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Customer Service Insurance Agent

Location:
Plano, TX
Posted:
January 27, 2024

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Resume:

Beatriz E. Alba

Phone: 915-***-****

Email: ad242w@r.postjobfree.com

PROFESSIONAL SUMMARY

Experienced and Energetic customer service professional with over 18+ years of progressive experience within Customer Service and Sales field. Highly recognized by previous employers for being positive and solution oriented. Registered & Licensed Insurance Agent with an extensive knowledge in the Healthcare Insurance Industry. Fluent in both English and Spanish and able to provide customer service in both languages.

QUALIFICATIONS:

Work well without supervision

Bilingual English/Spanish with the ability to translate

Ability to prioritize and remain focused on the essence of an issue

Excellent with customer support services

Skilled at learning new concepts quickly while working well under pressure

EXPERIENCE:

04/2018 -092020 Collinson Group

Essential Activities and Responsibilities:

Greet customers warmly and ascertain problem or reason for calling

Responsible for servicing and logging high volume customer inquiries and requests in a fast-paced call center environment

Able to multi-task handling telephone calls, emails, faxes, mail and various projects assigned by management

Proactively market and enroll products to new members over the phone

Support and retain existing member relationships

Support various activities such as research charge disputes, process return mail, route voicemails, faxes and mail as needed

Maintain membership services standards. Meet performance standards including effectiveness, efficiency, attendance and quality objectives. Support center operational and service level goals

Maintain positive attitude and professionalism at all times in what can sometimes be a stressful environment

Consistently demonstrate effective and professional handling of inbound and outbound telephone call activity.

Cooperate and support other team members

Complete other tasks as directed by management

09/2013-05/2018 Dallas Mending Minds Dallas, TX

Billing, Monitoring Accounts receivables,

Time Management, customer Service, Scheduling, Telephone Skills, Typing, Business Knowledge

Organization, Verbal Communication, PC Proficiency, Reporting Skills

Preparing Reports and Summaries,

Maintain quality results by following and enforcing standards.

Maintains office supplies inventory by checking stock;

Anticipating needs; placing and expediting orders; verifying receipt

Keeps office equipment operating by following operating instructions; troubleshooting breakdowns; maintaining supplies; performing preventive maintenance; calling for repairs.

12/2009- 04/2013 West Co. (AT&T ) El Paso, TX

Bi-Lingual (Spanish & English) Customer Services Representative

Data entry using “Clarify”

Managed multi-lined phones

Handle Billing, approvals of $250 individual limit without manager approval

Trouble Shooting using “Snooper”

Handle customer complaints

Customer request for new service

05/2009– 12/2009 Macy’s (Seasonal) El Paso, TX

Fine Jewelry Dept, Customer Service

Sales person for Costume and Fine Jewelry

Received Associate of the Month for five months consecutively (Jun 2009 thru Nov 2009)

Was acknowledged for Top Salesperson/Perfect Attendance

12/2008– 5/2009 Liberty Tax (Seasonal) El Paso, TX

Office Assistant Manager

PTIN

Tax Preparation 1040, 1099, Schedule C, Etc.

Managed office documentation

Greeted and directed visitors / customers to their destination and provided general information

Answered multi-line telephone, routed calls, and took accurate messages

Performed faxing, photocopying and filing duties

Trained new hires

Assisted supervisor with special projects

12/1990-12/08 Sports Shoes/Uniforms El Paso, TX

Manager

Prepare month-end journal entries

Prepare account analysis and reconciliations on a timely basis

Coordinate annual fixed asset inventory count

Order merchandise weekly

Weekly sales of $4,000

Graphic Designer using Coral Draw

Accounts Payable/Receivable

Answered incoming calls and took accurate messages

Provide excellent customer service

Sorted mail, faxed, and photocopied documents for service coordinators

Distributed incoming mail and processed outgoing mail

EDUCATION: Collin College Montessori Primary.Elementary Teacher Certificatio Dallas TX

Edinburgh High School Diploma El Paso, TX

Accounting Tecnica Comercial Chihuahua, Mexico

Certifications :



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