Summary
Overview
Work History
Education
Skills
Contact
Timeline
Generic

Rosario Nolasco

Dallas,TX

Summary

A seasoned professional with a proven track record at Freeway Insurance, I excel in client account management and customer service excellence. Leveraging skills in policy renewals and client assessment, I've significantly enhanced customer satisfaction and retention. My expertise in insurance sales strategy and commitment to client needs drive superior results.

Overview

23
23
years of professional experience

Work History

Insurance Agent

Freeway Insurance
Dallas, TX
01.2024 - Current
  • Analyzed claims data to determine potential areas of improvement for policyholders' protection.
  • Assessed customer risk levels and recommended appropriate coverage options.
  • Maintained accurate records of all insurance transactions using computer software systems.
  • Responded quickly and accurately to inquiries from clients regarding their coverage plans.
  • Resolved customer complaints in a timely manner to maintain high satisfaction levels.
  • Conducted research to identify competitive rates and benefits offered by other providers.
  • Processed payments received from clients promptly according to established procedures.
  • Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
  • Educated customers on the importance of maintaining adequate insurance coverage.
  • Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.

Tax Associate

Vida Rica
Dallas, TX
01.2020 - 11.2023
  • I fill out the information of the clients, answer their questions and concerns,
    answer the calls and also receive payments in cash and credit card.
    Answered customer calls in both Ingles and Spanish to resolve customer inquiries and concerns
    Efficiently entered customer payments by reviewing receipts and advised payments of payments
    Performed data entry by updating, reconciling , and managing customer account into Quickbooks and
    Excel Spreadsheet .

Teller

DOLEX DOLLAR EXPRESS
Dallas, TX
01.2017 - 12.2019
  • Sales and costumer service
    Verified customer valid form of ID to professionally and courteously complete loan application
    Resolved customer service and billing complaints by refunding money or adjusting bills
    Ensured timely delivery of money transfer by determining names , addresses, and amounts.

Caregiver/Personal Assistant

Trinity Health Care Services
Richardson, TX
12.2014 - 12.2016
  • I worked there taking care of several elderly people, bathed them, fed them, and others accompanied them to eat, fixed them and sang them, gave them their medicines, accompanied them to their personal and doctor appointments
  • I bought their things and was with them at all times until the end of my shift
  • It was always a privilege and a pleasure to work with them.

Owner/Manager

AC Bridal and Quinceañera
Dallas, TX
11.2001 - 12.2014
  • Greeted walk in customer and determinated customer’s interest color , sizes to process orders correctly in a timely fashion
  • Measured customer’s size and tailored to customers specifications in both Spanish and English
  • Trained employees on work duties and responsibilities to ensure high quality dresses
  • Checked, ordered, and verified inventory by evaluating materials needed for orders.

Education

Associate - Computer

Instituto tecnológico del Norte
Trujillo, Peru
11.1992

High -

Trujillo
11.1989

Skills

  • Customer Service
  • Cash Register Operation
  • Cash Handling
  • Payment Processing
  • Customer Assistance
  • ID Verification
  • Payment Collection
  • Customer Relations
  • Sales expertise
  • Customer service excellence
  • Written and verbal communication
  • Cash Management
  • Money Handling
  • Issue Resolution
  • Credit and cash transactions
  • Scanner operations
  • Guest inquiries
  • Retail Merchandising
  • Customer service
  • Quotes and sales
  • Prospective client identification
  • Client assessment
  • Customer follow-up
  • Property insurance
  • Policy adjustment
  • Marketing strategies
  • Insurance sales strategy
  • Auto insurance
  • Policy renewals
  • Business planning
  • Client account management

Contact

Dallas, TX 75224

Timeline

Insurance Agent

Freeway Insurance
01.2024 - Current

Tax Associate

Vida Rica
01.2020 - 11.2023

Teller

DOLEX DOLLAR EXPRESS
01.2017 - 12.2019

Caregiver/Personal Assistant

Trinity Health Care Services
12.2014 - 12.2016

Owner/Manager

AC Bridal and Quinceañera
11.2001 - 12.2014

Associate - Computer

Instituto tecnológico del Norte

High -

Similar Profiles

CREATE PROFILE
Rosario Nolasco