Priscilla Cheliga
Property & Casualty Insurance Licensed | Insurance & Financial Services | Claims-Transferable Experience
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About
Licensed Property & Casualty Insurance professional with 10+ years of experience in insurance-related services, banking, customer service, client relationship management, documentation, risk awareness, and compliance. Experienced in reviewing client information, identifying needs, investigating and resolving customer concerns, maintaining accurate records, handling confidential information, and communicating solutions clearly and professionally. Strong analytical and problem-solving skills with a proven ability to manage client issues in fast-paced environments while maintaining attention to detail and service quality.
Experienced in automotive customer service and insurance-related products, with a strong interest in developing a career in claims adjusting and Accident Benefits. Fluent in English, Portuguese, Spanish, and French.
Experience
Sales Support Specialist at Atlantic Tire King (2020-01 – Present)
- Provide professional customer service in a fast-paced automotive environment, responding to customer inquiries and identifying appropriate solutions based on individual needs.
- Prepare accurate quotations and maintain detailed customer and transaction records, ensuring information is complete and up to date.
- Communicate with customers, suppliers, and internal team members to gather information, clarify requirements, and resolve service-related issues.
- Follow up proactively with customers to ensure questions and concerns are addressed in a timely and professional manner.
- Maintain accurate documentation related to customer interactions, quotations, payments, orders, and service activities.
- Review customer requirements and available information to recommend appropriate products and services.
- Process customer payments and handle customer information with professionalism, accuracy, and discretion.
- Coordinate tire orders and inventory with suppliers to support customer requirements and timely service delivery.
- Work collaboratively with team members and external suppliers to resolve issues and provide efficient customer solutions.
- Apply strong attention to detail when reviewing information, preparing quotations, processing transactions, and maintaining records.
Bank Manager at Itaú (2008-10 – 2017-10)
- Managed a team of six employees while maintaining high standards of customer service, operational accuracy, compliance, and performance.
- Built long-term client relationships by understanding individual needs, reviewing relevant financial information, and recommending appropriate financial and insurance solutions.
- Investigated and resolved customer concerns by reviewing available information, identifying problems, and determining appropriate solutions.
- Communicated complex financial and insurance-related information clearly and respectfully to clients, helping them understand products, services, and available options.
- Handled confidential client and financial information with discretion and professionalism in accordance with banking and compliance requirements.
- Supported risk management and fraud prevention activities through accurate data management, careful review of information, attention to detail, and adherence to established procedures.
- Maintained accurate client records and documentation while ensuring information was handled appropriately and confidentially.
- Managed a high volume of client interactions and service issues while maintaining professionalism, empathy, and attention to detail.
- Built trusted relationships with clients and provided personalized support during complex financial situations.
- Collaborated with team members to share knowledge, resolve client issues, and provide consistent service.
- Mentored and developed a team of six employees, encouraging teamwork, accountability, and knowledge sharing.
- Increased branch revenue by 55% through client needs analysis, relationship management, and identification of insurance and investment opportunities.
Administrative Assistant at GTX (2017-12 – 2018-12)
- Managed financial controls, documentation, records, and business communications while maintaining accuracy and confidentiality.
- Processed and organized documents and correspondence, ensuring timely handling of information and efficient administrative operations.
- Responded to telephone inquiries, welcomed clients, and provided professional front-line customer service.
- Maintained accurate records and documentation to support efficient business processes.
- Supported day-to-day administrative activities requiring strong organization, attention to detail, and confidentiality.
Education
Bachelor's Degree in Business Administration – Centro Universitário Santa'Anna (2020-10)