Dedicated insurance professional with expertise in risk assessment and regulatory compliance and a passion for protection. Proven ability to educate members on insurance products and provide tailored solutions that enhance customer satisfaction.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Insurance Professional II
USAA
San Antonio
05.2025 - Current
Delivered expert guidance on risk management, assisting members in implementing tailored protection solutions.
Educated members on the value and benefits of diverse property and casualty insurance products, utilizing clear language and practical scenarios.
Maintained compliance with all regulatory requirements and ethical standards in the insurance industry.
Facilitated peer-to-peer assistance via chat and in-person interactions
Insurance Professional III
USAA
San Antonio
02.2024 - 05.2025
Processed applications and ensured accurate documentation for new policies.
Delivered comprehensive information to customers about plan features, pricing, and availability.
Maintained compliance with relevant laws, regulations, and company standards while marketing insurance offerings.
Attended training sessions to enhance product knowledge and sales techniques.
Customer Service Agent
Goosehead Insurance
San Antonio
11.2022 - 10.2023
Provided exceptional customer service through multiple communication channels.
Developed strong relationships with customers by providing personalized assistance and support.
Engaged in conversation with customers to understand needs, resolve issues and answer product questions.
Identified opportunities for upselling additional products or services based on customer needs.
Customer Service Specialist
Charter Communications, Spectrum
San Antonio
01.2018 - 11.2022
Utilized advanced technical skills and expertise to troubleshoot complex problems and implement solutions prioritizing first call resolution.
Facilitated live work training for new employees in both team and individual settings as Subject Matter Expert.
Provided support and guidance to colleagues to maintain a collaborative work environment.
Service Advisor
Infiniti of San Antonio
San Antonio
09.2015 - 11.2017
Greeted customers and addressed their needs in a professional manner.
Explained service recommendations and maintenance options to clients effectively.
Managed service workflow and coordinated technician assignments for efficiency.
Developed strong relationships with clients to enhance customer satisfaction levels.
Prepared invoices for services rendered and collected payments from customers.
Education
Associate of Insurance - Insurance And Risk Management
The Institutes
Online
11-2025
High School Diploma -
Judson Senior Highschool
Converse, TX
05-2003
Skills
Insurance product expertise
Analytical thinking
Risk assessment
Regulatory compliance
Training and development
Problem resolution
Customer support
Conceptual clarity
Team collaboration
Effective communication
Certification
General Lines Property & Casualty Insurance License Texas Department of Insurance NPN: 20553099
Accomplishments
Made for Quality Bronze Award - 2024
Timeline
Insurance Professional II
USAA
05.2025 - Current
Insurance Professional III
USAA
02.2024 - 05.2025
Customer Service Agent
Goosehead Insurance
11.2022 - 10.2023
Customer Service Specialist
Charter Communications, Spectrum
01.2018 - 11.2022
Service Advisor
Infiniti of San Antonio
09.2015 - 11.2017
Associate of Insurance - Insurance And Risk Management