Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Serena Garcia

Bastrop

Summary

Diligent InsuranceAgent with strong background in client relations and contract negotiations. Successfully managed high-stakes deals and fostered long-term client relationships. Proven ability to handle complex situations with professionalism and tact.

Results-driven professional with significant expertise in client management and contract negotiation. Possesses track record of securing favorable agreements and streamlining processes. Known for fostering team collaboration and maintaining flexibility to meet evolving demands.

Accomplished Agent with proven track record of exceeding aggressive sales objectives. Known for strong interpersonal skills and to develop loyal customer relationships.

Skilled Agent experienced in identifying the needs of the client and working to find a solution promptly and professionally.

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Limited Lines Agent

Remco/Pronto
01.2021 - 05.2025
  • Informed clients of policies and procedures.
  • Maintained accurate records of client communications, transactions, policies, and other relevant documentation for seamless operations within the agency.
  • De-escalated and resolved customer complaints with punctual, polite and professional service.
  • Delivered exceptional customer service by proactively addressing concerns and fostering a positive experience throughout all interactions.
  • Piloted customer loyalty program, resulting in increased repeat business.
  • Increased customer satisfaction with personalized follow-up strategies.
  • Prepared and presented contracts and other legal documents to clients.
  • Developed new business and managed new and existing clients.
  • Developed and implemented marketing strategies to maximize sales and attract new clients.

Home Health Aide

Girling Home Health
06.2017 - 08.2019
  • Helped patients maintain personal hygiene through bathing, grooming, and toileting assistance when necessary for dignity preservation.
  • Maintained a clean and safe home environment for patients, reducing falls and accidents.
  • Assisted clients with daily living activities, enhancing their independence and quality of life.
  • Performed light housekeeping duties including laundry linen changes sweeping vacuuming and mopping ensuring a clean and organized living space for patients.
  • Performed laundry, grocery shopping and other light housekeeping duties as instructed by client.
  • Assisted with meal planning and preparation according to dietary restrictions, meeting nutritional needs while adhering to personal preferences.
  • Completed entries in log books, journals, and care plans to accurately document and report patient progress.
  • Provided mobility assistance such as walking and regular exercising.
  • Traveled to clients' homes to complete healthcare services and promote continuity of care.
  • Assisted disabled clients to support independence and well-being.
  • Monitored client health by performing routine pulse, temperature and blood pressure checks.
  • Adapted to ever-changing patient needs, consistently adjusting care plans and strategies in order to provide the highest quality of personalized assistance.
  • Promptly responded to emergency situations such as falls or medical crises providing immediate care and contacting appropriate personnel when necessary.
  • Administered medications as prescribed, ensuring proper dosage and timely administration for optimal health outcomes.
  • Prevented pressure ulcers through frequent repositioning and regular skin assessments, maintaining patient comfort while reducing complications.
  • Collaborated with healthcare professionals to develop individualized care plans, addressing specific needs and goals of each patient.

Education

Diploma - Medical Assistant

Concorde Career College
San Antonio, TX
09-2012

High School Diploma -

Marque Learning Center
San Antonio, TX
08-2010

Skills

  • Problem-solving skills
  • Positive attitude
  • Customer service and care
  • Problem-solving
  • Relationship building
  • Goal-oriented mindset
  • Documenting information
  • Service support
  • Flexible schedule
  • Public speaking
  • Sales closing

Certification

  • Licensed Limited Lines Agent - 3.5 years

Languages

Spanish
Limited Working

Timeline

Limited Lines Agent

Remco/Pronto
01.2021 - 05.2025

Home Health Aide

Girling Home Health
06.2017 - 08.2019

Diploma - Medical Assistant

Concorde Career College

High School Diploma -

Marque Learning Center

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