Thalia Hernandez
Tracy,CA
Summary
Motivated and customer-focused insurance professional with hands-on experience in personal lines, auto insurance, sales, and client service. Skilled in identifying customer needs, providing tailored insurance solutions, and building strong relationships to ensure client satisfaction, and policy retention. Proven ability to manage high call volumes, resolve issues efficiently, and work effectively both independently and in team environments. Seeking to leverage my insurance knowledge and customer service skills in a remote or in-office position within a dynamic, client-centered organization.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Insurance & Member Services Specialist
Freeway Insurance
Tracy, CA
11.2024 - 05.2025
- Advised clients on auto insurance coverage and bundle options, tailoring solutions to individual needs, and ensuring policy compliance.
- Delivered high-quality customer service through policy quotes, renewals, endorsements, and claims guidance.
- Processed policy updates and maintained compliance with industry regulations and company procedures.
- Met and exceeded monthly sales goals through proactive lead follow-up, outbound calls, and cross-selling additional services.
- Maintained organized, up-to-date client records in agency systems, and safeguarded confidential information.
Data Entry Specialist
New Life Trucking
Las Vegas, NV
05.2019 - 09.2024
- Managed high-volume data entry, supporting financial and operational teams with accurate and timely updates.
- Created and maintained Excel spreadsheets for tracking vendor payments, accounts payable, and customer accounts.
- Ensured data accuracy by cross-referencing entries with source documents, and maintaining an organized filing system.
- Regularly updated customer profiles, and upheld data security and confidentiality standards.
- Streamlined reporting by organizing large data sets for internal use.
Administrative Assistant
Stanislaus Credit Control Services
Modesto, CA
11.2017 - 03.2019
- Provided administrative support by answering phones, managing emails, and coordinating schedules for managers and staff.
- Scheduled and organized appointments, meetings, and events, ensuring efficient calendar management.
- Maintained accurate digital and physical filing systems for easy document retrieval and compliance.
- Assisted in preparing documentation for monthly reviews and annual audits, ensuring completeness and accuracy.
- Delivered top-notch customer service to clients and staff, handling inquiries with professionalism and confidentiality.
- Utilized Microsoft Utilized Microsoft Office (Word, Excel, Outlook) and office systems to streamline daily operations.Office (Word, Excel, Outlook) and office systems to streamline daily operations.
Customer Service Representative
Tesla
Fremont, CA
10.2016 - 08.2017
- Delivered multi-channel support via phone, email, and live chat, resolving customer inquiries and technical issues.
- Guided customers through troubleshooting and account management, using digital tools and CRM systems.
- Maintained accurate records and provided product education to enhance customer satisfaction, and reduce repeat inquiries.
- Collaborated with internal teams to resolve complex issues, and improve overall service efficiency.
Education
High School Diploma -
Olympic High School
Skills
- Microsoft Office Suite: Word, Excel, PowerPoint, Outlook
- Typing Speed: 50 WPM
- Web Browsers: Internet Explorer, Chrome, Firefox
- Customer Service: Exceptional communication and problem-solving skills
- Administrative Support: Strong organizational and multitasking abilities
- Attention to Detail: Accuracy in data entry and document management
- Leadership: Proven ability to lead teams and foster collaboration
Certification
- Personal Lines Insurance License
Timeline
Insurance & Member Services Specialist
Freeway Insurance
11.2024 - 05.2025
Data Entry Specialist
New Life Trucking
05.2019 - 09.2024
Administrative Assistant
Stanislaus Credit Control Services
11.2017 - 03.2019
Customer Service Representative
Tesla
10.2016 - 08.2017
High School Diploma -
Olympic High School
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