Tyra Perez
Odessa,TX
Summary
Insurance Specialist with 8+ years of experience in sales, customer service and fraud prevention, adept at managing complex transactions and enhancing client satisfaction. Demonstrates a proven track record in exceeding sales targets and implementing effective fraud prevention strategies, leveraging skills in relationship management and risk assessment. Passionate about fostering client relationships and driving business growth, ensuring compliance with regulatory requirements while delivering tailored solutions to meet customer needs.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Insurance Broker
Family First Insurance
Comfort, TX
05.2025 - Current
- Utilized industry software tools such as rating engines and quoting systems.
- Served as a point of contact for customers throughout the life cycle of their policies.
- Ensured compliance with all applicable laws and regulations.
- Identified opportunities for cross-selling additional products or services.
- Build networks with realtors and loan officers to expand business opportunities.
- Demonstrated strong interpersonal skills by actively listening to clients, fostering open dialogue
- Present tailored insurance solutions to clients, securing repeat business, and driving substantial growth in portfolio value.
Program Director
Gracie Barra Odessa
Odessa, Texas
02.2023 - 02.2025
- Manage facility operations, enhancing staff efficiency and client satisfaction through training.
- Increase revenue by 15% in Q3 2024 by promoting programs, and retaining members.
- Develop marketing strategies, boosting members engagement and retention rates.
- Analyze feedback to identify service gaps, implementing improvements for membership growth.
- Maintained communication with clients throughout their involvement in the program.
- Launch marketing initiatives, increasing program participation, and community engagement.
- Cultivated a welcoming environment, leveraging interpersonal skills to build strong relationships with members, and encouraged community involvement.
Insurance Sales Agent
Nationwide
San Antonio, TEXAS
01.2022 - 10.2023
- Provided personalized insurance solutions for property and casualty clients.
- Exceeded individual and teams sales quotas by 15%
- Reviewed and adjusted policies to align with underwriting requirements.
- Maintained detailed records of customer interactions, quotes, and policy changes.
- Streamlined policy review process, ensuring compliance with underwriters, facilitating effective communication and ensuring seamless policy adjustments.
- Actively engaged with clients to understand their needs, providing guidance and support throughout the insurance selection process.
Debit Card Fraud Specialist
Chase Bank
San Antonio, TX
05.2021 - 12.2021
- Ensured compliance with regulations, aiding customers in a dynamic, metrics-focused setting.
- Addressed complex customer issues with empathy, upholding accuracy and professionalism.
- Reviewed transaction patterns to identify and prevent potential fraud effectively.
- Implemented proactive fraud detection measures, significantly reducing fraudulent transactions and safeguarding client assets.
Senior Customer Service Representative
Wells Fargo
San Antonio, texas
08.2020 - 05.2021
- Managed DDA accounts, enhancing customer satisfaction and resolving fraud issues promptly.
- Surpassed performance metrics in AHT and customer experience, boosting overall service quality.
- Applied analytical skills to refine account management accuracy, ensuring precise customer service.
- Handled customer inquiries with a focus on precision, delivering high-quality service consistently.
- Managed DDA accounts to resolve customer inquires quickly, enhancing satisfaction and achieving superior experience scores.
Customer Account Representative
GM Financial
San Antonio, TX
08.2019 - 08.2020
- Resolved accounts reduced financial loss by $250k in Q4 2019, enhancing customer satisfaction.
- Implemented debt collection strategies, achieving high performance and client contentment.
- Negotiated payment plans, effectively lowering delinquencies and improving cash flow.
- Implemented a targeted debt recovery approach, achieving notable reductions in outstanding balances and enhancing overall financial health.
Customer Service Team Lead
Charter Spectrum
San Antonio, TX
11.2017 - 07.2019
- Provided white glove experience for customers while troubleshooting video and internet services.
- Supervised and coached a team of 10-15 customer care representatives to reach average call handling and compliance metrices.
- Controlled escalated calls and provided support for high-complexity issues.
- Led weekly trainings to foster high morale and team productivity, with a focus on policy and skill development.
- Delivered exceptional customer service by resolving complex issues, enhancing client satisfaction, and loyalty through effective communication.
Education
Bachelor of Science - Information Technology
Western Governors University
Salt Lake City, UTSkills
- Data analysis and software development
- Database management
- Team management
- Technical support and quality assurance
- Customer relationship management
- Project and team management
- Financial management and risk assessment
- Contact center operations
- Claims processing and policy evaluation
- Fraud investigation and underwriting
- Customer retention and relationship management
- Microsoft Office proficiency
- Underwriting
- Fraud Investigation
- Active property and casualty insurance license
Certification
- Property and Casualty License (Tx) NPN: 20238101
Accomplishments
- Sales agent of the month
- Top 10 Brokerage Agents
- Exceptional customer experience award
- Quality assurance and compliance excellence
Websites
Timeline
Insurance Broker
Family First Insurance
05.2025 - Current
Program Director
Gracie Barra Odessa
02.2023 - 02.2025
Insurance Sales Agent
Nationwide
01.2022 - 10.2023
Debit Card Fraud Specialist
Chase Bank
05.2021 - 12.2021
Senior Customer Service Representative
Wells Fargo
08.2020 - 05.2021
Customer Account Representative
GM Financial
08.2019 - 08.2020
Customer Service Team Lead
Charter Spectrum
11.2017 - 07.2019
Bachelor of Science - Information Technology
Western Governors University