Lucy B. Salazar
442 W Kirkwall Rd, Glendora,CA
Summary
Results driven professional with over 20+ years of Customer Service experience. History of delivering the highest levels of quality results within a fast-paced office environment, while maintaining adherence to all metrics according to company policy and specifications.
Overview
14
14
years of professional experience
Work History
Licensed Sales/Customer Service Insurance Agent
Barrios Insurance - Geico
08.2020 - 07.2022
- Contributor to team roll in developing a 4.3 million dollar business within the last 2 years by providing high energy and a positive sales driven attitude.
- Sold Geico Products and products from partner companies.
- Completed daily leads by conducting follow up sales calls to best identify customer needs for insurance.
- Suggestive Cross Sale to maximize sales opportunities
- Met company key performing indicators to continuously improve customer experience, ensuring company growth and satisfaction.
- Provided Customer Service assistance with policy endorsements for Auto and Home.
Licensed Insurance Agent/Customer Service Representative Agent
Barrios Insurance - Allstate
02.2019 - 07.2020
- Provided Customer Service by answering 50+ phone calls daily and assisting with Policy Holders request.
- Specialized in Retention of Existing Customers by collecting past due payments assuring current policy status.
- Reviewing policies and conducting reviews to ensure customer needs.
- Worked with Mortgage/Escrow Companies to complete time sensitive endorsements.
- Cross-sold Allstate auto and Allstate partner brand products.
- Developed community reputation through commitment to customer satisfaction and strong client relationships.
Credit Manager
Young's Market Company
10.2013 - 01.2019
- Manage Southern California's accounts receivable for second largest distributor of liquor and fine wine.
- Assure customer's experience levels were met by answering 99.40% of all calls into the Credit Department
- Review collection reports to ascertain status of collections and outstanding balances and to evaluate effectiveness of current collection policies and procedures.
- Review and evaluate Customer Credit applications according to company policy to ascertain credit worthiness of potential customers.
- Analyze business operational need regarding system developments, enhancements and new business initiatives.
- Responsible for overseeing performance, development and retention of Credit team, managing business metrics to continuously improve customer experience, ensuring the department is operating within the confines of the Alcoholic Beverage Control laws.
Customer Services Manager
Young's Market Company
09.2008 - 10.2013
- Direct the daily operations of 22 Customer Service representatives.
- Demonstrated understanding and application of business acumen. Experience in operational leadership, billing, service delivery and customer engagement.
- Resolve customer complaints skillfully and respectfully to achieve customer satisfaction.
- Develop and implement customer service policies and procedures.
- Ensure daily and monthly plans are in place to ensure that 95% of all calls presented will be answered.
- Oversee the assignment of newly created accounts while maintaining adherence to company policy, Alcohol Beverage Control and Board of Equalization guidelines.
- Conduct Credit On Board Training for New Hire Sales personnel.
- Identify and implement strategies to improve quality of service, productivity and profitability.
Education
No Degree - Liberal Arts And General Studies
California State University - Los Angeles
Los Angeles, CASkills
- Customer Service and Assistance
- Inbound Customer Calls
- Persuasive Selling
- Professional Relationships
- Administrative Support
- Quotes and Sales
- Customer Follow-Up
- Policy Renewals
Languages
Spanish
Native or Bilingual
Timeline
Licensed Sales/Customer Service Insurance Agent
Barrios Insurance - Geico
08.2020 - 07.2022
Licensed Insurance Agent/Customer Service Representative Agent
Barrios Insurance - Allstate
02.2019 - 07.2020
Credit Manager
Young's Market Company
10.2013 - 01.2019
Customer Services Manager
Young's Market Company
09.2008 - 10.2013
No Degree - Liberal Arts And General Studies
California State University - Los Angeles
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