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Edgardo
Customer Service Agent
Contacto
Competencias
Demonstrated experience with B2B Consultative Sales.
Demonstrated experience with Bancassurance.
Demonstrated experience with Negotiation and Sales Closing.
Demonstrated experience with Portfolio Management.
Demonstrated experience with ResultsnOriented.
Educación
Idiomas
Resumen
Customer Service Agent open to new opportunities
Experiencia
Customer Service Agent
Provided customer support in English regarding shipments, package status, and product policies.. Handled warranty, return, and package tracking requests.. Documented call details and resolutions in the system to ensure traceability and process compliance.. Explained company policies clearly, including shipping restrictions, warranty conditions, and delivery times.. Collaborated with logistics and support teams to resolve order issues.. Maintained high service quality standards and strong customer satisfaction indicators.
Sales Representative
Managed vehicle loan collections through English calls, offering payment solutions.. Explained financing terms, requirements, and rates to potential clients.. Communicated payment policies, late fees, and contractual consequences.. Coordinated with legal teams regarding legal collection processes.. Maintained accurate records of client interactions.. Achieved monthly targets in portfolio recovery and new credit generation.
Policy Issuance and Underwriting Officer
Issuance of new and financed policies using Salesforce and insurer platforms.. Management of direct and financed renewals.. Verification of client information according to regulatory requirements.. Handling policy cancellations and documentation tracking.. Submission of documentation to insurers and financial institutions.. Use of Microsoft Excel for reporting and policy tracking.
Technical Brokerage Officer
Managed client files and documentation sent to insurers and banks.. Led the 'Paperless Project' digitizing physical records with 65% completion.. Issued direct and financed policies and managed renewals.. Verified documentation according to internal and insurer policies.. Coordinated with the commercial team to ensure efficient underwriting processes.
Bancassurance Sales Executive
Managed SME and corporate client portfolios.. Offered insurance solutions including property, auto, group life, health, and bonds.. Analyzed business risks to recommend appropriate coverage.. Met and exceeded monthly and annual sales targets.. Applied AML compliance and internal banking regulations.. Prepared commercial performance reports.
Technical Brokerage Officer - Technical Dept
Managed and monitored end-to-end operational processes related to client files, policy issuance, renewals, and documentation.. Prepared monthly progress reports covering project milestones, results, and performance against objectives.. Planned and monitored administrative activities to ensure compliance with established deadlines and objectives.. Coordinated between technical and commercial departments to maintain operational continuity and efficiency.. Verified and controlled documentation in accordance with internal policies and established requirements.. Identified and monitored documentation-related issues to prevent process delays.. Maintained client files and prepared reports using Microsoft Excel.
Underwriting and Policy Issuance Officer – Technical Department
Managed processes and updated information using Salesforce and digital platforms, ensuring data accuracy and consistency.. Monitored renewals and operational activities in accordance with established deadlines.. Organized and prioritized workloads based on requirements, deadlines, and service-level expectations.. Provided operational support to achieve administrative and regulatory objectives.. Maintained a strong focus on operational quality, accuracy, compliance, and continuous process improvement.. Verified and managed documentation in accordance with internal policies and established requirements.. Identified and tracked documentation-related issues to prevent delays in operational processes.. Maintained records and prepared reports using Microsoft Excel.
Operations Management | Planning | Logistics | Process Improvement - United States, Canada, Mexico
Planned, scheduled, and coordinated domestic and international logistics operations according to customer requirements and established deadlines.. Coordinated daily shipments, carriers, customers, and suppliers to ensure operational continuity.. Scheduled shipments and assigned carriers based on availability, costs, and operational requirements.. Tracked and monitored logistics operations from initial planning through final delivery.. Monitored delivery timelines, service levels, and operational performance targets.. Identified and resolved operational issues in real time to minimize delays.