Palmira Gonzalez
San Antonio,TX
Summary
Proven expertise in insurance products, service and customer needs. Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day. Identifies and resolves concerns while promoting new products and meeting sales objectives.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Insurance Agent
Pronto Insurance Company
Laredo, TX
08.2024 - Current
- Developed and implemented comprehensive insurance plans for clients according to their individual needs.
- Assessed customer risk levels and recommended appropriate coverage options.
- Conducted research to identify competitive rates and benefits offered by other providers.
CSR/Dispatcher
Grupo Famsa
San Antonio, TX
03.2023 - 07.2024
- Provided customer service support to customers over the phone and by email.
- Handled customer inquiries and complaints in a timely manner.
- Processed orders, forms, applications, and requests.
- Maintained records of customer interactions, transactions, comments, and complaints.
Data Entry Clerk
Transplace
Laredo, TX
03.2022 - 05.2022
- Transfer data from paper formats into computer files or database systems using keyboards, data recorders or optical scanners
- Type in data provided directly from customers
- Create spreadsheets with large numbers of figures without mistakes
- Verify data by comparing it to source documents
- Update existing data
- Retrieve data from the database or electronic files as requested
- Perform regular backups to ensure data preservation
- Sort and organize paperwork after entering data to ensure it is not lost
Dispatcher
Charger Logistics Inc
Laredo, TX
11.2019 - 10.2021
- Inbounds/ Outbounds
- Pediments
- Transfer data from paper formats into computer files or database systems using keyboards, data recorders or optical scanners
- Type in data provided directly from customers
- Verify data by comparing it to source documents
- Update existing data
- Retrieve data from the database or electronic files as requested
- Perform regular backups to ensure data preservation
- Sort and organize paperwork after entering data to ensure it is not lost
Labeler
Carroquin/Transplace
Laredo, TX
02.2019 - 11.2019
- Operating and tending to machines, preparing products for delivery and storage, handling and moving materials to produce a smooth workflow, and inspecting equipment to ensure safe operation
Security Dispatcher
C.H. Robinson
Laredo, TX
04.2018 - 06.2019
Driver
O'Reilly's
04.2017 - 06.2018
- Parts delivery drivers usually work for a retailer, manufacturer or independent contractor
- They load trucks at distribution centers -- or pick up parts at small businesses -- and delivery them to clients throughout the day
- In this job, you plan your own routes for maximum efficiency and stay in contact with supervisors or dispatchers
- You also keep records of pick ups, deliveries and payments, and provide shipping and payment receipts to customers
- These drivers are also responsible for periodic maintenance and cleaning of their vehicles
Provider
Nursing from the Heart
Laredo, TX
01.2016 - 01.2017
- 1 Following the care plan as directed by supervising nurse
- 2 Assisting with bathing and grooming - This can include but is not limited to: shampooing hair, finger and toenail care, brushing teething, and shower assistance
- 3 Basic food preparation - From grocery shopping to actually preparing the food, it’s important to ensure the senior is displaying proper nutrition
- 4 Medication reminders - Caregivers must assure that medications are taken at the correct time as directed by the doctor
- 5 Light housekeeping - It’s important for caregivers to keep a safe and clean environment
- Duties related to housekeeping will typically involve making the bed and and cleaning the bathroom and kitchen
- 6 Transferring the client - This refers to transferring the client from chairs, from the toilet, from bed, and to and from a vehicle
- 7 Toileting - It’s important to assist with using the toilet to encourage comfort and prevent any infections
- 8 Transportation - If a caregiver has a vehicle and a driver’s license, it’s likely they will help to take the elder around to doctor’s appointment and other activities
- 9 Monitoring changes in client’s health - When following the care plan, the supervising nurse will want to know if there are any changes in health that are concerning and that may need medical attention
- 10 Companionship - Possibly the most important of all caregiver duties, caregivers will be with the elder all day and it’s mutually beneficial if they enjoy each other’s company
- It’s a very important part of acaregiver job!
Education
High school or equivalent - Basic Courses
Skills
- Logistics
- Nursing
- Meal Preparation
- Caregiving
- Food Preparation
- Data Entry
- Home Care
- Typing
- Cleaning Experience
- Bilingual (10 years)
- Organizational skills
- Negotiation
- Customer service
- Sales
- Mechanical knowledge
- Inventory control
- Warehouse experience
- Pricing
- Microsoft Office
- English
- Microsoft Excel
- Microsoft Outlook
- Spanish
- Financial services
- Banking
- Lending
- Client assessment
- Customer follow-up
Certification
- Driver's License
- October2021 to May2026
Timeline
Insurance Agent
Pronto Insurance Company
08.2024 - Current
CSR/Dispatcher
Grupo Famsa
03.2023 - 07.2024
Data Entry Clerk
Transplace
03.2022 - 05.2022
Dispatcher
Charger Logistics Inc
11.2019 - 10.2021
Labeler
Carroquin/Transplace
02.2019 - 11.2019
Security Dispatcher
C.H. Robinson
04.2018 - 06.2019
Driver
O'Reilly's
04.2017 - 06.2018
Provider
Nursing from the Heart
01.2016 - 01.2017