Data-Driven Remote Clerk with Bilingual Support

JUAN TORRES

Houston, TX *********@*******.*** 281-***-**** LinkedIn Profile

Professional Summary

Bilingual Licensed Property & Casualty Insurance Sales Agent with 14+ years of experience in customer service, sales, and process improvement. Currently employed at Afni (since May 2024) assisting clients with auto insurance sales and support. Pursuing a Bachelor’s in Management Information Systems at University of Houston–Downtown to transition into technology and data-driven roles. Skilled in CRM systems, policy management, problem solving, and cross-functional collaboration. Fluent in English and Spanish.

Core Competencies

- Property & Casualty Insurance Sales (Licensed in TX)

- Customer Relationship Management (CRM)

- Data Entry & Accuracy

- IT Support & Troubleshooting

- Process Improvement & Reporting

- Bilingual Communication (English/Spanish)

Professional Experience

Afni Houston, TX

Bilingual Insurance Sales Agent (Licensed P&C) May 2024 – Present

- Licensed in Property & Casualty insurance in Texas; assist clients with policy sales, renewals, and claims support.

- Deliver consultative sales solutions while meeting and exceeding performance metrics.

- Manage policy documentation and data entry with 99% accuracy.

- Support clients in navigating billing, claims, and policy changes in both English and Spanish.

Rangel Development Houston, TX

Customer Acquisition / Service (Bilingual Remote) Oct 2020 – Oct 2024

- Processed and validated over 500 digital onboarding records monthly, improving data accuracy by 19%.

- Built dashboards in Excel to track acquisition metrics, cutting reporting time by 35%.

- Coordinated with IT to resolve system bugs, boosting platform uptime from 93% to 98%.

- Trained bilingual reps on digital onboarding processes, improving adoption rates among new hires.

PetSmart Co. Houston, TX

Customer Relations Representative / Sales Jan 2010 – Jul 2020

- Managed 2,000+ customer accounts in CRM, ensuring accurate data and recordkeeping.

- Conducted analysis on sales data, identifying process improvements that reduced stock inefficiency by 18%.

- Coordinated team member POS support, reducing system-related errors by 30%.

- Prepared data-backed reports for leadership, increasing promotion targeting accuracy by 20%.

Education

Bachelor of Business Administration in Management Information Systems (In Progress)

University of Houston–Downtown Houston, TX

Associate Degree in Business

Lone Star College Houston, TX Jan 2022 – Mar 2025

High School Diploma

Eisenhower High School Houston, TX

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