Wendy Garcia
Miami,FL
Summary
Adept at enhancing customer satisfaction and sales, my tenure at UniVista Insurance showcased my ability to resolve concerns and foster key relationships, backed by strong CRM software proficiency and exceptional teamwork skills. Achieved consistent customer satisfaction targets, underscoring my commitment to excellence and results-driven approach.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Customer Relations Agent
UniVista Insurance
Pembroke Pines, FL
08.2022 - Current
- Enhanced customer satisfaction by promptly addressing and resolving inquiries and concerns.
- Established long-lasting relationships with key clients, acting as their primary point of contact for ongoing support and assistance.
- Proactively identified potential issues through regular review of account data, preventing future problems for customers before they arose.
- Contributed to improved sales results by providing product knowledge and recommendations to customers.
- Collaborated with team members to achieve monthly customer satisfaction targets consistently.
- Assisted in training new employees on company policies, procedures, and best practices for exceptional customer relations.
Insurance Agent
Estrella Insurance
Pembroke Pines, FL
01.2021 - 08.2022
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- 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.
- Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
Life Insurance Agent
Guardian Group Life
Netherlands Antilles
08.2014 - 01.2021
- Participated in professional development opportunities such as training sessions and conferences to stay informed on best practices within the life insurance industry.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Crafted clear, informative reports to explain life insurance policy features and benefits.
- Developed comprehensive financial plans for clients, ensuring proper coverage and security for their families.
- Analyzed customers' financial situations to recommend appropriate life insurance policies.
- Streamlined the application process for clients, resulting in faster policy approvals and improved customer satisfaction.
Education
High School Diploma -
VSBO St Jozef
Netherlands Antilles2011
Skills
- Call center experience
- Complaint Handling
- CRM Software
- Teamwork and Collaboration
- Customer Service
- Computer Skills
- Microsoft Office
- Data Entry
- MS Office
- Sales and Upselling
- Customer Relationship Management (CRM)
- Sales expertise
Accomplishments
2-20 Resident General Lines (Property, Casualty, Surety, Marine, Health and Miscellaneous Lines)
2-15 The FloridaLife, Health and Variable Annuities Agent license
Certification
2-20 Resident General Lines (Property, Casualty, Surety, Marine, Health and Miscellaneous Lines)
2-15 The FloridaLife, Health and Variable Annuities Agent license
Languages
English
Full Professional
Spanish
Native or Bilingual
Dutch
Full Professional
Timeline
Customer Relations Agent
UniVista Insurance
08.2022 - Current
Insurance Agent
Estrella Insurance
01.2021 - 08.2022
Life Insurance Agent
Guardian Group Life
08.2014 - 01.2021
High School Diploma -
VSBO St Jozef