Estefany Lezama
Los Angeles
Summary
Dedicated Insurance Customer Service Specialist with expertise in client account management, complaint resolution, and data entry. Committed to enhancing customer satisfaction through effective communication and product knowledge.
Overview
11
11
years of professional experience
Work History
Insurance Customer Service Specialist
ACSC
Los Angeles
06.2021 - 03.2026
- Educated clients on coverage options and insurance terms.
- Resolved customer complaints through effective communication and problem-solving.
- Collaborated with underwriters to assess policy applications and risk factors.
- Performed data entry into various computer systems accurately and efficiently.
- Maintained up-to-date knowledge of all products, services, and promotions offered by the company.
- Conducted follow-up calls to ensure customer satisfaction with service provided.
- Participated in team meetings providing feedback on current processes or procedures.
- Resolved customer issues efficiently and effectively with a focus on first call resolution.
- Processed customer payments, issued refunds, and updated billing records accordingly.
- Processed insurance policy changes and updates accurately and efficiently.
Insurance Sales Agent
Fred Loya Insurance Company
Los Angeles
04.2015 - 05.2021
- Managed client accounts and ensured timely updates of personal information
- Maintained accurate records of client interactions and policy changes for compliance.
- Processed applications and paperwork related to policy issuance or renewal.
- Ensured that all required documents are properly filled out before submission.
- Rewrote and reinstated insurance policies, following underwriting and business rules.
- Performed administrative tasks such as updating databases, filing paperwork.
- Responded promptly to customer inquiries regarding product availability or pricing.
- Prepared and delivered detailed policy proposals and quotes to potential clients.
- Counseled prospects and policyholders on coverage, limits and regulations.
Education
High School Diploma -
Heritage College Ready Academy High School
Los Angeles06-2012
Skills
- Policy processing
- Customer relationship management
- Client account management
- Complaint resolution
- Customer education
- Product knowledge
- Data entry
- Conflict resolution
- Team collaboration
Languages
English
Native/ Bilingual
Spanish
Native/ Bilingual
Timeline
Insurance Customer Service Specialist
ACSC
06.2021 - 03.2026
Insurance Sales Agent
Fred Loya Insurance Company
04.2015 - 05.2021
High School Diploma -
Heritage College Ready Academy High School