Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Samantha Yepez

Haines City,FL

Summary

Dynamic customer service professional with extensive experience in insurance industries, excelling in conflict resolution and relationship building. Proven track record of enhancing customer satisfaction through active listening and effective problem-solving. Skilled in CRM software and adept at managing high-stress situations, resulting in increased loyalty and repeat business.

Overview

2026
2026
years of professional experience
1
1
Certification

Work History

Customer Service Representative

Agero
  • Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
  • Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
  • Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
  • Responded to customer requests for products, services, and company information.
  • Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
  • Developed strong product knowledge to provide informed recommendations based on individual customer needs.
  • Developed rapport with customers through active listening skills, leading to higher retention rates and positive feedback from clients.
  • Maintained detailed records of customer interactions, ensuring proper follow-up and resolution of issues.

Facilitated premium-bearing endorsement assistance for customers.

Executed efficient payment collection from clients.

Insurance Agent

PEAK6
Haines City, FL
03.2024 - 04.2025
  • Built strong relationships with clients through consistent communication and excellent customer service.
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
  • Maintained high standards of customer service by building relationships with clients.
  • Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
  • Cross-sold insurance products to existing clients to reach sales targets.
  • Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
  • Built relationships with clients using active listening and issue resolution to provide excellent service.
  • Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
  • Provided prompt responses to inquiries from both prospective and existing clients, demonstrating a commitment to exceptional service.
  • Worked closely with other team members to optimize sales strategies and achieve regional goals.
  • Developed comprehensive knowledge of various insurance products, enabling effective recommendations for clients'' unique situations.
  • Conducted thorough policy reviews with existing clients, identifying gaps in coverage and offering additional protection options when necessary.
  • Established a solid reputation within the community as a knowledgeable and reliable resource for all things insurancerelated.
  • Utilized CRM software to manage client relationships.
  • Facilitated smooth transitions between carriers when needed, minimizing disruptions to client coverage and maintaining positive relationships with all parties involved.
  • Monitored changes in insurance industry to stay compliant with relevant laws and regulations.

Insurance Agent

USAA
Haines City, FL
01.2023 - 05.2024

Assisted agents in managing clients' insurance policies.

Maintained direct and timely policy management.

Facilitated payment processing and endorsement adjustments for clients’ insurance needs.

Skilled in managing interactions with a diverse range of carriers.

Demonstrated history in commercial and personal lines sectors.

Insurance Agent

GEICO
01.2021 - 05.2024

Managed transactions for policy payments.

Supported clients in premium-bearing endorsements and policy modifications.

Helped customers reduce their insurance costs.

Managed high-stress situations on customer calls.

Sales Associate

CVS Pharmacy
Haines City, FL
05.2020 - 08.2020
  • Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
  • Handled cash transactions efficiently while adhering to company cash handling policies, ensuring accuracy in all financial exchanges.
  • Built relationships with customers to encourage repeat business.
  • Managed returns, exchanges and refunds in accordance with store policy.

Nail Technician

Crystals Day Spa
Haines City, FL
02.2020 - 08.2020
  • Established strong client relationships through exceptional customer service and communication skills.
  • Developed and maintained strong relationships with customers to increase loyalty, trust and satisfaction.
  • Sterilized and sanitized beauty tools and equipment to maintain hygiene and safety protocols.
  • Ensured a clean and sanitary workspace, adhering to industry hygiene standards and practices.

Administrative Assistant

Hogar Resa
Avon Park, FL
05.2016 - 10.2019
  • Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
  • Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
  • Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
  • Ensured accurate record-keeping with diligent data entry and database management for vital company information.

Customer Service Representative

Unitel Marketing
04.2019 - 09.2019
  • Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
  • Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
  • Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
  • Responded to customer requests for products, services, and company information.
  • Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.

Line Cook

Chillis
Haines City, FL
02.2019 - 04.2019
  • Prepared multiple orders simultaneously during peak periods with high accuracy rate, maximizing customer satisfaction, and repeat business.
  • Collaborated with team members to maintain a clean and safe working environment, adhering to health and safety guidelines.
  • Set up and prepared cooking supplies and workstations during opening and closing to maximize productivity.
  • Adapted quickly to new recipes and techniques, demonstrating versatility and eagerness to learn from colleagues.

Education

Bayshore Highschool
Bay Shore, NY

Skills

  • Customer service
  • Active listening
  • Critical thinking
  • Data entry
  • Problem resolution
  • Customer relations
  • Relationship building
  • Call center experience
  • Computer proficiency
  • Conflict resolution
  • Complaint handling
  • Payment processing
  • Customer satisfaction measurement
  • Professional telephone demeanor
  • Call center operations
  • Microsoft outlook
  • Follow-up skills
  • Call management
  • Product knowledge
  • Paperwork processing
  • Documentation
  • Administrative support
  • Prioritization
  • De-escalation techniques
  • Building rapport
  • Live chat support
  • Dispute resolution
  • Multi-line phone talent
  • Sales expertise
  • Assertiveness
  • Reading comprehension
  • CRM software
  • CRM software proficiency

Certification

Personal lines 2044 and life insurance license

Timeline

Insurance Agent

PEAK6
03.2024 - 04.2025

Insurance Agent

USAA
01.2023 - 05.2024

Insurance Agent

GEICO
01.2021 - 05.2024

Sales Associate

CVS Pharmacy
05.2020 - 08.2020

Nail Technician

Crystals Day Spa
02.2020 - 08.2020

Customer Service Representative

Unitel Marketing
04.2019 - 09.2019

Line Cook

Chillis
02.2019 - 04.2019

Administrative Assistant

Hogar Resa
05.2016 - 10.2019

Customer Service Representative

Agero

Bayshore Highschool
Samantha Yepez