Joel Cabrera

**** ******* **, *** ******, TX ****6 email: acelam@r.postjobfree.com Cell 469-***-****

PROFESSIONAL EXPERIENCE

Symmetry Financial Group Plano, TX December 2013 to present

Mortgage/Life Insurance Specialist

• Attend meetings, seminars and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts.

• Calculate premiums and establish payment method; contact underwriter and submit forms to obtain binder coverage.

• Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.

• Customize insurance programs to suit individual customers, often covering a variety of risks.

• Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.

• Explain features, advantages and disadvantages of various policies of insurance plans.

• Inspect property, general condition, and type of construction, age, and other characteristics, to decide if it is a good insurance risk.

• Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage.

• Monitor insurance claims to ensure they are settled equitably for both the client and the insurer.

• Perform administrative tasks, such as maintaining records and handling policy renewals.

ADT Security Services Lewisville, TX August 2013 to December 2013

Customer Service/Sales Representative

• Sell reactivation services and upgraded products within assigned territory to customers who have a previously discontinued ADT system. While maintaining assigned sales quota and following established guidelines

• Identify prospects utilizing creative lead generating techniques

• Follow up with prospects

• Prepare final contract for signature

• Process work order and complete all paperwork in accordance with approved and standardized procedures

• Post installation follow-up by contacting customer ensuring commitments were met and generating referrals

• Maintain customer retention by affirming customer satisfaction after the completion of both 6 and 12 months of service

• Provide alarm history, update information as appropriate.

• Troubleshoot customer technical alarm issues effectively and completely over the phone and assist customer with questions and issues.

• Schedule a technician when necessary when over the phone troubleshooting cannot be resolved.

• Duties also include responding to 3rd party callbacks, assisting customer with inquiries on alarm handling, updating of account information and clarification of alarm handling instructions.

• Make the necessary and appropriate decision to dispatch an authorized service provider when on-site service is required.

Skills

• Typing –30 wpm

• 10-key Adding Machine

• Microsoft Office 2000, 2003, 2007, and 2010

• Fluent in Spanish and English

EDUCATION

• Mid Cities Barber College - Grand Prairie, TX Barber License: Barber 2013

• McKinney High School - McKinney, TX High School Diploma 2012

Contact this candidate