Customer Support & Insurance Client Success

Marcos Loredo

******.********@*****.*** 940-***-****

https://www.linkedin.com/in/marcos-loredo-673310378 Professional Summary

Customer-focused professional with over two years of experience delivering exceptional service in the insurance industry. Proven ability to build strong client relationships, resolve complex customer concerns, explain insurance products clearly, and manage multiple priorities in fast-paced environments. Seeking a customer success, implementation, or client support role.

Core Competencies

Customer Relationship Management • Client Support • Account Management • Customer Retention • Problem Resolution • Insurance Policy Servicing • Billing Support • CRM Software • Microsoft Office • Communication • Time Management • Documentation

Professional Experience

Customer Service Representative – State Farm Insurance August 2022 – September 2024

• Delivered high-quality customer support for billing, policy changes, coverage inquiries, and account maintenance.

• Built strong client relationships through personalized service.

• Explained insurance products and coverage options clearly.

• Resolved complex customer concerns by researching solutions and coordinating with internal teams.

• Processed policy updates, endorsements, payments, and account changes accurately.

• Managed high-volume customer interactions while maintaining quality standards.

• Maintained accurate CRM documentation and protected confidential customer information.

• Collaborated with agents and teammates to ensure timely issue resolution. Technical Skills

Microsoft Word, Excel, Outlook, Teams, CRM Systems, Data Entry, Document Management Education

Dallas College — Currently pursuing college coursework

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