Meztli Gutierrez
Dallas
Summary
Dedicated Licensed Property and Casualty Insurance Representative skilled in delivering outstanding customer service and client education. Bilingual communicator adept at engaging diverse clientele and enhancing satisfaction. Efficiently manages multiple tasks in fast-paced environments while prioritizing client needs and demonstrating strong organizational abilities.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Insurance Customer Service Representative
State Farm
Mesquite, Tx
10.2024 - Current
- Provided timely and accurate responses to customer inquiries regarding policies, procedures, and coverage.
- Maintained accurate records of customer interactions and inquiries to ensure effective follow-up and resolution.
- Provided excellent customer service to clients, answering inquiries and addressing complaints in a timely fashion.
- Handled phone and email inquiries to prepare premium quotes and send timely renewal agreements to clients.
- Collaborated with internal departments such as underwriting and billing to resolve customer issues quickly.
- Evaluated client needs in order to provide appropriate product recommendations.
- Use proper telephone etiquette and manage daily workflow of incoming calls from clients regarding policy information and changes.
- Kept records of customer interactions or transactions, recording details of inquiries.
- Transmitted information and documents to customers via computer and mail.
- Processed cash and credit card payments accurately and documented transactions for record-keeping.
- Greeted visitors, assessed their needs, and directed them to appropriate destinations within the organization
Internship Student
Prophecy Film Studio
Mesquite, Tx
09.2021 - 08.2024
- Completed assignments as directed by supervisor to meet project objectives.
- Collaborated effectively in team and independent settings with a focus on detail.
- Participated in training sessions and workshops to enhance knowledge and skillset.
- Worked with teams to support goals, express creativity and build experiences.
- Gained insights into advanced work techniques by shadowing staff.
- Contributed to team initiatives by supporting goals and fostering creativity.
Shift Leader
La Michoacana Premium
Dallas, Tx
05.2022 - 02.2024
- Trained new employees in job duties, safety procedures, and company policies.
- Managed store closing and opening procedures, enhancing safety and security for staff and customers.
- Showed proficiency in maintaining a clean work environment by following safety procedures and adhering to sanitation regulations.
- Demonstrated expertise in leading and managing shifts, training and developing team members, and ensuring customer satisfaction.
- Learned quickly to adapt to new roles within the organization.
- Demonstrated strong organizational skills by maintaining accurate inventory records for stock replenishment.
- Adapted quickly to changing situations while multitasking between multiple responsibilities simultaneously.
- Reviewed financial statements, sales reports, and performance data to evaluate productivity and inform decision-making.
Education
High School Diploma -
Skyline High School
Dallas05.2024
Skills
- Insurance terminology
- Complaint handling
- Customer service
- Client education
- Task prioritization
- Organization
- Adaptability and flexibility
- Effective communication
- Quick learner
Certification
Property & Casualty Insurance License
Timeline
Insurance Customer Service Representative
State Farm
10.2024 - Current
Shift Leader
La Michoacana Premium
05.2022 - 02.2024
Internship Student
Prophecy Film Studio
09.2021 - 08.2024
High School Diploma -
Skyline High School