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Mateo

Sales & Customer Service Professional with 8+ years in Insurance, Banking & Hospitality

Contact

Medellín, Antioquia, Colombia
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Competencies

Customer Relationship ManagementAdvanced

Leveraged CRM software to track leads, manage client interactions, and improve sales efficiency.

Sales Target AchievementAdvanced

Consistently exceeded sales targets by offering customized insurance and service packages.

Customer Support & ServiceAdvanced

Provided high-quality support across banking, healthcare, and hospitality industries, handling inquiries and troubleshooting.

Appointment & Reservation ManagementIntermediate

Scheduled, confirmed, and coordinated appointments and group reservations ensuring smooth operations.

Medical & Language InterpretationIntermediate

Translated medical and patient information, facilitating effective communication between healthcare providers and patients.

Education

High School Diploma
Beth Shalom Gimnasio Campestre
Completed December 2019

Languages

Spanishnative
EnglishC2– 100%

Summary

Experienced in insurance, banking, healthcare, and hospitality sectors, with a focus on client relations, sales, and operational excellence.

Key Achievements

  • Developed tailored insurance solutions for SMB clients, maintaining strong client relationships.
  • Consistently exceeded sales targets through customized packages and exceptional service at Allegiant Insurance.
  • Managed high inbound/outbound call volumes in banking and healthcare sectors, ensuring KPI adherence.

Experience

Sales representative

1st Allegiant Insurance
April 2020 - April 2021

Developed and maintained strong relationships with small and medium-sized business clients, providing tailored insurance solutions., Consistently exceeded sales targets by offering customized insurance packages and providing exceptional customer service., Utilized CRM software to track leads,...

Customer service representative

Teleperformance S A S - Capital One
May 2021 - April 2022

Provided high-quality customer support for U.S. banking and fintech clients, handling inquiries related to accounts, transactions, and financial products., Assisted customers with online banking services, payments, credit applications and fraud prevention measures and services., Managed a high...

Customer service representative

Concentrix Management S A S – Summit Health
April 2022 - November 2022

Scheduled and confirmed appointments for internal medicine specialists, ensuring efficient calendar management., Assisted patients with insurance verification and eligibility checks, ensuring compliance with healthcare regulations., Maintained accurate patient records in electronic health systems...

Medical Interpreter

Interactive Contact Center BPO
November 2022 - May 2023

Translate between patient and doctor, taking notes of visual and vocal cues so that they can better understand the patient’s concerns, symptoms, or medical history., Responsible for people to experience the target language as seamlessly as if it were the source language.

Technical Support Specialist

TTEC Holdings Colombia Inc. – Verizon
May 2023 - November 2023

Provided technical assistance for U.S. customers regarding mobile devices, network issues and service plans., Managing incoming calls and customer service inquiries, generating rapport from empathy and willingness that leads to the development of new, loyal customers., Assisted customers with...

Global Contact Center Executive

Minor Hotels – Hoteles Royal S.A.
January 2024 - November 2024

Successfully managed group reservations across a European hotel chain, ensuring seamless coordination between departments and delivering tailored offers to clients., Maintained direct communication with travel agencies and individual clients, monitoring procedures to prioritize client satisfaction...

Skills

Customer Relationship ManagementSales Target AchievementCustomer Support & ServiceAppointment & Reservation ManagementMedical & Language Interpretation
Published on CazVid - May 17, 2026
Contact Mateo