Service Representative Front Desk
Resume:
Experience
Broker/Agent,
Adriana’s Insurance; Baldwin Park, CA
May 2022 - Current
Inbound/Outbound calls pertaining clients premium, Opening premium accounts and providing full breakdown of coverage, running background checks to adjust clients account, Account Maintenance, conduct dmv transactions along with renters insurance.
Client Services Specialist - PP Trust,
Pacific Premier Trust; Irvine, CA
November 2021 - March 2022
Inbound/Outbound calls quickly identifying clients request or problem to solve in timely manner, Mitigate company risk through following all security and fraud prevention requirements, Investigate account issue by analyzing investment and transactional activity and/or errors, accurately file reports on client issues for management review.
Leading Ambassador,
DLA9 Logistics; Irvine CA
February 2020 - March 2021
Loading/Unloading distribute packages by scanning to correct department, training new employees, crossed trained and assisting my team to reach primary goal in a timely manner.
Member Service Representative,
Liberty Dental Plan; Irvine, CA
July 2019 - January 2021
Inbound/Outbound calls 80+ per day, Billing medical office and patients, Account Maintenance ( add/remove service on members account), Full breakdown of members medical history and future procedures along with benefits. Front Desk Receptionist,
Hernandez Installations; Anaheim, CA
January 2019 - June 2019
Inbound/Outbound calls, Filing/Ordering, Responsible for scheduling team, billing clients and conducting invoices, and miscellaneous tasks assigned by manager on duty.
*********@*****.***
14237 Dillerdale St
La Puente, CA 91746
DANNA ACEVEDO
Education
Anaheim High School
2013 - 2017
Fullerton College -
2021 - current
Buss/Management
Skills
• Time Management
• Bilingual Fluent English
and Spanish
• Reliable and
Independent
• Computer and typing
skills
• Excellent written
Communications skills
• Critical thinking
Licenses
Personal Lines Broker/
Agent - 2022
Awards
Customer Service
Recognition - 2019
Financial Services,
Walmart Inc; Foothill Ranch, CA
February 2017 - September 2018
Assist customers with Check cashing, moneygram/moneyorder services, returns and refunds, and sending money International.
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