Developed skills in fast-paced sales environment, focusing on customer relationship management and communication. Excels in understanding customer needs and delivering tailored solutions. Seeking to transition into new field, leveraging strong interpersonal and problem-solving abilities to achieve impactful results.
Overview
16
16
years of professional experience
Work History
Specialist- Sales and Services
Progressive Insurance
09.2023 - Current
Insurance agent, proficient and licensed in 30 states
Assisting customers inquiring about new and current policies
Providing information regarding state rules and regulations
Provide customers with coverage counseling and details of coverages
Maintaining customer with the company when they move to a new state by transferring insurance
Service Consultant
Progressive Insurance
08.2022 - 09.2023
Assist customers with insurance related questions
Processing customer request to add and remove vehicles
Updating customer’s address
Provide billing details including assisting customer with payments
Assisting current customers with reviewing policies to find potential savings
Business Specialist
First National Bank Texas
09.2018 - 08.2022
Scan account documents such as signature cards, and index them onto the system
Process debit card orders and ensure that the correct address is on file for the customer to ensure there are no discrepancies
Complete changes on account information, such as address changes, name changes, etc
Process returned mail on customer’s accounts
Complete all data entry to ensure there are no issues on customer’s accounts
Provide help to branch employees when they have questions regarding account or debit transactions
Processing CD/IRA’s
Processing account closings
Processing daily reports
Sending and receiving foreign items and cash advances
Processing compromised accounts
Customer Service Manager
Wal-Mart
02.2016 - 09.2018
Reviewing reports to establish baseline customer satisfaction levels
Contacting customers who have complained and work with them to resolve their issues
Promoting a positive work environment for employees and leading by example
Managing staffing levels for the customer service counter and other key areas
Ensuring associates are adequately trained and up to date on current procedures
Overseeing cashiers, filling, and switching cash registers, scheduling cashiers’ breaks, assigning associates to a cashier role when the store is too busy, etc
Various other front-end operations
Money Center Cashier/Customer Service
Wal-Mart
03.2009 - 02.2016
Greet customers entering the money center
Count money in cash drawers at the beginning of shifts to ensure that amounts are correct and that there was adequate change
Receive payment by cash, check, and debit cards
Issue receipts, refunds, credits, or change to customers
Cash checks and pay out money after verifying that signatures were correct, that written and numerical amounts matched, and that the accounts had sufficient funds
Process customer’s bill payments
Process customers wire transfers via Money Gram
Education
Personal Lines Property and Casualty License -
Killeen, TX
09.2023
Diploma -
Shoemaker High School
Killeen, TX
06.2004
Skills
Customer Service
Decision Making
Problem Solving
Customer Experience
Attention to Detail
Effective Communication
Active Listening
Detail Oriented
Timeline
Specialist- Sales and Services
Progressive Insurance
09.2023 - Current
Service Consultant
Progressive Insurance
08.2022 - 09.2023
Business Specialist
First National Bank Texas
09.2018 - 08.2022
Customer Service Manager
Wal-Mart
02.2016 - 09.2018
Money Center Cashier/Customer Service
Wal-Mart
03.2009 - 02.2016
Personal Lines Property and Casualty License -
Diploma -
Shoemaker High School
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