Life Insurance Data Entry

Anita Paredes

*** ***- ****

***********@*****.***

Summary

Inspired, Motivated, Hard Working, Punctual, Multi-tasker, Friendly, Professional, Team Player and Bilingual too. Currently holding a Telemarketer Position with EMS Corporate in San Antonio however looking to join or place myself with a reputable business or company that offers their employees well rounded opportunities and allow room for growth within the company. I would love to join a team that stands proud the name they represent as they all work towards the same goal where the most important is the client, business, or company you make a difference for - one solution at a time.

My immediate strengths are those in the Sales, Administrative Services, Clerical, and Data Entry. I am confident that I have mastered well in the People Skills areas as I have 20 years of experience working with people. A natural leader and willing to learn new things and go the extra mile to help an organization achieve their goals. My past experiences include all the above, and have also mentored in team/relationship building, New Representative Training, Expansion efforts in Recruiting, Weekly Presentations, Marketing Solutions, and Increase Productivity Efforts to achieve Greatness. I have found that I can be valuable in face to face, via telephone conversations with members, clients and/or customers and provide them customer services or support as I am able to communicate in my Primary and Secondary languages of English and Spanish. (Read/Write/Speak both)

WORK EXPERIENCE

12/12/2022 – PRESENT

Telemarketer – EMS Corporate, San Antonio, Texas

Daily Telephone Etiquette and telephone Dials (Telemarketer), Sell/Set up Appointments for Account Executive appointments for Sales, Processing of Fee Statement to the Corporate office, Maintain daily Calendar with new/existing/cancelation appointments for the Account Executives (5), General Manager and Assistant General Manager. Assist with incoming calls to the office, Deliveries, Pick up and mailouts. Achieve and exceed the daily, weekly & monthly goal in Dials, Appointments that end in Closed Deals for the SA Team, Texas Regional office, and All of EMS Corporate in Cincinnati Ohio. Proud of my 2nd place standing on the Top TMs - Chairman Leaderboard End of Year Results! 10/2018 to Oct 2022

LIFE INSURANCE SPECIALIST – AAA LIFE INSURANCE, SAN ANTONIO, TEXAS Life Insurance Specialist at 1 of 3 San Antonio, AAA Auto Club Branch Office(s). Provided Customer Service/Support via telephone or walkins on any of the 3 location San Antonio locations. Handle incoming calls for all Life Insurance in our San Antonio and surrounding areas. Provide the customer/member/prospect the Life Insurance conversation, Provided Customer/ Clients a Free Life Insurance Analysis and/or information. Gathered necessary information, handled Research to provide the customer a Life Insurance quote. Accepted and Processed Life Application(s) for customer. Handled customer support, payments, and maintained Life Insurance Files in house. Provided Customer support in answering questions and also offered Life Insurance Annual Reviews. March 2014 to June 2018

Independent Life Insurance Agent – New York Life Insurance, San Antonio, Texas Interview prospective clients. Provide Analysis, Process applications, provide customer service for follow up, payments and/or claims filed. Maintain client/customer files according to schedule and laws. My duties included contacting warm, cold and referral leads daily, weekly, monthly annually to expand client base. Promote agency products to customers. Prepare necessary documentation to process new application and renewals. Weekly, Business walk-ins, Personal Observation, social media as also reach out to current customer and request Referrals.

Achievements and Awards include the Career Success Award, Career Producer Award, & Bronze Eagle Aug 2005 to Aug 2013

Southwest Research Institute – Purchasing / Subcontracts Department – Accounting Clerk II My duties as an Accounting Clerk II were that of an Admin assistant to the eight Specialist in the Purchasing/Subcontracts department. I handled all incoming and outgoing calls, transfers, data entry, computer applications, 10 key, files, fax copy in support of their administrative needs to do their job. I occasionally assisted the Group Leader, Secretary and other clerks in the same area/department when needed. Education

AAS degree – Applied Sciences of Computer Applications/Accounting St. Philip’s College – San Antonio, TX

Computer Applications Specialist, Minor in Accounting HIGH SCHOOL DIPLOMA

Lanier High School – San Antonio, TX

Graduated #56 in a senior class of 360

References

Amethyst Urbina Hylton 210-***-**** ***********@*****.*** Christin Rowis 210-***-**** ********.*****@*******.*** Aracely Herrera 210-***-**** *******@*****.***

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