Nancy Gallegos
Riverside,CA
Summary
Accomplished Insurance Specialist with a proven track record at James G. Parker Insurance Co., enhancing client satisfaction and streamlining policy management. Expert in documentation and critical thinking, adept at upselling and customer retention. Achieved significant growth through innovative marketing strategies and exceptional account management.
Overview
9
9
years of professional experience
Work History
Insurance Specialist
James G. Parker Insurance Co.
01.2015 - 11.2019
- Enhanced work place satisfaction by addressing insurance file needs to complete client portfolio.
- Communicated effectively with members of operations.
- Tracked pending requests for special documents needed in a timely manner
- Maintained a high level of industry expertise through continuous professional development courses and certifications in the field of insurance specialty.
- Streamlined policy management by regularly updating client information and tracking policy changes.
Owner
The Weekend Wardrobe
10.2013 - 01.2016
- Managed day-to-day business operations.
- Developed and maintained strong relationships with clients, resulting in repeat business and referrals.
- Managed financial aspects of the business, including budgeting, financial reporting, and tax preparation.
- Implemented marketing strategies to increase brand awareness and attract new customers.
Customer Retention Specialist
AAA Of Southern California
01.2012 - 12.2013
- Contributed to company growth by upselling additional products and services during support interactions.
- Conducted regular account reviews to identify opportunities for improving customer satisfaction and reducing attrition rates.
- Met customer call guidelines for service levels, handle time and productivity.
- Educated customers about billing, payment processing and support policies and procedures.
- Responded to customer requests, offering excellent support and tailored recommendations to address needs.
- Investigated and resolved customer inquiries and complaints quickly.
- Delivered prompt service to prioritize customer needs.
Customer Service Representative
Hill Corporation
01.2011 - 09.2012
- Responded to customer requests for products, services, and company information.
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Assisted customers in navigating company website and placing online orders, improving overall user experience.
- Maintained detailed records of customer interactions, ensuring proper follow-up and resolution of issues.
- Contributed to sales growth by upselling products and services based on individual customer requirements.
Education
Diploma - General Ed
Selma High School
SelmaSkills
- Documentation skills
- Account Management
- Customer Service
- Client Retention
- Upselling
- Marketing Strategies
- Customer follow-up
- Critical Thinking
Timeline
Insurance Specialist
James G. Parker Insurance Co.
01.2015 - 11.2019
Owner
The Weekend Wardrobe
10.2013 - 01.2016
Customer Retention Specialist
AAA Of Southern California
01.2012 - 12.2013
Customer Service Representative
Hill Corporation
01.2011 - 09.2012
Diploma - General Ed
Selma High School
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