Insurance Agent Customer Service
Resume:
LESLIE
MONTES
**************@*****.***
Dallas, TX 75217
Hardworking and reliable candidate with a strong ability and desire to achieve expectations in the workplace. Exceptional translating skills and proven capability in effectively managing multiple tasks simultaneously. Dedication and responsibility are at the core of the work ethic. Organized, proactive, and punctual, with a team-oriented mentality. Strong team collaborator who easily adapts to changing needs and consistently achieves goals. Committed to providing excellent client advisory services.
PROFESSIONAL SUMMARY
SKILLS
• AS/400 experience
• Bilingual
• Deadline-driven
• Attention to detail
• Fast learner
• Credit card processing
• Licensed insurance agent
• Customer follow-up
• Client retention
• Life insurance
• CRM software
• Health insurance
Skyline High School
High School
EDUCATION
Life & Health Insurance License
CERTIFICATIONS
AGILE PEOPLE & PAYROLL LLC. - Insurance Agent
Richardson, TX • 08/2024 - Current
Conns Distribution Center - Parts Clerk
Dallas, Texas • 01/2019 - 08/2024
WORK HISTORY
Built relationships with clients through consistent communication and customer service.
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Responded to customer calls swiftly to resolve issues and answer questions.
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Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
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Cross-sold insurance products to existing clients to reach sales targets.
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Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
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• Utilized CRM software to manage client relationships. Handled all customer service issues quickly to maintain a high level of customer satisfaction
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Spoke with customers over the phone to answer questions, address concerns, and close sales
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Ensured the accuracy of data entry into the computer system by double checking entries
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Created purchase orders based on approved requisitions from internal departments
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Organized parts storage and stocked inventory in accordance with company policies
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• Solved credit issues and made sure to complete orders
• Personally worked and trained new hires
Organized files, developed spreadsheets, faxed reports, and emailed vendors
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• Handled daily incoming calls from Spanish-speaking clients Offered support and increased team productivity by implementing multiple strategies
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Investigated customer complaints about incorrect or delayed payments and resolved any issues quickly and efficiently
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• Verified customer account information prior to processing payments Collazo's Tree Service - Secretary
Dallas, Texas • 01/2017 - 01/2020
Made contact with clients in order to obtain the necessary information and offer the best service
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• Fee invoices were created and mailed to clients
• Ensured that accounting deadlines were met
• Completed tasks on time
• Was in charge of scheduling for service
English
Native or Bilingual
Spanish
Native or Bilingual
LANGUAGES
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