Raquel Alvarado
Edcouch,TX
Summary
Experienced customer service specialist with two decades in the insurance sector. Expertise in fostering effective environments that prioritize client support and problem-solving. Committed to building lasting relationships that contribute to client retention and business expansion. Authorized to work in the US for any employer.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Remote Customer Service Representative
Brandes Agency
Remote
02.2022 - Current
- Maintained accurate records by entering daily data into agency database. Efficiently processed customer change requests to ensure timely service delivery. Responded to multiple calls each day, addressing client questions and concerns. Regularly updated Excel spreadsheets to ensure accuracy of agency data. Accurately updated customer information during phone calls and file audits. Processed client payments and requested changes swiftly and correctly. Managed email communications to support operational efficiency.
Administrative Assistant Manager
The Gonzalez Agency
Elsa, TX
08.2018 - 07.2022
- Efficiently processed personal lines and small business insurance quotes. Managed endorsements, payments, cancellations, and generated necessary insurance documents. Utilized QuickBooks for invoice management to enhance financial oversight. Responded to multi-line phone inquiries from insureds and mortgage companies promptly. Daily updated customer records in Ezlynx to ensure information integrity. Employed Microsoft and Google Docs for effective documentation management.
Office Assistant Customer Service Representative
Valley Insurance Services
Edinburg, TX
09.2004 - 12.2017
- Coordinated daily office operations for optimal workflow. Worked alongside owner to generate monthly checks accurately. Regularly updated the database to reflect current information. Supported clients with their payments and account requests. Processed insurance quotes for auto and home policies, issuing them as needed. Managed policy endorsements and cancellations diligently. Took incoming calls on multi-line systems and handled email communications. Produced vital documents like accord forms, insurance identification cards, and binders.
Education
Bachelor's degree - Business Administration
Southern New Hampshire University
08.2022
Skills
- Phone system operations
- Front desk coordination
- Accounts payable processes
- Office oversight
- Expertise in Microsoft Outlook
- Administrative skill set
- PowerPoint presentation delivery
- Order entry tasks
- 10-key data entry proficiency
- Clerical functions
- Typing capabilities
- Insurance verification methods
- Accounting principles
- Insurance sales techniques
- Proficient in Microsoft Word
- Accurate data entry practices
- Windows software knowledge
- Account management expertise
- Proficient in Microsoft Office applications
- Analytical thinking skills
- Strong communication skills
- Bilingual (Spanish) fluency
- Customer service orientation
- Computer literacy proficiency
- Documentation review processes
- Salesforce application usage
- Document management solutions
- DocuSign experience
- Social media strategy development
- Filing organization techniques
- Google Docs familiarity
- QuickBooks application knowledge
- Data entry
Certification
- Property & Casualty License
- March 2007 to July 2022
- License # 1434546
Languages
English - Fluent
Spanish - Fluent
Assessments
- Customer focus & orientation — Proficient
- July 2022
- Responding to customer situations with sensitivity
- Full results: Proficient
- Work motivation — Proficient
- Level of motivation and discipline applied toward work
- Work style: Reliability — Proficient
- Tendency to be reliable, dependable, and act with integrity at work
- Basic computer skills — Proficient
- Performing basic computer operations and troubleshooting common problems
- Customer service — Proficient
- Identifying and resolving common customer issues
- Attention to detail — Proficient
- Identifying differences in materials, following instructions, and detecting details among distracting information
- Sales skills — Proficient
- Influencing and negotiating with customers
- Data entry: Attention to detail — Proficient
- Maintaining data integrity by detecting errors
- Working with MS Word documents — Proficient
- Knowledge of various Microsoft Word features, functions, and techniques
- Typing — Proficient
- Transcribing text
- Indeed Assessments provides skills tests that are not indicative of a license or certification, or continued development in any professional field.
Timeline
Remote Customer Service Representative
Brandes Agency
02.2022 - Current
Administrative Assistant Manager
The Gonzalez Agency
08.2018 - 07.2022
Office Assistant Customer Service Representative
Valley Insurance Services
09.2004 - 12.2017
Bachelor's degree - Business Administration
Southern New Hampshire University