Summary
Overview
Work History
Skills
Certification
Additional Information
Languages
Timeline
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Wendy Miranda

Wendy Miranda

Houston,TX

Summary

Licensed insurance professional with extensive experience in sales, prospecting and lead generation, seeks a position offering new challenges and opportunities for career growth and advancement. Background in property and automobile insurance, and Sales.Licensed Insurance Broker knowledgeable about emerging coverage competency, exclusions and endorsed enhancements. Dedicated with excellent experience in industry. Maintains professional appearance and demeanor and expertly completes assigned tasks with focus on quality. Dependable and quick-learning team player. Highly organized Front Desk Receptionist with exemplary multitasking, time management and customer service skills. Responsible professional willing to go extra mile to assist others with solving problems.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Front Desk Receptionist

Fitness Project
04.2023 - 08.2023
  • Greeted guests at front desk and engaged in pleasant conversations while managing check-in process.
  • Maintained organized and clean front office area to create professional and welcoming environment for visitors and employees.
  • Scheduled, coordinated and confirmed appointments and meetings.
  • Resolved customer issues quickly and notified supervisor immediately when problems escalated.

Claims Specialist

Rodeo Auto Finance
09.2021 - 07.2022
  • Reviewed insurance and claims documents to verify required information and secure any missing data for settlements.
  • Followed up with customers on unresolved issues.
  • Monitored compliance with regulations and industry best practices to promote fair and proper treatment for insured customers.
  • Performed administrative duties by verifying documentation, researching facts and contacting other parties involved to determine fault percentages and minimize potential losses.

CSR, Sales

Infiniti Insurance Services
03.2018 - 07.2020
  • Leveraged sales expertise to promote products and capitalize on upsell opportunities.
  • Answered customer telephone calls promptly to avoid on-hold wait times.
  • Educated customers about billing, payment processing and support policies and procedures.
  • Maintained relationships with existing customers to optimize service quality, business growth and customer satisfaction.
  • Aggressively generated new business by prospecting, making follow-up calls to customers and contacting referrals.

Office Manager

Amtex Auto Insurance
04.2012 - 07.2018
    • Processed cash and credit payments rapidly and accurately
    • Managed customer calls effectively and efficiently in a complex, fast-paced and challenging call center environment
    • Monitored office effectiveness
    • Supervised social media marketing strategies
    • Developed innovative business plans
    • Examined, categorized and sorted incoming documents
    • Finalized sales and collected necessary deposits
    • Collected all premiums on or before effective date of coverage
    • Calculated quotes and educated potential clients on insurance options.

Skills

  • Underwriting knowledge
  • Home and recreational insurance sales
  • Talented salesperson
  • Policy coverage expert
  • Customer Service
  • File Organization
  • Cash Handling
  • Policyholder Communication

Certification

201C

Additional Information

Highly-motivated Insurance Agent trained in financial accounting and cost estimation. Consistently increases sales and expands client base through targeted marketing, lead development and in-depth knowledge of market trends.

Languages

Spanish
Native or Bilingual

Timeline

Front Desk Receptionist

Fitness Project
04.2023 - 08.2023

Claims Specialist

Rodeo Auto Finance
09.2021 - 07.2022

CSR, Sales

Infiniti Insurance Services
03.2018 - 07.2020

Office Manager

Amtex Auto Insurance
04.2012 - 07.2018

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Wendy Miranda