Luis Angel Perez

• Increased client satisfaction by building strong relationships and addressing their needs promptly.
• Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
• Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
• Successfully resolved escalated issues, preventing potential loss of valuable clients while maintaining positive relationships with all parties involved.

• Processed payments and contracts on accounts.
• Used probing techniques to determine debtors' reasons for delinquency.
• Recorded all information regarding financial status of customers.
• Resolved challenging situations with friendly but firm strategies.
• Used skip tracing resources to locate debtors and updated information in company system.

• Computed total costs and profit requirements for customer sales to provide accurate pricing.
• Informed customers of sales and promotions to build customer base, boost traffic and increase customer loyalty.
• Built client list and strengthened customer relationships through consistent communication via phone and internet.
• Would go marketing to near by businesses and leave flyers.
• Process policy monthly payments.
• Took all around pictures of each vehicle when getting a new policy with Fred Loya or renewing.
• Made sure all paperwork had the same signature form before submitting in the system.
• Submitted vehicle claims, took pictures of damages.
• Sold liability & full coverage insurance.

• Proposed available products and solutions to meet diverse requirements.
• Contacted customers to assess satisfaction and current needs.
• Processed client payments and updated accounts.
• Contacted customers to collect outstanding payments via one-time or negotiated installment methods.

Experienced with: Check cashing, wire transfers, money orders, change money, faxing paperwork, access bill pay for customers.

• Worked directly with departments, clients, and management to achieve customer satisfaction.