To obtain a challenging position in a diverse environment that will utilize my resourceful customer service, claims experience and education to benefit the company and add value to organizational operations.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Licensed Insurance Agent
GEICO, Government Employees Insurance
Dallas, TX
01.2023 - Current
Conducted customer needs assessments to identify appropriate coverage levels and options.
Provided assistance with billing inquiries, payment processing, and customer service issues.
Advised clients on their insurance needs and coverage options based on individual requirements.
Identified opportunities for cross-selling additional policies or services to existing customers.
Processed policy changes, renewals, cancellations, claims and other related paperwork accurately and timely.
License/Permit Specialist II
Texas Department of Public Safety
Plano, TX
01.2021 - 01.2023
Meet and screened applicants, administer written and visual tests, prepared application forms, approved license/permit applicants, and collect license/permit application fees
Answered general questions pertaining to driver license laws and procedures, safety responsibility laws and procedures.
Reviewed and evaluated permit/license applications to ensure accuracy of information and compliance with applicable codes, laws, regulations and standards.
Customer Service Advocate
Globe Life
08.2018 - 12.2020
Ensure to resolve all customer needs on a one call resolution
Managed customer follow-ups and escalation, interacted with policyholders daily
Processed loans and surrenders
Processed cancellations, death notifications, policy refunds, and misapplied premiums
Audited and conducted quality assurance on department letters
Created process guides and standards for the department
Trained in multiple areas of business: Life, Cancer, Health, Claims, and Accident policies
Reviewed and implemented changes to procedures specified by management.
Lead CSR III
07.2005 - 05.2018
Processed warranty claims and authorized payouts
Managed escalated calls
Educated customers on a vast variety of products
Worked with management to review and determine case hire processing
Mentored new customer service representatives during the new hire process.
Education
Ongoing - Criminal Justice
University of Phoenix
Graduated May 1992 -
Kingsbury High School
Skills
Strong verbal written, organizational, and communication skills
Ability to collaborate within a team environment
Excellent interpersonal skills including tact, patience, and courtesy
Type 55 words per minute
Ability to manage highly sensitive and confidential information in a timely manner
Proven ability to prioritize and attention to detail
Microsoft Office: Word, Excel, PowerPoint, Outlook, Office Professional Plus 2016
Business Accountability Analyst, HR Strategy/Planner at Wells Fargo Bank, N.A.Business Accountability Analyst, HR Strategy/Planner at Wells Fargo Bank, N.A.