Osiris Carcamo
Dallas,TX
Summary
Results-driven Auto Insurance Agent with expertise in risk assessment, policy customization, and claim handling. Delivered tailored insurance solutions and exceptional service through strong communication, negotiation, and problem-solving skills. Committed to maintaining high ethical standards while prioritizing customer trust and satisfaction.
Overview
2
2
Languages
1
1
Certification
4
4
years of professional experience
Work History
Auto Insurance Agent
Lopez auto insurance
Dallas, TX
02.2025 - Current
- Assisted Lopez auto insurance customers with auto policy quotes and coverage options.
- Explained coverage options to potential policyholders, answering questions or concerns.
- Explained insurance terms, deductibles, and payment choices to policyholders.
- Processed new applications, renewals, and policy changes with accuracy.
- Developed and maintained relationships with existing customers to ensure satisfaction and renewals.
- Assessed customer needs and provided appropriate insurance solutions.
- Conducted policy reviews for customers to identify potential gaps in coverage or additional coverage options.
- Answered phone calls and followed up on customer questions and requests.
- Followed up regularly with customers regarding their policies or any outstanding issues they may have had.
- Researched customer inquiries about billing discrepancies or coverage questions.
- Adhered to all company guidelines relating to ethical standards when working with customers.
- Utilized an automated system for rating plans, generating proposals, issuing policies, tracking payments.
- Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
- Rewrote and reinstated insurance policies, following underwriting and business rules.
Waitress
Rumbero restaurant
Dallas, TX
06.2022 - 11.2024
- Greeted customers, answered questions, and recommended specials to increase profits.
- Presented menus and explained daily specials with clear, friendly service.
- Took accurate orders and relayed requests to kitchen and bar staff.
- Provided excellent customer service by addressing any complaints or concerns promptly.
- Addressed concerns quickly to improve customer experience and escalated issues to management for resolution when necessary.
- Handled payments, receipts, and cash drawer transactions with care.
- Maintained accuracy while handling payments, giving change and printing receipts for customers.
- Organized take-out orders efficiently according to customer requests.
- Adhered to all health codes set forth by local authorities regarding food preparation and storage.
- Trained new employees to perform duties.
Education
Some College (No Degree) - Marketing
CEUTEC
Dallas, TXSkills
- Policy quoting
- Policy rating
- Policy issuance
- Coverage analysis
- Licensed insurance agent
- Product knowledge
- Client consultations
- Customer needs assessment
- Customer retention
- Customer service
- Account management
- Records verification
- Effective communication
- Time management
- Problem solving
- Relationship building
- Rapport building
- Lead generation
- Teamwork
- Goal oriented
- Attention to detail
- Teamwork
Languages
Spanish
Native/ Bilingual
English
Limited
Certification
- Auto insurance agent
- Life insurance agent
Timeline
Auto Insurance Agent
Lopez auto insurance
02.2025 - Current
Waitress
Rumbero restaurant
06.2022 - 11.2024
Some College (No Degree) - Marketing
CEUTEC