Customer Service Insurance Agent

**/**** - **/**** ***********

SWBC Lending solutions, Brenham, TX

Assigned appraisers to appraise properties all over USA, made sure they followed through on all reports and documents being requested from the Lender. Served all the customer service needs to Lender and or borrower, obtained approvals from Lenders for the appraisal fees and incurred expenses. Answered customers phone calls or routed them to the department and person that could answer any concerns they might have.

08/2021 - 11/2022 Recruiter

American Income Life-Jose, Corpus Christi, TX

Contact applicants via text, phone call or email and set webinar zoom meeting with Jose Carvajal for employment

01/1991 - 03/2019 Insurance Agent

Arredondo Insurance, Alice, TX

Duties included selling insurance policies and services to customers, conferring with customers regarding any changes in terms or services and in calling in claims. Balanced monies at the end of day, handled payroll, filed quaterly reports and prepared tax returns. Prioritized, Strategized and Planned with 3 other employees the sales to meet end of year Bonues for the Agency. Coordinated monthly office schedules for 3 employees. Scheduled and managed schedule for the owners to meet with Company representatives, advertising represenatives etc. Handled and transacted 5 to 6 customer service calls at a time reqarding coverage, changes, quotes, renewals rates, payments and billing procedures. Inspected and photographed homes and vehicles with full coverage insurance to avoid and prevent claims with fraud, existing and or prior damage coverage. Found and Remedied errors on IRS quaterly and annual reports.

General High School Curriculum

High School Diploma

Alice High School, Alice, TX

12/2021 Life only Agent License

Texas Department of Insurance

Melissa Cantu-Rouse

406 Nopal St, Alice, TX 78332

Phone: 361-***-****

Email: **********@*****.***

Objective

To obtain employment in the Insurance industry, with an emphasis on sales, adjusting and underwriting activities.

Ability Summary

Highly experienced with Auto Insurance sales and service. Experienced in processing applications for, changes to, reinstatements of, and cancellations of insurance policies. Experienced with reporting claims and interviewing customers with the purpose of tayloring insurance coverage to meet customer needs. Employment History

Education History

Occupational Licenses, Certificates and Training

01/2003 Local Recording insurance agent

Texas Department of Insurance

Strong Customer Service Skills

Strong Computer Skills for Data Entry and Report processing Bilingual in English and Spanish

Honors & Activities

Additional Information

Detailed References

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