SELENA GARCIA
Racine
Summary
Skilled Appointment Setter with experience in scheduling, client communication, and customer service. Strengths include effective multi-tasking, ability to work under pressure, and exceptional organizational skills. Previous roles involved direct interaction with clients, ensuring all appointments were scheduled accurately and promptly while maintaining high levels of customer satisfaction. Focused on providing professional service and support to every office visitor. Diligent about scheduling appointments, managing packages and routing mail to recipients. Positive nature with excellent people skills. Coordinated scheduler driven to optimize procedures and improve productivity. Knowledgeable about calendar management and documentation. Bringing several years of experience in administration and customer service.
Overview
27
27
years of professional experience
1
1
Certification
Work History
Processing Specialist
Mejia Agency
01.2023 - Current
- Streamlined processing workflows, enhancing operational efficiency across multiple departments.
- Mentored junior staff in best practices for document management and data entry accuracy.
- Implemented new software tools to improve tracking of client submissions and internal approvals.
- Analyzed processing metrics to identify trends and recommend strategic improvements to leadership.
- Oversaw compliance with regulatory standards, ensuring all processes met industry requirements consistently.
- Solicited and marketed to business and community events and performed outbound calling.
- Responded to customer inquiries and requests related to insurance products and membership.
- Completed coverage by delivering policies, planning future follow-up conversations and evaluating needs.
- Worked to meet or exceed targets as defined in sales incentive plan and assigned by insurance manager.
Appointment Setter
Insurance
01.2009 - Current
- Qualified customers' interest levels by building trust through conversation and utilizing provided scripts.
- Responded to emails, telephone calls, and face-to-face inquiries from customers regarding appointment settings.
- Greeted customers, answered general questions and directed to appropriate locations.
Processing
Mortgage Companies
01.2002 - 01.2011
- Followed up with customers via telephone or email to obtain additional information when required.
- Performed data entry duties utilizing various software applications including Excel and Access.
- Coordinated with other departments to ensure that all necessary documents were completed accurately.
- Ensured compliance with company policies and procedures related to document processing activities.
- Processed claims for payment or forwarded to appropriate personnel for further investigation
- Precisely calculated refunds, premiums, and adjustments.
- Demonstrated excellent organizational skills while managing multiple tasks simultaneously.
Collections Agent
Van ru
01.2001 - 01.2002
- Located and notified customers of delinquent accounts by mail, telephone, or personal visits to solicit payment.
- Notified customers of delinquent accounts with attempt to collect outstanding amounts.
- Remained calm, stayed professional, and provided exceptional service on calls, even when interacting with difficult individuals.
- Updated account status and maintained accurate records of all collection activities.
- Encouraged customers to pay due amounts on credit accounts, claims or overdrawn checks.
- Arranged debt repayment or established schedules for repayment based on customer's financial situation.
Survey Interviewer
Millward Brown
01.2000 - 01.2001
- Performed quality control checks on completed surveys before submitting them for analysis.
- Interviewed potential participants to determine eligibility.
- Identified and resolved inconsistencies in interviewees' responses by means of appropriate questioning or explanation.
- Maintained a high level of confidentiality while handling sensitive information related to survey projects.
- Analyzed data collected and identified trends in survey responses.
Education
Some College (No Degree) - Finance
Kaplan University
Davenport, IASkills
- Financial analysis
- Microsoft Excel
- Data entry
- Customer service
- Regulatory compliance
- Problem solving
- Business administration
- Time management
- Research skills
- Data validation
Certification
Insurance
ahip
Education and Training
true,other
Timeline
Processing Specialist
Mejia Agency
01.2023 - Current
Appointment Setter
Insurance
01.2009 - Current
Processing
Mortgage Companies
01.2002 - 01.2011
Collections Agent
Van ru
01.2001 - 01.2002
Survey Interviewer
Millward Brown
01.2000 - 01.2001
Some College (No Degree) - Finance
Kaplan University