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Carla
Insurance Agent with 3+ years in client advisory and bilingual customer service
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Competencies
Provided insurance services including policy management and customer support.
Managed teams and projects related to sales, technical support, and logistics.
Led technical support teams, handled escalations, and ensured customer satisfaction.
Oversaw procurement processes, import logistics, and inventory management.
Delivered customer service in English and Spanish across various roles.
Education
Languages
Summary
Experienced in insurance advisory, project management, technical support, and procurement, with bilingual capability.
Key Achievements
- Provided insurance advisory services to individual clients under Texas regulations
- Led technical support team at DELL, managing customer issues and team metrics
- Supervised import and procurement logistics, overseeing inventory and customs documentation
Experience
Licensed Insurance Agent – Personal Lines (Texas)
Provide insurance advisory services to individual clients under Texas state regulations., Assist clients with policy selection, renewals, and claims support., Deliver customer service in both English and Spanish.
Project Manager
Managed the import of refurbished computers for donation and low-income sales programs., Developed initiatives to reduce the digital divide., Supervised sales team and administrative processes., Recruited temporary staff and handled payroll.
Technical Support Manager
Led technical support team serving English-speaking clients., Managed team metrics, payroll, and training., Handled escalated customer issues and ensured high satisfaction.
Assistant Purchasing Manager
Oversaw procurement, customs documentation, and inventory logistics., Coordinated permits with the Ministry of Agriculture., Prepared purchase orders and quotations.
Sales Advisor
Sold computer and office accessories., Met monthly sales goals and submitted reports.