Patricia Preciado
Summary
Experienced with client needs analysis and insurance policy customization. Utilizes risk management strategies to offer optimal coverage solutions. Knowledge of industry regulations and maintaining high standards of customer service.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Insurance Agent 2-20
Schlitt Services
12.2022 - Current
- Process applications, payments, corrections, endorsements and cancellations.
- Developed, implemented and monitored new underwriting guidelines for the agency.
- Prepared necessary paperwork to process insurance sales and renewals.
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Increased client satisfaction by building strong relationships and addressing their needs promptly.
Customer Service Representative
State Farm
03.2021 - 12.2022
- Notify Client Data Services to add client to appropriate exports
- Receive and process request from external and internal partners
- Authorize external user system access requests
- Participate in meetings for potential new and loss business
- Audit policy/coverage information for accuracy
- The Client Configuration Coordinator reports to the Manager or Team Lead of Client Configuration
- Handle inbound/outbound calls, email, chat with customers and potential customers for a new product design
- Focus is on customer service both before and after product sale (including potential claims handling)
- 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.
- Maintained detailed records of customer interactions, ensuring proper follow-up and resolution of issues.
Non-Controlled Processor
Rx Reverse Distributors
11.2017 - 02.2022
- Processing outdated prescription drugs for customers all over the country. Customers include pharmacies, hospitals and long-term care facilities. When prescription drugs are processed, they are sent to another department to be ready to get shipped out to the manufactures of that drug.
- Supported team members in their tasks, contributing to overall team success.
- Participated in continuous training initiatives, staying up-to-date on relevant regulations, policies, and best practices within the processing field.
- Increased productivity by effectively managing workload and prioritizing tasks.
- Received and reviewed incoming documents and materials.
Customer Service
Taylor Rental Center
01.2006 - 08.2009
- Provided exceptional customer service, addressing inquiries promptly and professionally.
- Reduced scheduling conflicts and ensured timely execution of tasks through proactive rescheduling and resource allocation adjustments.
- Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
Customer Service/Pharmacy Tech
Okeechobee discount drug store
02.2005 - 01.2006
- Make product recommendations or services to customers based on their needs and preferences. Assist customers in placing orders, fulfilling refunds and handling exchanges.
- Answered incoming phone calls and addressed questions from customers and healthcare providers.
- Stocked, labeled, and inventoried medication to keep accurate records.
- Solved customer problems in-person or over telephone by providing assistance with placing orders, navigating systems, and locating items.
- Assisted in maintaining a clean and organized work environment, ensuring compliance with safety regulations.
- Increased overall pharmacy productivity by restocking supplies, organizing shelves, and maintaining cleanliness according to standards.
Education
2023 in 2-20 License - Property of Insurance
Department of Insurance
Tampa, FL01.2023
High School Diploma -
Okeechobee High School
2800 US HIGHWAY 441 N, Okeechobee, Fl3497205-2005
Skills
- Computer Operation
- Negotiation
- Customer Service
- Multilingual
- English
- Sales
- Data Entry
- Medical Billing
- Medical Office Experience
- Outside sales
- Communication skills
- Insurance sales
- Microsoft Excel
- Organizational skills
- Medical Terminology
- Time management
- Pharmacy Technician Experience
- Microsoft Office
- Bilingual
- Customer service
- Licensed insurance agent
- Professionalism and ethics
- Quotes and sales
Certification
- Property & Casualty License
- Personal Lines License
- CPR
Languages
English
Full Professional
Spanish
Full Professional
Timeline
Insurance Agent 2-20
Schlitt Services
12.2022 - Current
Customer Service Representative
State Farm
03.2021 - 12.2022
Non-Controlled Processor
Rx Reverse Distributors
11.2017 - 02.2022
Customer Service
Taylor Rental Center
01.2006 - 08.2009
Customer Service/Pharmacy Tech
Okeechobee discount drug store
02.2005 - 01.2006
2023 in 2-20 License - Property of Insurance
Department of Insurance
High School Diploma -
Okeechobee High School
Similar Profiles
Sebastian SilvaSebastian Silva
Industrial Painter at Schlitt BrothersIndustrial Painter at Schlitt Brothers
Diego ChicoDiego Chico
Staff Accountant at Offutt Barton SchlittStaff Accountant at Offutt Barton Schlitt
Courtney ClaytonCourtney Clayton
Escalation Supervisor at MTM-Healthcare Services-Public Transit ServicesEscalation Supervisor at MTM-Healthcare Services-Public Transit Services
Ariel HollingsworthAriel Hollingsworth
Insurance Agent 20 Hours Per Week at GEICOInsurance Agent 20 Hours Per Week at GEICO
Carlos StephensCarlos Stephens
2-15 Licensed Health and Life Insurance Agent at Independent Contractor2-15 Licensed Health and Life Insurance Agent at Independent Contractor