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Click here or scroll down to respond to this candidateCandidate's Name
Street Address
Email: EMAIL AVAILABLE cell: PHONE NUMBER AVAILABLEInsurance agent with versatile skills and development, excellent Customer Service Etiquette, workflow scheduling, planning and time management, fluent in Spanish and English.WORK EXPERIENCELife Insurance SpecialistMedrano Agency LLC (Allstate Insurance) Dallas, Tx (July 2018 Current)Conduct a needs analysis for clients to determine their life insurance needsWrite Life Insurance ApplicationsAssist Case Managers in the Underwriting ProcessServed as a Coach to generate leads and train new hiresLibrary ClerkIrving ISD (Lady Bird M.S.) Irving, Tx (September 2022 February 2024)Updating databases and filesSorting and shelving booksMaintaining records and sending overdue noticesChecking in and out various library materialsAssisting students in locating books and/or placing materials on holdSubstitute a class as needed and serve as the Receptionist in front office to green and answer phoneSupervised studentsInsurance Agent BrokerAmerilife of Texas LLC Irving, Tx (February 2022 June 2022)Assisted seniors with presenting and enrolling them with Medicare health related products and wrote financial plans (Annuity)Participated in Senior Center EventsOutbound calls using a Phone Burner Automatic DialerLife Insurance SpecialistAmerican Income Life Insurance, Arlington, Tx (October 2016 to June 2018)Outbound calls to schedule appointments to in force life insurance policy holders and referrals to deliver supplemental benefits and conduct a Final Needs AnalysisFollowed up with existing life insurance policy holders to review plans; wrote new policies for additional coverage.Promoted to Supervisor to train new Agents in the FieldOffice ManagerStarlex Home Health Services, Mesquite, Tx (February 2016 to October 2016)Administered general office dutiesMaintained electronic filing and record-keeping systems using EMR software for patients recordsPayroll and coordinated work schedules for the nurses in the fieldFront Office CoordinatorInjury One Clinic - Dallas, Tx (March 2015 to February 2016)Front Desk check in/out; greet and meet patients; answered phoneScheduled appointmentsProcessed refill medication requestsBack up to Medical Assistant to check patient vitals and served as a Spanish TranslatorMaintained Office InventoryProcessed Medical Record RequestsAppointment SchedulerCatalinas Cleaning Service Dallas, Tx (September 2013 to March 2015)Scheduled appointments for estimatesBooked house cleaning jobsTransported Housekeepers to and from jobs as neededInspected cleaning jobsInventory/Purchasing SuppliesEDUCATION /CERTIFICATIONS/LICENSESCertification - Medical Office AssistantPCI Health Training Center - Dallas, TX Graduated 08/2012Public Notary in TexasNimitz High School Diploma - Irving, TXP&C/Life & Health License in Texas2023-2024 FFM Certification to sell ACASKILLS Bilingual in Spanish and English Time Management Reports and document preparation Proficiency in MS Office (Word, Excel, Outlook) Data Entry, Customer Service Typing and 10 Key by Touch Word Processing, Spreadsheets Telephone Skills, Office Support, Customer Service Filing, Attention to Detail, Payroll Outstanding verbal and written communication skills Strong work ethics and team player |
