Victoria Medrano
Houston,TX
Summary
Accomplished Insurance Sales Agent and Customer Service Representative with a proven track record at Sagesure, adept in complaint resolution and building rapport. Excelled in customizing insurance solutions and streamlining service processes, enhancing customer satisfaction. Skilled in data entry and prioritization, significantly improving operational efficiency. Knowledgeable and dedicated customer service professional with extensive experience in Home Insurance industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with Producers. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization.
Overview
8
8
years of professional experience
Work History
Customer Service Representative
Sagesure
Houston, TX
06.2023 - Current
- Manage incoming calls, chats and emails from policyholders, agents, and producers
- Identify and assess customers’ needs to achieve satisfaction
- Provide accurate, valid and complete information by using the right methods/tools
- Meet personal/team customer service targets and performance measures
- Answer questions about underwriting concerns related to home inspections and select property and liability hazards
- Handle product eligibility and underwriting inquiries from producers
- Process policy changes, including endorsements, cancellations, customer name changes and mailing address changes
- Handle complaints, provide appropriate solutions and alternatives within the time limits; follow up to ensure resolution
- Keep records of customer interactions and file documents
- Follow communication procedures, guidelines and policies
- Review and Resolve some underwriting Conditions after Inspection reports are completed
Insurance Sales Agent
GEICO
Pearland, TX
05.2017 - 04.2023
- Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Sold Auto, Home, Motorcycle, Umbrella, Renters and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
Insurance Sales Agent
Farmers
Houston, TX
12.2016 - 05.2017
- Scheduled fact-finding appointments and consultations to determine client needs and overall financial situations.
- Sold auto, home, and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
- Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
- Met with prospective clients to discuss insurance needs and provide solutions.
- Followed up promptly with interested clients to close sales.
- Provided comprehensive product knowledge and guidance to help clients on product selection.
Education
No Degree - Completed 64 Hours
Texas Southern University
Houston, TXSkills
- Call flow maximization
- Live chat support
- Payment Processing
- Building rapport
- Product Knowledge
- Documentation
Accomplishments
- Achieved Policy Service Underwriting training by completing Training with accuracy and efficiency.
Timeline
Customer Service Representative
Sagesure
06.2023 - Current
Insurance Sales Agent
GEICO
05.2017 - 04.2023
Insurance Sales Agent
Farmers
12.2016 - 05.2017
No Degree - Completed 64 Hours
Texas Southern University