Ana Perez Paulino

Ana Perez Paulino

About

Detail

Virginia, United States
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Timeline

work
Job
school
Education

Résumé

Jobs verified_user 0% verified
  • M
    Customer Service Representative & Sales Agent
    McMillan Insurance Agency
    Feb 2024 - Mar 2025 (1 year 2 months)
    • ◦ Handled over 60+ inbound/outbound calls daily regarding policies, billing, and coverage changes. • ◦ Maintained detailed, accurate records in CRM and processed updates efficiently. • ◦ Provided bilingual support to clients, increasing customer satisfaction and retention. • ◦ Resolved escalated issues and followed through on solutions to ensure client confidence.
  • L
    Customer Service Representative
    Lucy Florveus Allstate
    Mar 2023 - Jan 2024 (11 months)
    • ◦ Delivered policy servicing and updates to English- and Spanish-speaking clients. • ◦ Processed documents, account changes, and policy endorsements promptly. • ◦ Supported cross-selling efforts and team sales goals.
  • Family First Life
    Licensed Life Insurance Agent
    Family First Life
    Dec 2022 - Mar 2023 (4 months)
    • ◦ Assessed client needs and recommended appropriate life insurance coverage. • ◦ Guided clients through application and underwriting processes. • ◦ Built trust-based relationships that led to repeat client referrals.
  • V
    Customer-Facing Roles
    Various Restaurants & Retail Locations
    Jan 2017 - Jan 2022 (5 years 1 month)
    • ◦ Delivered fast, friendly, and accurate customer service in fast-paced environments. • ◦ Handled transactions, food service, reservations, and client interactions with professionalism.
Education verified_user 0% verified
  • P
    Property & Casualty License
    Mar 2023 - Current (3 years 4 months)
  • L
    Life Insurance License
    Dec 2022 - Current (3 years 7 months)
  • U
    Bachelor's in Architecture
    Utesa
    Jan 2011 - Jan 2016 (5 years 1 month)