Sales Agent - State Farm Insurance - Brownsville, TX
(2020-01 - 2025-11)
- Developed tailored insurance solutions to meet client needs and enhance customer satisfaction.
- Conducted thorough policy reviews, ensuring compliance with industry regulations and best practices.
- Mentored junior agents, fostering professional growth and improving overall team performance.
- Leveraged CRM software to track leads, manage client interactions, and streamline sales processes.
- Developed strong relationships with clients through excellent customer service and regular followups.
Underwriter - Pronto Insurance - Brownsville, TX
(2018-01 - 2020-01)
- Evaluated risk factors to determine appropriate coverage options for clients.
- Developed underwriting guidelines to enhance decision-making processes and minimize errors.
- Collaborated with agents to clarify information and expedite the underwriting process.
- Analyzed financial documents and credit histories to assess applicant qualifications effectively.
Health Insurance Marketplace CSR - Maximus Health Services - Brownsville, TX
(2017-01 - 2018-01)
- Resolved customer inquiries efficiently using CRM software to enhance satisfaction and retention.
- Collaborated with cross-functional teams to streamline service delivery processes and improve response times.
- Trained new team members on customer service protocols and best practices for optimal performance.
- Analyzed customer feedback to identify trends, driving continuous improvement initiatives in service quality.
