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Insurance Customer Service

Altamonte Springs, Florida, United States
August 29, 2017

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*** *** ******* ** ********* Springs, FL 32714 H: 978-***-****


In the year 2007 my experience in the insurance industry began working in the leading insurance company in San Juan, Puerto Rico as a Customer Service Representative, and the was promoted to Marketing Representative. I successfully worked in this position for 3 years. My job consisted of visiting agents throughout the island and providing technical assistance. My target objective is to help profit and nonprofit companies meet there goal.


Fluent in English and Spanish Account management MS Office

Knowledge of market trends Skilled negotiator

Trade shows Interactive marketing


June 2016 to July 2017 LTB Insurance Agency Burlington, MA

Customer Service Representative

Receive, analyze, prepare and present information for new business to be review by the Account Manager.

Receive documents from dealership, Mortgage Companies and the insured to process their request.

Collect payment, issue binder, process endorsement and cancellation through the Insurance Company portal.

Check accuracy and completeness of all transaction issue by the office or the Insurance Company.

Follow up with suspense within the established time frame.

Set up and maintain customer files according to agency procedure.

Compose letters to insurance companies and clients with final draft being reviewed by Account Manager.

Assist insurance companies and clients in person, by phone or email.

Follow all agency systems, procedures and insurance company regulations.

April 2015 to June 2016 Advance Patient Advocacy Portsmouth, NH

Liability Service Advocate

Receive and manage hospital claim related to Motor Vehicle Accident, Workers Compensation and other general liability.

Work with insurance companies, recipients, fiscal agents, provider, company personnel and other appropriate contact to correct billing problems, interpret policy, track and monitor parties responsible for outstanding claims and recovery.

Manage account to ensure account resolution with regular follow up.

Responsible for obtaining injury report, police reports, medical records and other records as needed; providing them to the payer organization.

Build and maintain key customer relationships.

Maintain industry knowledge such as pricing and service offering for competitive positioning.

Follows established Company protocol and procedures.

Follow current HIPPA guidelines.

March 2015 to April 2015 Valentine & Kebartas, Inc Lawrence, MA

Debt Collector

Responsible for reaching out to customer by phone to collect payment for overdue loans.

Locate customer using credit bureau information, loan document and other database.

Utilize computer system to handle skip tracing.

Refer customer to debt counselors.

Follow federal and state law dealing with debts collection.

Dec 2010 to Aug 2014 Universal Insurance Company San Juan, PR

Marketing Representative

Responsible for assisting selected agents with the goal of providing service, quotation and technical training.

Develop and maintain successful and productive business relationships.

Provide service to increase sales and retain current clients.

Identified and promoted sales strategies for all business lines in the company.

March 2007 to Dec 2010 Universal Insurance Company San Juan, PR

Customer Services Representative

Assist clients in person and by phone.

Provide payments certification, vouchers, experience letter, coverage letter, quotation, policy issuance, cancellation and endorsements.

Collect payments.

Sept 2005 to Sept 2006 Interactive Marketing San Juan, PR

Customer Services Representative

Receive inbound call to provide service in representation of Ticket Center and Motorambar.

June 2003 to Sept 2005 Image Marketing San Juan, PR

Customer Services Representative

Receive inbound call to provide service in representation of the Puerto Rico Telephone Company 811.

Education and Training

2006 to 2009 Interamerican University of Puerto Rico San Juan, PR

Business Administration in Accounting

3 years completed

Jan 2002 to Dec 2002 MBTI Business Training Institute San Juan, PR

Accounting Clerk


2013 Insuring Personal Auto Exposure

2013 Fundamental Concepts of Ethics in Insurance Sales

2013 Commercial Casualty II

2011 Personal Risk Management

CISR in process

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