Yolisvette Perez
Lehigh Acres,FL
Summary
Driven customer service representative with 3 years of experience offering personalized, courteous service. Expert at managing insurance sales cycle, prospecting and follow-up support. Skillful in advising current and potential clients on insurance coverage plans and processing applications, payments and corrections. Resourceful and versatile professional with reputation for consistently achieving aggressive sales goals.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Insurance Customer Service Representative
STATE FARM
06.2020 - Current
- Developed client leads and implemented marketing strategies to retain new clients
- Managed multiple computer applications, while simultaneously managing high-volume of phone calls daily
- Communicated with independent insurance agents, policyholders, and property lien holders.
- Provide excellent customer service to policyholders by processing their change request and reviewing policy coverage to ensure their assets are adequately protected and anticipating future customer needs.
- Prepared personalized insurance quotes and closed sales.
- Assisting insureds with payment and billing questions as well as general claims and underwriting concerns.
CASE MANAGER
ARCHDIOCESE OF MIAMI CATHOLIC CHARITIES
08.2011 - 02.2020
- Assisted families with personal goals and guided them to becoming self-sufficient
- Coordinated with educators, counselors, and learning specialist for children within Florida Diagnostic and Learning Resources System
- Coordinated referrals such as private therapy, counseling, tutoring, and medical service retention with community resources to assist families of the Wynwood community and Dade County.
- Organized recruitment events in the community to maintain a flow of applications and promote early childhood education programs.
- Completed and implement intake with planning systems that reflected client strengths and needs.
- Acted as an advocate for each client and maintained a caseload of 90 families and more than 235 children ages 3-5, having an end goal of improving the children's learning and development along with family stability and self-sufficiency
- Organized staff meetings and recorded minutes for tracking and documentation.
Education
Medical Assistant - Medical
Florida Career College - Miami
Miami, FL06.2007
Skills
- Insurance customer representative 0440
- Account Management
- Auto insurance
- Community & Workplace Adult/Child & Infant CPR with AED
- Insurance Coverage Verification
- Billing Inquiries
- Customer Account Review
- Licensing Requirements
- Property and Casualty Insurance
- Microsoft Office
Certification
- Certified 440 License
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Insurance Customer Service Representative
STATE FARM
06.2020 - Current
CASE MANAGER
ARCHDIOCESE OF MIAMI CATHOLIC CHARITIES
08.2011 - 02.2020
Medical Assistant - Medical
Florida Career College - Miami
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