Dedicated professional with over 5 years of experience in customer service, insurance, and administrative roles. Skilled in client communication, document management, and office operations, with a proven ability to adapt across industries.
Provided empathetic client consultations and maintained client satisfaction across roles.
Managed office operations, scheduled appointments, and coordinated property inspections.
Utilized Salesforce and DocuSign for client management, compliance, and confidentiality.
Prepared, sold, and maintained insurance policies, including document translation and record keeping.
XO LATAM SA de CV
First point of contact in a call center for Morgan & Morgan law firm., Verified client details and transferred calls to litigation departments., Provided empathetic consultations for personal injury and mass tort cases., Worked with Salesforce and DocuSign to ensure compliance and...
LA West Insurance Services Inc.
Generated leads and conducted calls for transportation sector clients., Prepared and sold multi-coverage policies for owner-operators and freight companies., Processed contracts, payments, and renewals while ensuring policy retention., Issued certificates of insurance and maintained accurate...
Next Nest Acquisitions Inc.
Managed office operations, scheduled appointments, and handled calls., Coordinated property inspections and matched clients with agents., Sent updates via email and SMS regarding available properties., Conducted follow-ups and surveys to track agent performance.
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Strong communicator with experience in empathetic consultations and client relationship management.
