Miriam Flores
Rockwall,TX
Summary
Dynamic Customer Account Manager at Travis Barton State Farm with expertise in risk assessment and customer relationship management. Proven track record in enhancing client satisfaction and driving sales through tailored insurance solutions. Adept at utilizing CRM software to streamline processes and foster strong client relationships, ensuring optimal policy coverage and service excellence.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Customer Account Manager
Travis Barton State Farm
Rockwall, Texas
04.2022 - Current
- Reviewed existing policies to identify necessary changes.
- Resolved customer complaints related to coverage and service issues.
- Advised customers on tailored risk management strategies.
- Assessed customer needs to recommend suitable insurance products.
- Generated customized quotes based on individual client requirements.
- Maintained accurate records of client accounts and policy details.
- Provided guidance on underwriting processes for new policy applications.
- Engaged customers through effective interpersonal communication skills.
Insurance Sales Agent
Amtex Auto Insurance
Port Arthur, Texas
11.2020 - 04.2022
- Conducted thorough analysis of insurance and investment options, providing tailored recommendations to clients.
- Developed customer service strategy that enhanced client satisfaction levels.
- Utilized CRM software to efficiently track leads, interactions, and sales progress.
- Identified upselling opportunities aligned with customer needs to drive additional revenue.
- Streamlined office operations by creating a material movement process, minimizing workflow backtracking.
- Advised clients on risk management to select appropriate coverage levels.
- Increased sales through consultative approach and relationship building with policyholders.
Personal Caregiver
Anna Valencia
Port Arthur, TX
06.2019 - 11.2020
- Monitored patients for changes in physical, emotional, mental, or behavioral conditions.
- Collected and recorded blood pressure, pulse, and respirations to assess health status.
- Collaborated with client care team to update care plans based on patient needs.
- Transported patients to medical, dental, and personal care appointments efficiently.
- Documented vital signs and medication responses, noting any variances or concerns.
- Engaged in continuing education opportunities to enhance geriatric care skills.
- Assisted clients with personal hygiene to maintain daily living standards.
- Partnered with registered nurses and physiotherapists to deliver comprehensive patient care.
Cashier Team Lead
J & J Wings and Seafood
Port Arthur, TX
05.2017 - 06.2019
- Balanced cashier drawers accurately and efficiently.
- Maintained knowledge of store promotions to effectively highlight sales.
- Conducted inventory audits to ensure product level accuracy.
- Personalized customer service to enhance overall satisfaction.
- Regularly cleaned work environment by sweeping floors and wiping counters.
- Processed payments promptly, exceeding productivity standards.
- Assisted management in developing employee improvement strategies for exceptional performance.
Education
High School Diploma -
Memorial High School
Port Arthur, TX05-2019
Skills
- Customer relationship management
- Risk assessment
- Policy writing
- CRM software proficiency
- Insurance product expertise
- Sales strategy
- Problem solving
- Account servicing
Languages
English
Professional
Spanish
Professional
Certification
- Property & Casualty License in Texas - May, 2022
- Life Insurance License in Texas - June, 2023
References
References available upon request.
Timeline
Customer Account Manager
Travis Barton State Farm
04.2022 - Current
Insurance Sales Agent
Amtex Auto Insurance
11.2020 - 04.2022
Personal Caregiver
Anna Valencia
06.2019 - 11.2020
Cashier Team Lead
J & J Wings and Seafood
05.2017 - 06.2019
High School Diploma -
Memorial High School