Rebecca Palacios
Pharr,TX
Summary
Dedicated professional focused on enhancing community engagement through team collaboration, delivering exceptional client experiences. Proven track record in customer service excellence, with strong problem-solving skills and a commitment to satisfaction. Seeking to leverage expertise in a dynamic role that prioritizes client needs and fosters community bonds. Personable Enrollment Specialist with talents in customer service. Easily adapts to changing assignments and multiple priorities. Excellent telephone and email skills.
Overview
9
9
years of professional experience
Work History
Enrollment Specialist
University of Texas Rio Grande Valley
Edinburg, TX
10.2019 - 04.2023
- Form Management: Distributed, collected, and reviewed forms for completeness and researched student inquiries
- Student Counseling: Counseled students on Enrollment Services processes, including payment processes and requirements
- Application Assistance: Assisted students in completing Enrollment Services applications, forms, and other transactions
- Regulatory Knowledge: Maintained knowledge of regulations, eligibility, and documentation requirements concerning financial aid, admissions, and registration
- Customer Service: Responded to customer inquiries regarding Enrollment Services forms, records, policies, and procedures
- Document Review: Reviewed and verified the accuracy and completeness of applications and other documents
- Communication: Effectively communicated with students, parents, and staff to ensure a cohesive educational experience
- Record Management: Maintained detailed records and managed multiple tasks efficiently
- Supportive Environment: Fostered a supportive and understanding environment
- Advocacy: Advocated for students' needs, ensuring access to necessary resources
- Team Collaboration: Collaborated with a team to develop and implement changes to increase productivity, enrollment, and create a better experience
Insurance Salesperson
Farmers Insurance
McAllen, TX
04.2015 - 08.2019
- Client Relationship Management: Established and maintained strong relationships with clients, educating them about insurance products and services
- Application Assistance: Assisted clients in applying for coverage, processing applications, and providing necessary documentation such as proof of income or assets
- Coverage Guidance: Provided guidance to clients regarding coverage options based on their specific needs and interests
- Bilingual Communication: Explained policy details to clients in both Spanish and English, including coverage limits, deductibles, and exclusions
- Needs Analysis: Analyzed client needs and proposed tailored solutions, such as life insurance policies for individuals with dependents
- Policy Management: Arranged for the issuance of new policies and the cancellation of old ones
- Rate Negotiation: Negotiated rates with insurance companies on behalf of clients
- Application Review: Reviewed applications for coverage to ensure completeness and accuracy
- Record Maintenance: Maintained records of all transactions related to policies, including premium payments and claims settlements
- Invoicing: Assisted with creating and managing invoices, ensuring accuracy and timely delivery
- Payroll Management: Calculated commissions for payroll, ensuring employees were compensated correctly and on time
- Training: Trained new hires, providing them with the necessary knowledge and skills to perform their duties effectively
- Office Management: Responsible for opening and/or closing the office, ensuring all procedures were followed and the office was secure
Insurance Salesperson
Pronto Insurance
San Juan, TX
09.2014 - 04.2015
- Client Relationship Management: Establish and maintain strong relationships with clients, educating them about insurance products and services
- Sales and Marketing: Promote and sell insurance products to potential clients, meeting, or exceeding sales targets
- Application Assistance: Assist clients in completing insurance applications, forms, and other transactions
- Policy Management: Arrange for the issuance of new policies and the cancellation of old ones
- Customer Service: Respond to customer inquiries regarding insurance policies, claims, and procedures
- Documentation: Maintain accurate records of all transactions related to policies, including premium payments and claims settlements
- Regulatory Compliance: Ensure compliance with all insurance regulations and company policies
- Team Collaboration: Work with a team to develop and implement strategies to increase productivity and customer satisfaction
Education
Master's Degree - Administration Justice and Security
University of Phoenix
AZBachelor's Degree - Organizational Leadership
South Texas College
McAllen, TXSkills
- Experienced in helping present students on all Enrollment Services regarding program requirements, admissions, and enrollment while utilizing the greatest customer service techniques Not only do I have experience building relationships with clients, but I also have experience building a book of business, and negotiation
References
- Alicia Nieto, Graduate Enrollment Generalist, University of Texas Rio Grande Valley, alicia.nieto@utrgv.edu, 956-800-0150
- Paola Sauceda, Program Coordinator, University of Texas Rio Grande Valley, paola.sauceda@utrgv.edu, 831-241-7177
- Gladys Vester, HR Manager, Kumori, gvester33@gmail.com, 210-685-8036
Occupationallicenses
- Property and Casualty, Texas Dept of Insurance, 05/01/15
- Life, Acc., Health & HMO, Texas Dept of Insurance, 05/01/15
Timeline
Enrollment Specialist
University of Texas Rio Grande Valley
10.2019 - 04.2023
Insurance Salesperson
Farmers Insurance
04.2015 - 08.2019
Insurance Salesperson
Pronto Insurance
09.2014 - 04.2015
Master's Degree - Administration Justice and Security
University of Phoenix
Bachelor's Degree - Organizational Leadership
South Texas College
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