Wendy Leal
Penitas,TX
Summary
Detailed Client Service Associate known for having great organizational skills. Gifted at working with all types of customers. Looking for a new role where hard work and dedication will be highly valued.
Overview
4
4
years of professional experience
Work History
Customer Service Representative
KAR Insurance
Penitas, TEXAS
10.2023 - Current
- Maintained a high level of professionalism when dealing with difficult customers.
- Determined accurate prices for customer services, consistently searching for deals and best prices.
- Provided accurate information about products and services to customers.
- Informed customers about billing procedures, processed payments, and provided payment option setup assistance.
- De-escalated problematic customer concerns, maintaining calm, friendly demeanor.
- Developed positive relationships with customers through friendly interactions.
- Answered incoming calls and emails, providing frontline customer support or assistance with product and service transactions.
- Conducted regular follow-up calls with customers after resolving their issues.
- Presented existing and prospective customers with valuable service or product information to aid in decision-making.
- Answered inbound calls, chats and emails to facilitate customer service.
- Explained complex technical terms related to insurance plans in simple language for easy understanding.
- Contacted underwriters and submitted forms to obtain binder coverage.
- Maintained accurate records of all insurance transactions using computer software systems.
- Explained coverage options to potential policyholders, answering questions or concerns.
- Educated customers on the importance of maintaining adequate insurance coverage.
- Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
- Administered oaths and affirmations on legal documents to affirm clients' honor and accountability.
- Verified identification of signee by looking through identification documents, licenses and passports.
Hotel Front Desk Clerk
Baymont inn & Suit Hotel
McAllen, Texas
02.2021 - 06.2021
- Processed payments from customers for room charges and incidentals.
- Greeted guests in a professional and friendly manner.
- Verified customer credit to establish payment method for accommodations.
- Stocked supplies at the front desk such as forms, stationery items, brochures.
- Issued room keys and escort instructions to bellhops.
- Received incoming calls and coordinated with staff to fulfill customer requests.
- Worked with housekeeping and maintenance staff to address and resolve building and room issues.
- Input customer data into reservation systems and updated to reflect room changes.
- Input and confirmed reservations for guests.
- Ensured that all guest requests were met promptly, courteously and efficiently.
- Assisted guests with check-in and check-out procedures as needed.
- Managed cash drawer according to established accounting guidelines.
- Cleaned and maintained lobby and common areas by restocking supplies and watering plants.
- Maintained up-to-date knowledge of hotel products, services, pricing plans and policies.
- Participated in monthly inventory counts to ensure accurate stock levels are maintained.
Education
Associate of Arts - Interdisciplinary Studies
South Texas College
McAllen, TX05-2019
Skills
- Account updating
- Scheduling
- Complaint resolution
- Task prioritization
- Client relations
- Follow-up skills
- Punctuality and reliability
- Customer service
- Positive and professional
- Customer education
Timeline
Customer Service Representative
KAR Insurance
10.2023 - Current
Hotel Front Desk Clerk
Baymont inn & Suit Hotel
02.2021 - 06.2021
Associate of Arts - Interdisciplinary Studies
South Texas College