Tracy Mena
Fort Worth,TX
Summary
Dynamic professional with a proven track record at American Income Life Insurance Company, excelling in customer service and claims processing. Leveraged advanced communication and underwriting knowledge to exceed sales quotas and enhance client satisfaction. Demonstrates a strong commitment to professionalism and ethics, ensuring seamless operations and client trust.
I am looking to change careers and put previous knowledge and work experience to use in claims adjusting.
Overview
5
5
years of professional experience
Work History
Shipping Clerk Administrative Assistant
Lasko Metal Products
02.2022 - 09.2024
- Maintained clear communication channels with clients to provide updates on shipment status, resolving any issues promptly.
- Organized warehouse inventory for easy retrieval, optimizing storage space usage and improving overall efficiency.
- Developed and maintained strong relationships with carriers, vendors, and suppliers to ensure seamless shipping operations.
- Assisted in the implementation of new software systems to streamline administrative tasks and improve overall efficiency in the shipping department.
Insurance Agent
American Income Life Insurance Company
11.2022 - 04.2024
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Cross-sold insurance products to existing clients to reach sales targets.
- Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Increased client satisfaction by providing personalized insurance solutions tailored to client
- Provided prompt responses to inquiries from both prospective and existing clients, demonstrating a commitment to exceptional service.
- Worked closely with other team members to optimize sales strategies and achieve regional goals.
- Developed comprehensive knowledge of various insurance products, enabling effective recommendations for clients'' unique situations.
- Participated in ongoing professional development activities, staying current with industry trends and regulatory changes affecting insurance products and services.
- Conducted thorough policy reviews with existing clients, identifying gaps in coverage and offering additional protection options when necessary.
- Assisted clients in navigating the often complex claims process, ensuring they received fair and timely resolutions.
- Consistently exceeded monthly sales quotas by effectively presenting product offerings to potential customers.
Shipping and Receiving Clerk
Ryder
09.2019 - 02.2021
- Received incoming shipments, compared contents against associated records and transmitted to proper department.
- Packaged goods in safe containers to prepare for shipping, adhering to packaging protocols.
- Used pallet jacks and dollies to load and unloaded goods from trucks and containers.
- Reduced shipping errors through meticulous inspection of outgoing packages and double-checking labels.
Education
Certification - Adjusting
Texas Adjusting School
Dallas, TX08.2024
Skills
- Advanced oral and written communication skills
- Claims Processing
- Highly motivated
- Claims Investigation
- Report Writing
- Quality Control
- Best Practices Implementation
- Texas Claims Adjuster License
- Underwriting knowledge
- Customer Service
- Licensed Insurance Agent
- Professionalism and Ethics
- Customer follow-up
- Logistical knowledge
- Policy Knowledge
- Life insurance
- Health insurance
- CRM Software
- Data Entry
- Administrative Functions
- Call Center Customer Service
- HIPAA Compliance
Languages
Spanish
Native or Bilingual
Timeline
Insurance Agent
American Income Life Insurance Company
11.2022 - 04.2024
Shipping Clerk Administrative Assistant
Lasko Metal Products
02.2022 - 09.2024
Shipping and Receiving Clerk
Ryder
09.2019 - 02.2021
Certification - Adjusting
Texas Adjusting School
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