Customer Service Insurance

Axxis Solutions, M iami, Florida

J OSE A. PEREZ A pril 2013- July 2013

Technical Consultant/ I nternship

• Developed Salesforce crm instances to

various companies based on their industry and

16342 SW 53 Terrace, Miami, FL 33185 customization

305-***-**** • In tegrated Salesforce crm with legacy

*************@*****.*** systems

ED UCAT ION • Set up objects, record types, field types, and

users in Salesforce

• Provided walkthroughs with clients for

Florida I n te rnational University, M iami,

F lorida navigation throughout Salesforce

• Salesforce Administrator for 3 live instances

MS, Management Information Systems -

December 2013 and companies

Florida I n te rnational University, M iami, Allstate RP I nsurance Agency, M iami,

F lorida F lorida

BS, Management Information Systems September 2010-April 2013

Customer Service Depa rtment M an ager/ IT

T EC H N ICAL KNOWLEDGE AND S upport Agency M an ager

E XPERT ISE • Responsible for bounding and selling New

B usiness Auto and Renters Insurance policies

• • Troubleshoot Cit rix server, ALSTAR

• Computer and • Ability to p rogram, and Allstate Alliance database

I n ternet search and locate • Provided hardware installation support and

p roficiency databases assistance

• Proficiency in • SQL queries • Assisted with direct Allstate central IT

M S Office (Excel, and ERP designing issues, support, and configuration

• Microsoft

Word, PowerPoint) • Assisted customers with insurance inqui ries

• Knowledge of V isual Studios regarding renewals on auto and home insurance

• Knowledge on

a ll Microsoft • Processed endorsements on auto and

applications V isual Basic and homeowners’ policies

• Create reports H TML • Classified and scanned documents according

• Knowledge on

w ith Tableaux to policy number and customer name

• Knowledge of V isual Paradigm • Lead Customer Retention for the year 2012

C it rix server based for U M L

p rogram ALSTAR Allstate JAA Alvarez I nsurance Agency,

M iami, Florida

EXPER I ENCE

J anua ry 2008- September 2010

C ustomer Service/Sales Agent

• Bounded and sold New Business Auto and

Renters Insurance policies per Underwrit ing

Guidelines

• Assisted customers with insurance inqui ries

regarding renewals on auto and home insurance

• Processed endorsements on auto and

homeowners policies

• Classified and scanned documents according

to policy number and customer name

National Opinion Research, M iami, Florida

A ugust 2007- Janua ry

2008

I nterviewer

• Conducted opinionated interviews for market

research, and recorded answers and comments

• Responsible for completing market research

for “AT&T,” “Duke University,” “City of Miami”

and “Best Buy”

•

OT H ER SK I L LS

•

• Fluent in • Team player

E nglish and and ability to

Spanish m ulti-task

• Experience

handling currency

and payments

Contact this candidate