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Customer Service Specialist with 5+ years in insurance and tech support
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Competencies
Handled customer inquiries and client intake across insurance, travel, and fintech sectors, ensuring client needs are accurately assessed.
Proficient in Zendesk, Salesforce, and booking systems like Amadeus, Sabre, facilitating efficient customer and client support.
Bilingual in English and Spanish, utilized to improve client interactions and support diverse customer bases.
Provided specialized assistance with Microsoft Azure subscriptions and billing, resolving complex issues to ensure customer satisfaction.
Ensured sensitive data handling and accurate documentation in insurance and customer service roles.
Education
Languages
Summary
Dedicated professional with over 5 years of experience in customer service, client intake, and technical support across insurance, travel, and fintech industries. Skilled in CRM tools, bilingual communication, and compliance.
Key Achievements
- Managed over 40 life insurance client intakes monthly, ensuring accuracy and compliance.
- Consistently achieved first call resolution and surpassed call quality standards.
- Provided advanced billing and subscription support for Microsoft Azure, resolving complex issues.
Experience
Life Insurance Rep (Phone Representative)
Conducted client intake for new life insurance applicants (more than 40 a month), collecting personal, health and financial information. Keeping accuracy and documentation., Assessed client needs and explained policy options to match coverage goals., Coordinated follow-ups for underwriting and...
Customer Service Agent
Take inbound calls from customers wanting to book hotel stays., Performed client intake by gathering travel preferences and booking details to ensure accurate reservations., Process reservations in booking systems (like Amadeus, Sabre, Galileo, or proprietary hotel)., Provide information about...
Fintech Analyst
Provided advanced support for Microsoft Azure's subscription and billing services., Responsible for resolving complex billing issues, managing account inquiries, and ensuring smooth subscription processes.