TERESA VILLANUEVA
CLAREMORE,OK
Summary
Experienced insurance professional with over 22 years in property and casualty, skilled in customer service, sales, and multi-tasking. Proven ability to mentor employees and build rapport with clients while managing complex accounts and issuing new insurance products. Ready to leverage extensive knowledge and proficiency to excel as an Insurance Agent.
Overview
24
24
years of professional experience
1
1
Certification
Work History
Member Relationship SPECIALIST 1- Remote
USAA
07.2016 - Current
- Served fellow Insurance Professionals (agents, managerial staff, etc.) on the Senior Helpline
- This included P&C fluency/proficiency in all fifty (50) states, U.S. Territories
- Assist our members with their insurance needs, servicing and issuing new products and services (Auto, Renters, VPP, Homeowners and Umbrella)
- Constantly 110% of close rate goal
- Issues 80-100 products a month
- POC for PULSE and past due worklist and recognition
- Mentor employees with best practices on closing the business
- Good at building rapport with members
Banking and INSURANCE SENIOR specialists
USAA
10.2006 - 07.2016
- Ask relevant questions with the member to deepen and fulfill the mission
- Currently specializing in Separation/Divorce since August 2010
- Previously also specialized in Member Retention from August 2010 to March 2012
- Over 16 years of property and casualty experience
- Comfortable having difficult conversations with upset members regarding Member Retention and Separation/Divorce decisions and outcomes
- Frontline Underwriter for new and existing policies
- Provide excellent customer service and sales experience through issuing and adjusting Auto, Homeowners, Fire, Renters, and VPP policies
- Handle billing and complex billing accounts
MEMBER service specialist/Associate service rep
USAA
04.2003 - 10.2006
- Issue Property and Casualty policies
- Identify life events and educate members on appropriate solutions
- Direct referral authority to Underwriting
- Pride representative from July 2006-July 2007
- Educate members on gaps in insurance and contractual limitations
- Member of the GIC Reverse Flow Team- Responsible for calling GIC members and quoting auto renewal tier changes
- Self Service SME
Deposit sales and service iii/hotline
USAA FSB
07.2001 - 04.2003
- Answer members questions regarding deposit accounts, CD's, bank IRA's and Prepaid Teen Cards.
- Assisted representatives with deposit helpline questions
- Assisted representatives with additional training on Mobius, Card Management System and MSD
- Assisted coaching and developing new employees
- Assisted with monitoring daily hold reports.
Education
INS 21, 22 - undefined
INURANCE INSTITUTE OF AMERICA
Skills
- MS Office
- Word
- PowerPoint
- Outlook
- Computer Proficient
- Customer Service
- Sales
- Multi-tasking
- Data entry
- Team player
- Cross-selling proficiency
- Trained in Auto, Homeowners, VPP, Renters and Umbrella
Certification
Property and Casualty License -22 Years
Timeline
Member Relationship SPECIALIST 1- Remote
USAA
07.2016 - Current
Banking and INSURANCE SENIOR specialists
USAA
10.2006 - 07.2016
MEMBER service specialist/Associate service rep
USAA
04.2003 - 10.2006
Deposit sales and service iii/hotline
USAA FSB
07.2001 - 04.2003
INS 21, 22 - undefined
INURANCE INSTITUTE OF AMERICA