This is my profileContact via CazVidMaria
Customer Service & Administrative Professional with 5+ years in legal, insurance, and property sectors
Contact
Competencies
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.
Strong communicator with experience in empathetic consultations and client relationship management.
Education
Languages
Summary
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.
Key Achievements
- Handled client communication and verified details at a law firm's call center, ensuring compliance and confidentiality.
- Generated leads and processed multi-coverage insurance policies for transportation sector clients, maintaining policy retention.
- Managed office operations, coordinated property inspections, and supported client-agent matching at a real estate firm.
Experience
FLCT & Case Consultant
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...
Licensed Insurance Agent (P&C)
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...
Administrative Assistant
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.