Customer Service Insurance Agent

Rose Mary Valentin

Norcross, GA *****

***************@*****.*** +470-***-****

Professional Summary

Bilingual insurance professional with a proven track record in life, health, and property & casualty insurance sales. Skilled in customer relationship management, compliance standards, and client-focused service. Fluent in English and Spanish, with strong interpersonal, leadership, and administrative skills. Authorized to work in the U.S. for any employer. Work Experience

Retention Specialist II

State Farm – Remote

Feb 2025 – Present

● Deliver exceptional customer service by assisting clients with policy changes outside regular business hours.

● Apply strong interpersonal skills to build rapport with clients, identify their concerns, and offer effective solutions.

● Partner with colleagues to streamline workflows and maintain accuracy while managing a high volume of client requests.

Licensed Insurance Agent

Insurance Supermarket Inc. - Remote

April 2024 – Dec 2024

● Assist clients with final expense enrollments while adhering to compliance standards.

● Provide empathetic and active listening to assess client needs effectively.

● Collaborate with team members to ensure seamless policy processes and procedures in a fast-paced environment.

Driver

Uber - Augusta, GA

July 2021 – March 2025

● Safely transport clients to their destinations while delivering exceptional customer service.

Bilingual Licensed Health Insurance Agent

ResultsCX - Remote

September 2023 – January 2024

● Guided clients in selecting health insurance products tailored to their needs.

● Resolved billing issues and assisted clients in locating providers and necessary services.

● Delivered exceptional bilingual customer support. Customer Service Representative (CSR)

RCC & Associates - Stockbridge, GA

April 2018 – November 2018

● Sold auto insurance and other financial products while managing leads and customer inquiries.

● Provided exceptional customer service and maintained client relationships. Home Health Aide

Heavenly Circle Home Care - Lorain, OH

January 2017 – November 2017

● Provided companionship and assisted elderly clients with daily activities and light housekeeping.

Tax Consultant

Martinez & Associates - East Point, GA

December 2014 – April 2015

● Prepared tax returns, handled insurance payments, and marketed financial services.

● Assisted clients with language barriers through translation services. Tax Consultant

Capital Tax Service - Jonesboro, GA

2013 – 2014

● Processed tax returns, managed client referrals, and performed receptionist duties.

Education

Dental Assistant Program

UEI College - Morrow, GA 2009 – 2010

Skills

● Insurance Expertise: Life, Health, Property & Casualty Insurance (5+ years)

● Customer Service: Strong interpersonal skills, bilingual support, client retention

● Sales & Marketing: CRM software (e.g., Salesforce), lead generation, and pipeline management

● Administrative & Technical: Data entry, compliance adherence, and underwriting knowledge

● Certifications: CPR, digital marketing, and affiliate marketing expertise Certifications & Licenses

● Life, Health, and Sickness License (Valid through August 2025)

● Property & Casualty License (Valid through August 2025)

● Insurance Producer License

● Personal Lines License

● Driver's License

Contact this candidate