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Customer Service Insurance

North Richland Hills, Texas, United States
August 28, 2017

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Career Objectives

A Customer Service job where my skills can be ultilzied Summary of Qualifications

Over 16 years of customer service experience, mixed with several years of sales experience. Outstanding customer services and communication skills. Detailed orientated, follow all oral and written instruction.

Work History

Apr 22, 2011 - Oct 07, 2011 Wells Fargo - Texas

Personal Financial Advisors

•Market financial products such as stocks, bonds, mutual funds, and insurance if licensed to do so.

•Build and maintain client bases, keeping current client plans up-to-date and recruiting new clients on an ongoing basis.

•Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.

•Answer clients' questions about the purposes and details of financial plans and strategies.

•Review clients' accounts and plans regularly to determine whether life changes, economic changes, or financial performance indicate a need for plan reassessment.

•Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan.

•Recommend strategies clients can use to achieve their financial goals and objectives, including specific recommendations in such areas as cash management, insurance coverage, and investment planning.

•Implement financial planning recommendations or refer clients to someone who can assist them with plan implementation.

•Research and investigate available investment opportunities to determine whether they fit into financial plans.

•Explain and document for clients the types of services that are to be provided, and the responsibilities to be taken by the personal financial advisor. May 12, 2008 - Jun 02, 2010 Verizon Wireless - Watauga, Texas Customer Services Representative

•Confer with customers by telephone or in person to provide information about products or services, take or enter orders, cancel accounts, or obtain details of complaints.

•Keep records of customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken.

•Check to ensure that appropriate changes were made to resolve customers' problems.

•Determine charges for services requested, collect deposits or payments, or arrange for billing.

•Refer unresolved customer grievances to designated departments for further investigation.

•Review insurance policy terms to determine whether a particular loss is covered by insurance.

•Contact customers to respond to inquiries or to notify them of claim investigation results or any planned adjustments.

•Resolve customers' service or billing complaints by performing activities such as exchanging merchandise, refunding money, or adjusting bills.

•Compare disputed merchandise with original requisitions and information from invoices and prepare invoices for returned goods.

•Obtain and examine

Sep 19, 1994 - Feb 14, 2008 Los Angeles County Dept of Public Social Services - Pomona, California Eligibility Worker Spanish Speaking

•Keep records or prepare reports for owner or management concerning visits with clients. Bilingual Customers

•Submit reports and review reports or problems with superior.

•Interview individuals or family members to compile information on social, educational, criminal, institutional, or drug history.

•Provide information or refer individuals to public or private agencies or community services for assistance.

•Consult with supervisor concerning programs for individual families.

•Advise clients regarding food stamps, child care, food, money management, sanitation, or housekeeping.


Rubidoux High School

Education Level: High School Diploma/GED

Graduated: Yes

Sep 1998 - Dec 1998 Chaffey Community College - Alta Loma, California Education Level: High School Diploma/GED

Major: Sociology

GPA: 3.0

Graduated: No


United States Army

Specialized Training and Honorable Discharge

Status: Completed

Sep 14, 1977 - Dec 15, 1977 El Paso Community College Math

Math and English classes

Status: Incomplete

Occupational Experience

Sales Agents, Securities and Commodities ( 3 yrs 0 mos ) Procurement Clerks ( 5 yrs 0 mos )

Customer Service Representatives ( 16 yrs 0 mos ) Eligibility Interviewers, Government Programs ( 14 yrs 0 mos ) Interviewers, Except Eligibility and Loan ( 16 yrs 0 mos ) Order Clerks ( 3 yrs 0 mos )

Computer Skills

Typing Speed: 25 Words Per Minute

Data Entry Terminal (PDT, Mainframe Terminal, etc)

EMail Software (Outlook, Thunderbird, etc)

Internet Browser (Internet Explorer, Firefox, etc)

Peripheral Devices (Scanners, Printers, etc)

Personal Computers

Spreadsheet Software (Calc, Excel, etc)

Utility Software (Virus, File Compression, etc)

Word Processing Software (Word, WordPerfect, etc) Language Skills

English - Excellent ( Read Write Speak)

Spanish - Excellent ( Read Write Speak)

Driver's License

Class C - Standard Driver's License

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