Viky Bonilla
Katy,TX
Summary
As a highly motivated sales and customer service agent. With over 10 years of experience in a diverse environment and providing office support within the company, currently looking to join a reliable company and a good workplace environment where my skills and experience will assist company goals. I am focused and determined to bring value through experience and interpersonal skills. At the same time, providing an opportunity to further my knowledge.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Customer/Sales Agent
Allstate Ins - Icon Ins. Group
2025.04 - Current
- Followed the management process as part of the company guidelines, which allowed a quick access to client information (programs such as Velocity, Ricochet, DCS, E-agent)
- Effectively used sales techniques to overcome cold calls and presentations in a call center environment
- Responsible for providing adequate coverage in all areas to ensure high customer satisfaction was met
- Managed follow-ups enrollments and underwriting for each customer
- Followed up with mortgages, company requirements, emails, and faxes
- Collaborated with team and exceeded the new agent goals within the corporate company
- Responded to customer requests for products, services, and company information.
- Trained new Customer Service Representatives on company policies, procedures, and best practices.
Office Assistant/CSR
Allstate Ins - Sarmiento’s Ins
2014.09 - 2025.04
- Performs several tasks such as keeping the office efficiently running, giving an overview of company, capable of managing and prioritizing tasks in a fast-paced manner
- Led management (with company special programs/software’s such as lead tool activity, Word document, excel, e-agent etc.)
- Responsible for maintaining new and existing clients profile up to date, filling in paper and electronic documents
- Reviewed and assisted clients with any claims related questions or concerns as well received customers’ payments for new and renewals policies
- Reached out to prospective customers to go over options and quotes such as auto, home, and provided them with life insurance programs that suited their financial needs
- Achieving company expectations sales quotas using new products, techniques and system enhancements.
- Responsible for running reports at the of each day, making bank deposits, opening/closing office, maintain office neat, tidy, and pleasant appearance.
- Ability in resolving complex situations with clients following company policies
Receptionist
Quality Ins.
2013.04 - 2014.06
- Welcomed visitors in person or on the telephone as well as answering any concerns about the business operations
- Responsible for directing incoming calls on multi-line phones and setting appointments for specific team leaders
- Maintained a neat, tidy, and pleasant appearance of the office
- Accepted letters and packages and distributed to appropriate staff members
- Coordinated meetings, training and other projects as assigned
Education
Business Management -
CY-Fair Lone Star College
Cypress, TX2027-05
High School Diploma - undefined
Carrollton High School
Carrollton, Georgia2011-05
Skills
- Ability to work effectively independently and as a team member
- Interpersonal and Time management skills
- Ethical handling of confidential client information
- Attentive to detail and highly organized
- Collaborate under delegated authority
- Exceptional written/communication skills
- Ability to learn new programs, software, concepts, and adapt quickly to new environments
- Email management, multitasking, and teamwork
Certification
General lines agent LAHH, P&C: 1971934 TDI
Timeline
Customer/Sales Agent
Allstate Ins - Icon Ins. Group
2025.04 - Current
Office Assistant/CSR
Allstate Ins - Sarmiento’s Ins
2014.09 - 2025.04
Receptionist
Quality Ins.
2013.04 - 2014.06
High School Diploma - undefined
Carrollton High School
Business Management -
CY-Fair Lone Star College