Lisa Garcia
San Antonio,TX
Summary
Seeking a challenging position that will enhance my skills and knowledge, and allow me to apply my expertise to grow with the mission in mind.
Overview
9
9
years of professional experience
Work History
Estate/Deposits Representative
USAA
09.2018 - Current
- Handled customer complaints quickly and professionally to restore customer confidence and prevent loss of business.
- Developed and maintained positive customer relations and coordinated with team members to properly handle requests and questions.
- Communicated with clients regarding estate accounts to gather, provide and share updated information on bank services.
- Helped meet changing demands by recommending improvements to business systems or procedures.
- Generated reports detailing findings to be in compliance with the credit bureau.
- Updated daily tracking spreadsheets for process monitoring and reporting.
- Cultivated positive relationships with third party vendors to deliver accurate and timely updates to estate accounts.
- Maintained database systems to track and analyze operational data.
P&C Insurance Fulfillment
USAA
02.2017 - 09.2018
- Evaluate and process requests from underwriting for auto insurance policies
- Contact members regarding policy adjustments for auto and property policies.
- Finalized internally generated policy maintenance for state reporting
Member Solution Specialist
USAA
12.2014 - 02.2017
- Licensed Auto and home insurance sales specialist quoting and issuing policies.
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
- Investigated and resolved customer inquiries and complaints quickly.
- Responded to customer requests, offering innovative products and tailored recommendations to address needs.
Education
High School Diploma -
Sunset High School
San Antonio, TXSkills
- Expense Reporting
- Cross-Functional Team Development
- Account Servicing and Development
- Problem-Solving Strengths
- Retention Strategies
- Product and Service Planning
- Product Promotion
- Client Service
- Selling Skills
- Customer Relations
Timeline
Estate/Deposits Representative
USAA
09.2018 - Current
P&C Insurance Fulfillment
USAA
02.2017 - 09.2018
Member Solution Specialist
USAA
12.2014 - 02.2017
High School Diploma -
Sunset High School