Detail-oriented customer representative with significant experience in delivering superior customer service, bilingual in Spanish and English, adept at analyzing client needs and implementing tailored solutions, ready to harness capabilities to improve client satisfaction and streamline operational efficiency.
• Assessed client needs to provide customized insurance solutions.
• Reviewed policies to ensure clients had proper, sufficient coverage.
• Clearly explained insurance products, terms, and coverage options.
• Accurately processed policy updates, endorsements, renewals, and cancellations.
• Maintained well-organized records using effective filing systems.
• Scheduled meetings, travel, and events for the insurance team.
• Acted as a liaison between agents and clients to ensure clear, professional communication.
• Assisted with billing and day-to-day administrative insurance tasks.
• Supported the hiring process by coordinating interviews and onboarding.
• Managed cash handling and payment processing with accuracy and integrity.
• Provided excellent customer service in a fast-paced environment.
• Accurately processed transactions, including fuel, merchandise, and lottery sales.
Handled cash, credit, and mobile payments with strong attention to detail.
• Maintained store cleanliness, and restocked shelves to ensure product availability.
• Managed opening and closing procedures, including cash reconciliation.
• Ensured compliance with safety and age-restricted product regulations.
• Monitored equipment, and promptly reported maintenance needs.
Property & Casualty License Insurance Producer License