Summary
Overview
Work History
Education
Skills
Timeline
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Michael Gutierrez

Fort Worth,TX

Summary

Dedicated and adaptable professional with a proactive attitude and the ability to learn quickly. Strong work ethic and effective communication skills. Eager to contribute to a dynamic team and support organizational goals.

Overview

4
4
years of professional experience

Work History

Premier Branch Care Advisor

Truist Bank
12.2024 - Current
  • Develop strong relationships with patients and families, fostering trust and open communication.
  • Educate customers on digital banking tools for easier account access and improved financial management capabilities.
  • Collaborate closely with other departments like Collections or Fraud Prevention teams for seamless communication and better case management.
  • Retain high-value clients by providing exceptional support and personalized service.

Claims Assistant

Alacrity Solutions
12.2023 - 12.2024
  • Provided customer service support to policyholders, claimants, and agents over the phone or via email.
  • Maintained accurate records related to all aspects of the claims process.
  • Assisted in the preparation of documents for claims processing.
  • Prepared detailed documentation supporting all activities related to each claim processed.

Life Insurance Agent

Primerica
01.2024 - 10.2024
  • Advised clients regarding the best ways to manage their finances according to their individual needs.
  • Negotiated terms of policy with clients to ensure maximum benefit for both parties.
  • Evaluated current financial situation of clients before recommending any policy changes.
  • Conducted market research to identify potential new products and services.

Delivery Driver

Havertys Furniture
02.2021 - 11.2023
  • Provided excellent customer service by answering inquiries about products or services being delivered.
  • Reported mechanical issues with delivery vehicle to supervisor in a timely manner.
  • Communicated regularly with dispatch regarding any delays or issues encountered on routes.
  • Followed safety protocols for loading, unloading, securing, inspecting, operating, and maintaining the assigned vehicle.

Education

High School Diploma -

Northwest Highschool
05-2011

Skills

  • New Agent Training
  • Building Relationships
  • Client Service
  • Client Education

Timeline

Premier Branch Care Advisor

Truist Bank
12.2024 - Current

Life Insurance Agent

Primerica
01.2024 - 10.2024

Claims Assistant

Alacrity Solutions
12.2023 - 12.2024

Delivery Driver

Havertys Furniture
02.2021 - 11.2023

High School Diploma -

Northwest Highschool

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Michael Gutierrez