Susana Galvez
New York,NY
Summary
Proven track record at State Farm in enhancing policy application efficiency and customer retention through expert office administration and active listening. Skilled in document management and conflict resolution, achieving high approval rates and minimizing overdue accounts. Successful at excelling in fast-paced, competitive banking environments. Good sales and customer service abilities paired with in-depth knowledge of bank products and services. Proficient in updating accounts, processing transactions and coordinating records.
Overview
9
9
years of professional experience
Work History
Insurance Agent Assistant
State Farm
12.2023 - Current
- Streamlined policy application processes for faster turnaround times and higher approval rates.
- Managed office administrative tasks such as filing, data entry, and correspondence management to maintain an organized workspace.
- Supervised policy renewal process, proactively reaching out to clients well in advance of expiration dates.
- Provided exceptional customer service by promptly responding to inquiries, resulting in high retention rates.
- Monitored billing activities closely, ensuring prompt payment collection from customers while minimizing overdue accounts receivable balances.
Universal Banker
M&T Bank
02.2021 - 12.2023
- Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
- Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
- Supported branch operations, ensuring compliance with all federal and state regulations as well as bank policies.
- Identified customer financial needs through in-person efforts, cold calls, referrals, and marketing while providing strong product knowledge and quality service.
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
- Facilitated smooth transactions by adeptly handling cash deposits, withdrawals, check processing, and loan payments.
- Maintained accuracy in daily transaction reporting, reconciling discrepancies promptly to ensure seamless accounting operations within the branch.
- Ensured a consistent and positive customer experience by upholding high standards of professionalism, courtesy, and responsiveness in all interactions.
Store Manager
Sally Beauty
02.2015 - 02.2021
- Managed daily operations to ensure smooth functioning of the store, maintaining a clean, safe environment for customers and employees.
- Managed inventory control, cash control, and store opening and closing procedures.
- Addressed customer complaints promptly and professionally, resolving issues to maintain positive relationships with clientele.
- Managed store employees successfully in fast-paced environment through proactive communication and positive feedback.
- Assisted with hiring, training and mentoring new staff members.
- Maintained proper product levels and inventory controls for merchandise and organized backroom to facilitate effective ordering and stock rotation.
Education
High School Diploma -
Mahopac High School
Mahopac, NY06.2012
Skills
- Insurance product knowledge
- Office Administration
- Document Managementhithisis
- Active Listening
- Conflict Resolution
- Customer Education
Timeline
Insurance Agent Assistant
State Farm
12.2023 - Current
Universal Banker
M&T Bank
02.2021 - 12.2023
Store Manager
Sally Beauty
02.2015 - 02.2021
High School Diploma -
Mahopac High School