Raquel Dolores Montez
Modesto,CA
Summary
Motivated individual with experience in customer service and sales. Skilled in building customer relationships and understanding customer needs. Strong communication and interpersonal skills for providing superior customer service.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Account Manager
Allstate Insurance Company
Modesto, CA
03.2013 - Current
- Managed billing processes to ensure timely and accurate invoicing.
- Advisor pro and Eagent
- Achieved significant sales increases through targeted customer outreach and relationship building. Drove team performance by implementing best practices in sales techniques. Cultivated a positive shopping experience that resulted in repeat business.
- Organized and managed appointment scheduling to optimize workflow.
- Oversaw meticulous record maintenance to ensure data accuracy and compliance.
- Liaised with clients via email or phone to identify and address needs, growing existing accounts through cross-selling.
- Cultivated strong client relationships to drive customer satisfaction and retention.
- Demonstrated flexibility in adapting to changing priorities while maintaining a high level of productivity under pressure.
Insurance Receptionist/Sales
Allstate Insurance Company
Modesto, CA
11.2011 - 09.2012
- Greeted and assisted clients, ensuring a welcoming environment and addressing inquiries efficiently.
- Managed appointment scheduling and coordinated meetings between clients and insurance agents.
- Processed policy documentation, verifying accuracy to maintain compliance with company standards.
- Handled incoming calls, directing inquiries to appropriate departments while maintaining professionalism.
- Maintained a high level of confidentiality when handling sensitive client information.
- Kept reception area clean and neat to give visitors positive first impression.
- Managed multiple tasks and met time-sensitive deadlines.
- Assisted internal staff with clerical and administrative needs to maximize efficiency and team productivity.
Education
High School Diploma -
BEYER HIGH SCHOOL
Modesto, CA05-2003
Skills
- Account management
- Customer service
- Client relations
- Customer satisfaction
- Relationship building
- Goal oriented
- Sales development
- Issue resolution
Certification
- Property and Casualty
- Life
- Accident and Health or Sickness
Timeline
Account Manager
Allstate Insurance Company
03.2013 - Current
Insurance Receptionist/Sales
Allstate Insurance Company
11.2011 - 09.2012
High School Diploma -
BEYER HIGH SCHOOL