Paula Palacios
San Antonio,TX
Summary
A Dedicated insurance professional with a strong focus on client retention and personalized solutions. Proven ability in closely listening to customers needs and creating the perfect insurance policy for them every time. Very strong, effective communication skills.
Overview
19
19
years of professional experience
Work History
Independent Licensed Cosmetologist
Hair By Paula
10.2019 - 01.2026
- Delivered exceptional hair cutting, coloring, and styling services to diverse clientele.
- Advised clients on hair care products and maintenance for optimal results.
- Developed personalized treatment plans, enhancing customer satisfaction and loyalty.
- Maintained a clean, organized workspace, adhering to health and safety standards.
- Booked appointments, and followed up on potential clients to ensure that I had their best interest in mind!
Remote Receptionist
ABYX Business Systems
09.2010 - 02.2018
- Answering incoming business calls from customers/ potential customers, quickly and efficiently.
- Coordinated communication between departments, enhancing workflow and information sharing.
- Maintained work orders with technicians, following up with customers to ensure expectations were met and problems were resolved.
- Created and sent out invoices from completed work orders from technicians.
- Organized meetings through Zoom and Google Meet with multiple employees/ organizations.
Insurance Agent
Apple Auto Insurance
03.2007 - 09.2010
- Developed customized insurance solutions to meet client needs and ensure satisfaction.
- Educated clients on policy options, coverage details, and claims processes.
- Processed policy applications and renewals with a focus on accuracy and compliance.
- Conducted thorough risk assessments to determine appropriate coverage levels for clients.
- Answering phones and treating each call as a potential sale.
- Processing insurance premium payments and uploading directly to the appropriate company immediately.
Education
Licensed General Lines P&C Agent - General Lines Property And Casualty Agent in Texas
Excel Insurance
San Antonio, Tx06-2026
High School Diploma -
Southside High School
San Antonio, Tx06-2007
Cosmetology License - Cosmetology/ Beauty Consultant
Vogue Beauty
San Antonio, Tx08-2019
Skills
- Licensed General Lines Texas Insurance Agent
- Customer Service Specialist
- Insurance sales experience
- Appointment management
- Expert knowledge in Auto and Home Insurance sells
- Customer retention, building life long customer/ professional relationships is very important to me
- Account management
- Cold calling, very important to me to follow up with inquiries
- Marketing, especially social media marketing, and keeping a professional social media platform
- Client retention
- Client account management
- Listening to clients needs and giving them the best quote and policy, tailered exactly to each individuals needs
Timeline
Independent Licensed Cosmetologist
Hair By Paula
10.2019 - 01.2026
Remote Receptionist
ABYX Business Systems
09.2010 - 02.2018
Insurance Agent
Apple Auto Insurance
03.2007 - 09.2010
Licensed General Lines P&C Agent - General Lines Property And Casualty Agent in Texas
Excel Insurance
High School Diploma -
Southside High School
Cosmetology License - Cosmetology/ Beauty Consultant
Vogue Beauty