaction and sales growth. Known for reliability and adaptability in meeting dynamic customer needs and market conditions. Possesses strong communication and collaboration skills, contributing to team success and consistent achievement of sales goals. Sales professional with solid track record in driving revenue growth and enhancing customer satisfaction. Adept at building strong client relationships, leveraging product knowledge, and implementing effective sales strategies. Strong focus on teamwork and adaptability ensures consistent achievement of goals in dynamic environments. Skilled in communication, problem-solving, and time management.
Overview
26
26
years of professional experience
1
1
Certification
Work History
Customer Service / Sales Associate
Progressive Insurance
Brownsville, TX
08.2023 - Current
- Advise clients on insurance coverage options and process policy applications.
- Maintain accurate customer records using CRM; track leads and follow-ups.
- Educate customers on claims procedures and provide timely updates.
- Resolve inquiries and complaints professionally; escalate when needed.
- Provide interpretation/translation for limited-English customers and assist teammates.
- Participate in training to enhance product knowledge and sales techniques.
- Joined a Peer Buddy Group where I coach other team members one on one to help develop their skills and get their metrics up
- Team helper and always available to answer questions on team Chat to help and assist
- Moral booster always trying to keep the team united and working together
- Developed personalized insurance solutions to address client needs and enhance customer satisfaction.
- Self-motivated, with a strong sense of personal responsibility.
- Worked effectively in fast-paced environments.
- Skilled at working independently and collaboratively in a team environment.
- Helped organize and present Team Meetings in different topics either to educate or create a collaborative relationship between team members
Service Manager
Wells Fargo Bank, N.A.
Brownsville, TX
05.2007 - 10.2008
- Ordered Large sums of money from Federal Reserve Bank to have for the store, vault and ATM
- Counted large sums of money to make sure order of accuracy was received
- Ordered day to day supplies needed for cashiers, bankers and staff from the bank
- In charge of paying some Vender Contracts
- Counted and Processed Night Drop bags from Business Customers
- Managed daily customer service operations; supervised staff and ensured compliance.
- Trained and mentored employees on service protocols and CRM systems.
- Monitored service metrics and implemented process improvements.
- Managed inventory, supply ordering, vendor negotiations, and departmental budgeting.
- Prepared reports for senior management and led team meetings.
- Prepared reports for senior management and led team meetings.
- Did monthly audits in Teller cash drawers, Vault and ATM
Personal Banker
Wells Fargo Bank, N.A.
05.2002 - 05.2007
- Educated customers on financial products; processed loan applications and verified documentation.
- Managed customer accounts, ensuring compliance with banking regulations and internal policies.
- Developed tailored financial solutions to meet diverse client needs and enhance customer satisfaction.
- Analyzed customer financial data to identify opportunities for cross-selling bank products and services.
- Mentored team members in achieving personal goals while fostering a collaborative work environment.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Enhanced client retention with proactive follow-ups and timely resolution of account issues.
Teller
Wells Fargo Bank, N.A.
Brownsville, TX
01.2000 - 01.2002
- Performed customer transactions (deposits, withdrawals, loan payments) and balanced cash drawer daily.
- Trained new tellers and maintained confidentiality and fraud awareness.
- Handled high-volume cash operations with accuracy.
- Processed customer transactions, ensuring accuracy and compliance with bank policies.
- Assisted customers with account inquiries, providing exceptional service and support.
- Monitored compliance with regulatory requirements, minimizing risk for the bank.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
Education
High School -
Hanna High School
Brownsville, TX07-1999
General Lines Property & Casualty - General Lines Property & Casualty License
Progressive Training
11-2024
Skills
- Customer relationship management (CRM)
- Bilingual: English & Spanish (Native)
- Policy & claims processing
- Sales & customer retention
- Cash handling & audits
- Ordering supplies & inventory management
- Purchase Orders for Cash and Supplies
- Staff training & leadership including teaching others
- Translation / interpretation
- Customer service
- Teamwork and collaboration
- Time management
- Problem-solving skills
- Multi-tasking strength
- Problem-solving
- Excellent people skills
- Relationship building
- Money handling
- Cash handling
- Order processing
- Shipment processing
- Conflict resolution
- Educating and teaching others
- Negotiating Prices
Certification
State of Texas General Lines Property & Casualty Insurance License
LANGUAGES
English — Native/Bilingual
Spanish — Native/Bilingual
Timeline
Customer Service / Sales Associate
Progressive Insurance
08.2023 - Current
Service Manager
Wells Fargo Bank, N.A.
05.2007 - 10.2008
Personal Banker
Wells Fargo Bank, N.A.
05.2002 - 05.2007
Teller
Wells Fargo Bank, N.A.
01.2000 - 01.2002
High School -
Hanna High School
General Lines Property & Casualty - General Lines Property & Casualty License
Progressive Training
Super Nova
Received recognition for going above and beyond and I won the Title and was able to Fly to San Diego and Las Vegas to received my award and meet the CEO of the company.
Active in the community and with Church activities.