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Customer Sales Representative Resume Example

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CUSTOMER SALES REPRESENTATIVE
Summary

Professional objective: Being an active part of a leading company in its field that bases its work philosophy on exceeding the expectations of its clients and invests permanently in the growth and development of its collaborators.

Helpful Customer Sales Representative with more than 3 years of experience in the insurance industry. Dedicated to cost-effective problem solving and extensively knowledgeable about insurance. Successful at quoting accurate amounts for customer satisfaction. Connects easily with clients and customers on a personal level

Skills
  • Word, Excel, PowerPoint.
  • POS systems
  • Insurance knowledge, from claims and sales perspectives.
  • Product knowledge
  • Opening and closing procedures
  • Effective customer upselling
  • Processing payments
  • Customer support
  • Customer relations
  • Direct sales
  • Bilingual (Spanish and English)
Experience
07/2021 - CurrentCustomer Sales Representative, Company Name, City, State
  • Advised customers, with deals and promotions for car insurance that best fits their interests.
  • Advised customers on extend of insurance coverages ( Coverages limits, deductibles and exclusions)., as well as company procedures when filing a claim.
  • Maintained comprehensive understanding of company offerings to drive consistent sales during routine service touches.
  • Gave customers quotes based on potential sales.
  • Delivered fast, friendly and knowledgeable service for routine questions and service complaints.
  • Shared detailed information regarding options to help customers make decisions.
  • Processed customer account changes with proprietary software.
  • Identified business opportunities and generated profitable sales in both new and existing customers.
10/2018 - 07/2021Insurance Claims Adjuster, Company Name, City, State
  • Company dedicated to inspection services and insurance claims adjustment in the field of transport, fire, earthquake, civil liability insurance.
  • Responsible for giving attention and monitoring claims made by clients of insurance companies.
  • Analyze and interpret insurance contracts.
  • Inspect and evaluate damage in transport, containers, merchandise, businesses, home and contractor equipment.
  • Responsible for the execution of internal processes of control and monitoring of claims.
  • Adhered to company and insurance client's guidelines in claims processes, estimate writing and claim closures.
  • Recommended settlement offers and negotiated payment arrangements.
  • Conducted interviews, gathered detailed information and completed field investigations.
  • Reviewed data to verify validity of claims and determine case management actions.
  • Drafted statement of loss to summarize damages, payments and underlying policy coverage.
  • Contacted injured parties and legal representatives to negotiate final settlements for claims.
  • Investigated potentially fraudulent claims with focus on thoroughness, quality and cost control.
  • Mentored 2 new members of claims staff in proper procedures.
  • Managed caseload of 150-200 clients each quarter.
  • Achievements: The company opened 2 client portfolios in one year, including the attention of Citibanamex Chubb´s claims in the entire pacific zone of México.
  • The percentage of undocumented/incompleted claims was reduced from 50% to 30%.
  • Direct Boss: Saúl Gustavo Castro Valencia (CEO)
  • Cell Phone number: 33-3646-1880.
07/2018 - 09/2018Accounting Intern, Company Name, City, State
  • Assistant in carrying out inventories of food and beverage warehouses.
  • Record sales and graph trends in the area of banquets, restaurants and room service.
  • Assisted with smooth preparation of monthly closing activities, including creating journal entries and reconciling accounts.
  • Coded invoices and other records to maintain organized and accurate records.
  • Accurately inputted data into general ledgers under guidance of bookkeeper.
04/2015 - 04/2016Associate, Company Name, City, State
  • Working the box office, concessions and ushering with a strong sense of customer service.
  • Specialized in attending box office and selling memberships to clients.
  • I was assigned full time to box office areas for delivering high special memberships sales to customers.
  • Made customers have an amazing, relaxing and fun experience at the theater, offered recommendations on movies, showtimes, premiers and promotions
Education and Training
12/2019Bachelor of Science, FinanceUniversidad Del Valle De Atemajac , City
  • Started on September 2016 and graduated on december 2019.
  • Completed a posgraduate degree in International Finance ( October September 2020- May 2021)
01/2015Some College (No Degree), Business AdministrationFoothill College, City, State
06/2013High School DiplomaSanta Clara High School, City
Personal Information
  • Marital Status, : Single
  • Place of Birth: Puerto Vallarta, Jalisco, México.
  • Date of Birth: August 6, 1994
  • Nationality: Mexican and American
Languages
Spanish:
Native/ Bilingual
Spanish:
Native/ Bilingual
English:
Native/ Bilingual
English:
Native/ Bilingual
French:
Limited
French:
Limited
Accomplishments
  • Recognized as Employee of the year for outstanding performance and team contributions in CertPro Internacional Lloyds Agency in 2020.
  • Led team to achieve goal for claims closed, earning recognition from upper management and financial reward in CertPro Internacional Lloyds Agency in 2020.
  • Created highly effective new strategy on claims first response procedures that significantly impacted efficiency and improved operations.
Activities and Honors
  • First place in the 2nd nationwide short story contest at the Anahuac University, Mexico (2014)
  • Speaker on a workshop on Stock Market Finances at the University of Guadalajara (2017)
  • Participant in the nationwide contest of an "Essay in Human Rights and Values" organized by the National Human Rights Org, Mexico (2018)
Certifications

State of California license for:

Limited Lines Automobile Agent

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Resume Overview

School Attended

  • Universidad Del Valle De Atemajac
  • Foothill College
  • Santa Clara High School

Job Titles Held:

  • Customer Sales Representative
  • Insurance Claims Adjuster
  • Accounting Intern
  • Associate

Degrees

  • Bachelor of Science , Finance
    Some College (No Degree) , Business Administration
    High School Diploma

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