Reliable, top-notch sales associate with outstanding customer service skills and relationship-building strengths. Dedicated to welcoming customers and providing comprehensive service. In-depth understanding of sales strategy and merchandising techniques.
Overview
7
7
years of professional experience
Work History
Insurance Servicing Senior Associate
National General Insurance
06.2020 - Current
Verify and review complex data for mortgage loans
Process multiple insurance related queues quickly and accurately
Meet daily loan processing goals
Issue Insurance premiums to carriers as needed
Inspect mortgage files to make sure they are under compliance for insurance
Perform data entry quickly and accurately
Knowledge of processing applications such as MSP, Quandis, QBOSS, MIRD, Tracksource and NexGen
Work closely with agents and carriers to inspect mortgage file and verify information such as insurance
Update clients’ systems of records to ensure accuracy and completeness of database information.
Trained and supported new team members, maintaining culture of collaboration.
Improved customer satisfaction by quickly and effectively addressing inquiries and complaints.
Customer Service Representative
Gallardo's Insurance Agency Notary & Tax Service
06.2016 - 05.2020
Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns
Promptly answered multi-line phone system and greeted callers enthusiastically
Answered constant flow of customer calls with up to 4 calls in queue per minute
Maintained accurate and current customer account data with manual forms processing and digital information updates
Evaluated customer information to explore issues, develop potential solutions and maintain high-quality service
Updated and maintained information in customer accounts for 600 customers
Completed clerical tasks such as filing, copying and distributing mail
Maintained excellent attendance record, consistently arriving to work on time
Goal oriented with Insurance Sales
Evaluate customer information for potential solutions and needs while cross selling insurance products
Knowledge in mortgage loans.
Education
Associate of Arts - Business
Tarrant Count College
Fort Worth, TX
05.2022
High School Diploma -
Chisholm Trail High School
Fort Worth, TX
2016
Skills
Spanish translation
Database Management
Data Entry
Proficient in Microsoft Office
Cash handling
Account Reconciliation
Multi-line phone talent
Experienced Customer Service
Additional Information
Juntos Se Puede Scholarship Banquet 2016, 2017, 2018, 2019, 2021, 2022, 2023
Juntos Se Puede Christmas in the Barrio 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023
Juntos Se Puede Scholarship Fundraising Dance 2017, 2019, 2021
Juntos Se Puede Community 3k Walk 2017, 2018, 2019
Juntos Se Puede 16 de Septiembre Fiestas Patrias 2018, 2019
Juntos Se Puede Toy Drives 2018, 2019, 2021, 2022, 2023