Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Yanina Olguin

San Diego

Summary

Detail-oriented insurance agent with a strong background in customer relationship management and regulatory compliance. Committed to delivering exceptional service and maintaining accurate records, ensuring operational efficiency and client satisfaction.

Overview

11
11
years of professional experience

Work History

Insurance Agent

Arelis Insurance
Chula Vista
01.2022 - Current

*Process auto insurance policies, renewals, and policy changes.

* Identify and resolve billing errors, payment discrepancies, and pricing issues by reviewing detailed breakdowns and payment records.


* Clarify customer requests and adjust policies as needed when needs change or additional coverage is requested.
* Assist customers with California DMV transactions


*Handle high-volume inbound and outbound calls.
*Maintain daily bookkeeping and balance office transactions.


* Deliver efficient customer service in a fast-paced environment.

*Resolved client inquiries and issues promptly to maintain high levels of customer satisfaction.

*Responded to customer inquiries and problems to promote great service.

*Managed client accounts by updating records and ensuring accurate information is maintained.

Teller/Phone Banker

Wells Fargo Bank, N.A.
Chula Vista
03.2015 - 04.2024
  • Processed customer transactions efficiently and accurately.
  • Assisted customers with account inquiries and service requests.
  • Answered incoming calls from customers, providing customer service and resolving customer inquiries.
  • Promoted bank products and services to enhance customer satisfaction.
  • Explained various banking products such as credit cards, loans, mortgages and investments to potential customers.
  • Managed cash drawer, ensuring proper balancing and security.
  • Provided technical support for online banking services and mobile applications.

Education

Associate of Arts - Sociology

Southwestern College
Chula Vista, CA
05-2012

Skills

  • Auto insurance knowledge
  • Regulatory compliance
  • Risk mitigation
  • Customer relationship management
  • Customer service
  • Attention to detail
  • Problem solving
  • Time management
  • Team collaboration
  • Professionalism and ethics

Languages

Spanish
Native/ Bilingual

Timeline

Insurance Agent

Arelis Insurance
01.2022 - Current

Teller/Phone Banker

Wells Fargo Bank, N.A.
03.2015 - 04.2024

Associate of Arts - Sociology

Southwestern College
Yanina Olguin