Customer Service Insurance Agent
Resume:
Lola Acosta
Moreno Valley, CA 92555
abjvpx@r.postjobfree.com
Objective To overall develop my Customer Service/Clerical background to
new levels, allowing the opportunity for advancement and career growth.
Qualifications
& Capabilities: - Bilingual, fluent in both written and spoken Spanish and
English
- 5 yrs of customer service/Clerical experience.
- Licensed life, health, accident insurance agent
- Excellent communication skills, and self-motivated.
- Able to communicate effectively verbally and in writing.
- A well qualified individual able to accept
responsibility for work outcomes.
- Extremely productive in a high volume, high stress,
environment.
- Highly adaptable and a quick-study.
- Reliable, dependable, and a team player.
- Comfortable working in a fast-paced environment,
juggling
multiple tasks.
- Ability to work independently and to follow instruction.
- Ability to problem-solve, make decisions, and exercise
good judgment.
- Pleasant personality, hard working, and dedicated to
customer/client satisfaction.
-Proficient in using AGENCY GATEWAY,IMPACT and ALLSTAR
computer programs.
Experience Customer Service Representative/Licensed Insurance agent
Oct 2008-June 2010 Allstate Financial Redlands, CA
- Performed general clerical duties; Answering phones,
distribute mail, filing (regular and securities)
faxing, typing( basic), shipping using FEDEX & USPS.
- Accountable for record keeping for over 900 clients on a
daily basis.
- Set Up appointments for Financial Specialist to meet
with prospective and current clients. Also, prepared
client folder with appropriate labels and
information.
- Managed and updated Financial Specialist OUTLOOK
calendar as needed.
- Calculated and input outcome of sales.
- Answered inbound calls in support of customer needs.
-Conveyed In a reassuring manner step by step instructions
to resolve clients inquiries, and Followed up on
customer interaction.
- Contacted over 300 prospective and current clients on a
daily basis.
- Reviewed and issued audits on life policies .
-Performed queries in multiple databases.
-Kept records of customer interactions and transactions,
recording details of inquiries, complaints, and
comments, as well as actions taken.
- Researched orphan policies/Annual statements for review.
- Relayed messages to appropriate staff.
- Processed orders, applications and requests such as
making changes to policies.
Veterinary Assistant (Externship)
May 2007- June 2007 Banfield Pet Hospital San Diego, CA
- Serviced clients by answering calls regarding test
prices, specimen
preparation/submittal, order changes, estimated time for test results,
and other services.
- provided routine postoperative care, administered
medication orally or topically, prepared samples
for laboratory examination, and set up surgery room.
Personal Assistant
July 2002- October 2005 Union Retirees Club San Diego, CA
- Researched Veteran events, made fliers, mailed postcards
and contacted club members to RSVP. Scheduled meetings
for organization.
- Coordinated various travel arrangements(for 30 members)
including ground transportation and hotels.
- Managed incoming calls from charitable organizations
interested in the union retirees club attendance at
fund-raising events and speaking engagements.
- Assisted the personal manager with personal errands
also maintained and managed personal calendar.
- Reviewed incoming mail, and respond promptly.
Teachers Aide ( internship)
April 2002-May 2002 Hamilton Elementary San Diego, CA
- Assisted 4th grade bilingual class by Preparing and
correcting assignments.
- Run errands for teacher, supervise students, call parents
about students need for additional help in appropriate area
of skill.
- Taught a mentally challenged student basic math, reading
and writing skills.
Education AD Banker
April 2010 Riverside, A
- Licensed life/Health/Accident Agent
Pima Medical Institute
June 2007 San Diego, CA
- Certified Veterinary Assistant
- Emphasis on office procedures,
- Academic honors and prefect attendance.
San Diego City College
San Diego, CA
- Courses completed: Business leaning skills, work
success, business internship seminar, workplace
competencies, Personal Growth college success skills,
Psychology general, Sociology principles, Spanish first course, and speech
oral communication.
San Diego High School
June 2002 San Diego, CA -High School Diploma
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