Collaborative leader with dedication to partnering with coworkers to promote engaged, empowering work culture. Documented strengths in building and maintaining relationships with a diverse range of stakeholders in dynamic, fast-paced settings.
Overview
9
9
years of professional experience
Work History
Insurance Agent
GEICO
San Antonio, TX
03.2024 - Current
Insurance Agent (Property and Casualty)
State Farm
08.2023 - Current
Use a customer focused , needs based review process to educate customers about insurance options
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services
Provide prompt, accurate and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility , coverages, policy changes, transfers, claim submissions, and billing clarification.
Insurance Agent (Property and Casualty)
Liberty Mutual
08.2022 - 06.2023
Coordinates request activities with various departments to ensure efficient and quality service including but not limited to Underwriting, Billing, Premium Audit, Claims
Routes requests and submissions using appropriate systems for assignment and resolution
Accurate and timely documentation of required transactions and customer interactions
Proactively addressed customer concerns in order to prevent escalations and complaints
Resolved customer service issues using company processes and policies and provided updates to customers
Assisted customers with product selection, troubleshooting and problem resolution
Developed and maintained strong relationships with customers to foster repeat business
Collaborated with staff members to enhance customer service experience and exceed team goals through effective client satisfaction rates
Advanced Collection Specialist
JP MORGAN CHASE
03.2022 - 07.2022
Responsible for preserving the Credit Union's assets with the management and recovery efforts on pre and post charge-off loan and share accounts
Investigate historical data for each debt or bill , as well as take action to encourage timely debt payments
Resolve billing and customer credit issues, while monitoring accounts to identify outstanding debts.
Cultivated interpersonal skills by building positive relationships with others
Adaptable and proficient in learning new concepts quickly and efficiently
Account resolution specialist
Wells Fargo
06.2020 - 03.2022
Responsible for effectively managing accounts receivable through proper evaluation of debtor risk and timely resolution of purchase accounts
Negotiating assistance options in order to prevent foreclosure or further delinquency and to bring account current
Prepares, maintains, and audits data,bills and invoices
Assists with miscellaneous projects and/or monthly and yearly closing task
Researches and resolves billing and adjustment errors as required stake
Worked in call center environment handling manual and automatically dialed outbound calls
Collections Specialist
SWBC
02.2019 - 06.2019
Effectively negotiated and maintained excellent customer relations skills with borrowers and diligently solved problems in effort to resolve account delinquency and prevent losses
Identified billing discrepancies and consulted account resolution, accurately inputting and documenting all actions within the collection System while achieving all personal goals and quotas.
Negotiated repayment plans by identifying causes of delinquent payments to assist in recovery of debt and meet realistic timeframes
Prevented impending loss and increased profitability by enforcing scheduled collection campaigns, consistently achieving targeted recovery rate
Property and Casualty Insurance Agent
USAA
05.2018 - 10.2018
Advised and counseled members with precise communication skills regarding homeowners, auto, and renters insurance as well as aided members with premiums, effective dates, terminations, and additional policy riders
Obtaining P&C license (Property and casualty) in all 50 states as well as implementing checks and credit card payments from members, as well as accurately and reconciled daily remittance by uploading and navigating electronically through database.
Sold auto, home, life, and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques
Provided comprehensive product knowledge and guidance to help clients on product selection
Analyzed risk factors to recommend appropriate coverage levels
Collections Specialist
Alliance data Systems, Comenity bank
08.2017 - 03.2018
Engaged in many different collection techniques such as skip tracing, and phone contact to insure that customers received the best practice to bring past due accounts current while achieving and fulfilling personal goals and quotas
Analyzed customer issues such as invoices, deductions, late payments, and incomplete electronic data to identify trends to make recommendations and to resolve issues or exceptions.
Education
Associate - Business
The University of Texas At San Antonio
San Antonio, TX
08-2020
Skills
SUMMARY OF SKILLS/QUALIFICATIONS
Windows 10, 8, 7, XP, Vista, Apple Macintosh, MS Office 365 to include proficiency with MS Excel, Word, PowerPoint, Outlook, Internet Browsers (Explorer, Firefox, Google Chrome, Safari, Microsoft Edge)
Proficient in Data Entry, Printers, Faxes, Shredders, and other related technical equipment