LUIS A PELAEZ
Cleveland,OH
Summary
I'm a bilingual (Spanish and English) experience professional with successful career in banking, customer service and P&C insurance. I'm a highly motivated leader proficient in exceeding goals. Provide excellent customer service with integrity, accountability and respect. Effective leader with the skills necessary to direct, train and motivate others to their fullest potential. Successful team player devoted to excellence, helping others and building bridges of success.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Independent Insurance Producer
American Family Insurance
Cleveland , OH
06.2020 - Current
- provide expert guidance and use adviser skills as a proactive problem-solver to identify products that meet customer needs
- I find it rewarding to nourish, build, and maintain customer relationship. I consider being a brand ambassador to support the products and services we offer.
- Develop knowledge of the the local market, prospect for new business and use consultative selling techniques.
- Independent contractor, representing American Family insurance and its products exclusively. Responsible for agency's sale and growth.
Insurance Verification Representative
Revenue Group
Cleveland , OH
07.2019 - Current
- Make outbound and inbound calls for assigned lender relationship; follow appropriate calls scripts, explain policy status, break in coverage, correspondence from agents and carriers, invoices and escrow/non-escrow premiums.
- Strive for first call resolution to assist customers with obtaining proof of coverages by contacting agency and carrier by phone, fax or email.
- Research information and status of policy on carrier website for proof of coverages for auto, home and business.
- Exceed call quality and call production goals daily.
- Attend meetings, participate in share ideas, participate in call quality ideas and scoring sessions with management for improvements and escalate issues.
Internet Direct Banker
Axos Bank
San Diego, CA
12.2018 - 06.2019
- Inbound and outbound calls, emails and live chat
- Investigate, clarify customers request, research and explore alternative solutions
- Understand, apply appropriate procedures and regulations while maintaining complete confidentiality
- Build Strong relationships with current and prospect customers over the phone to upsell and cross-sell when appropriate
- Suggest and pioneer new processes and resources to make workflow more efficient
- Providing provision of products and customer service outside branch structure in a manner that makes customers comfortable with a branchless bank
Personal/Business Banker
Comerica Bank
San Diego, CA
07.2012 - 02.2018
- Improve our networking with local businesses
- Provide sale and service assistance to all clients
- Support the branch in growing a profitable book of business
- Identify and resolve complex service issues
- Managed and trained a staff of 3 or more
- Ensure compliance with operational, security, audit procedures and policies
- Provide banking sale solutions for deposit and loan products for personal and business clients
Education
Finance
Cleveland State University
Cleveland, OHSkills
- Over 21 years of customer service skills
- Proven sales ability
- Multi-tasking and prioritizing skills
- Bilingual in Spanish and English
- Ability to problem solve and make decisions
- Detail-oriented, disciplined, organized and self starter
- Strong verbal and communications skills
- Excel at interfacing with others at all levels to ensure goals are attained
- Adaptable and versatile with an unmatched talent to quickly learn new concepts and skills
Certification
- Licensed [P&C] - [March 2020]
Timeline
Independent Insurance Producer
American Family Insurance
06.2020 - Current
Insurance Verification Representative
Revenue Group
07.2019 - Current
Internet Direct Banker
Axos Bank
12.2018 - 06.2019
Personal/Business Banker
Comerica Bank
07.2012 - 02.2018
Finance
Cleveland State University