Melisa Callejas Ramirez
Gastonia,NC
Summary
Bilingual and licensed insurance agent with a proven track record in customer service, insurance sales, mortgage processing, and administrative support. Expertise in assisting English and Spanish-speaking clients by ensuring seamless documentation processing, efficient payment handling, and fostering strong customer relationships. Recognized for exceptional communication skills, multitasking abilities, and a reliable work ethic that consistently drives results. Committed to delivering outstanding service and support in a fast-paced environment.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Bilingual Licensed Insurance Agent
Allcare Insurance Services
Gastonia, NC
08.2022 - Current
- Developed tailored insurance solutions to meet diverse client needs.
- Assisted English and Spanish-speaking clients with insurance needs and policy questions.
- Calculated quotes and educated potential clients on insurance options.
- Process premium payments accurately and efficiently.
- Established trust with clients through transparent communication regarding policy costs, coverages, exclusions, limitations, endorsements or riders available upon request.
- Collected and reviewed required documentation to ensure compliance with state regulations.
- Finalized sales and collected necessary deposits.
- Help customers find competitive rates and coverage for auto, home, motorcycle, boat, and life insurance policies by quoting with different carriers.
- Maintain organized customer files and office filing systems.
- Communicate with insurance carriers to resolve customer concerns, provide updated policy information and obtain competitive rates.
- Deliver excellent customer service while managing multiple tasks in a fast-paced environment.
- Supported bilingual clients through translation and customer assistance.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
Bilingual Junior Processor
My Mortgage Inc
02.2021 - 08.2022
- Assisted clients throughout the mortgage loan application process.
- Gathered borrower information, credit reports, appraisals, and supporting documentation for underwriting.
- Reviewed loan applications for compliance with federal and state regulations.
- Verified borrower information and documentation for compliance with lending standards.
- Responded to customer inquiries and resolved issues in a timely manner.
- Reduced processing errors by diligently reviewing and verifying all required documentation.
- Collaborated with underwriters, ensuring timely delivery of requested information and documents.
- Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants.
- Conducted outbound calls to collect missing information for loan applications.
- Provided bilingual support to Spanish-speaking clients to ensure a smooth loan process.
- Worked with customers in person and via telephone to answer questions, process transactions, and resolve issues.
Bilingual Licensed Insurance Agent
AllCare Insurance Services
Gastonia, NC
02.2019 - 09.2020
- Assisted customers with auto, home, motorcycle, and life insurance policies.
- Processed payments in person and over the phone.
- Managed customer records and office filing systems.
- Communicated with insurance companies to resolve customer concerns and obtain competitive rates.
- Supported bilingual clients through translation and customer assistance.
Twister Operator
Pharr Yarns
Lowell, NC
01.2014 - 02.2019
- Operated machinery and performed daily yarn production tasks.
- Removed and replaced yarn packages during machine setup changes.
- Completed doffing operations and maintained production efficiency.
- Trained new employees for cable operator duties.
- Assisted with translation during meetings and employee communications.
Education
GED -
Gaston College
Dallas, NC01-2015
Skills
- Proficient in reading, writing, and speaking Spanish and English
- Effective client communication
- Insurance sales expertise
- Mortgage application processing
- Proficient in Microsoft Word, Excel, and PowerPoint
- Efficient data management
- Strong verbal communication skills
- Effective time management
- Effective multitasking
- Diligent work ethic
- Versatile learner
- Client account management
- New agent training
- Insurance product expertise
Certification
- College and Career Success Skills, 2012
- North Carolina Career Readiness Certificate, 2015
- Basic Computer Skills Certification, 2017
Languages
English
Spanish
Timeline
Bilingual Licensed Insurance Agent
Allcare Insurance Services
08.2022 - Current
Bilingual Junior Processor
My Mortgage Inc
02.2021 - 08.2022
Bilingual Licensed Insurance Agent
AllCare Insurance Services
02.2019 - 09.2020
Twister Operator
Pharr Yarns
01.2014 - 02.2019
GED -
Gaston College