Experienced Customer Service/Sales Representative with over 5+ years of experience in taking calls, insurance inquiries, and customer care. Seeking to advance my career by using my proven skills of empathizing and servicing new and lifelong customers.
Overview
1
1
Language
1
1
Certification
7
7
years of professional experience
Work History
Claims Coordinator
Collectors Universe
Santa Ana, CA
08.2025 - Current
Received, reviewed, and processed payment requests to ensure accurate and timely disbursements.
Draft and send settlement/release agreements.
Accurately maintain insurance logs.
Maintain detailed and accurate records of claim activities, correspondence, and decisions.
Provided timely updates on payment statuses to enhance communication and transparency for stakeholders.
Provide exceptional internal customer service by addressing inquiries and concerns.
Collaborated with internal stakeholders to efficiently process payment requests, ensuring customer satisfaction.
Accounting Cash App Clerk
Collectors Universe
Santa Ana, CA
01.2024 - 08.2025
Assisted customers with accurate and timely payments over the phone, email, and physical check (PSA, PSA/DNA, and PCGS)
Securing customer payments by contacting the customer via email and phone
Troubleshooting problem orders and accounting holds
Preparing daily bank deposits by use of scanner and subsequently posting to the appropriate customer order
Processing customer credit card payments in accordance with company policy
Assist with Slack channels related to appropriate departments to ensure customer payments are processed in a timely manner
Insurance Service Representative II
Schools First Federal Credit Union
Tustin, CA
12.2021 - 05.2023
Developed and created new policies for Members GAP, MRC, and PSP
Pulled reports via Excel to locate missing contracts GAP/MRC
Filed claims for GAP, MRC, and PSP
Served all existing GAP, Mechanical Repair Coverage, and Payment Shield Plus Policies
Lead Ambassador for multiple branches regarding protection products
Trained specialist for all protection products
Reamortized existing loans to fulfill plan cost for protection products
Posted claim benefits to existing loans and credit cards
Insurance Service Representative
Schools First Federal Credit Union
Tustin, CA
07.2021 - 12.2021
Monitored all incoming mail by organizing and scanning into an operations folder
Supervised Insurance Email inbox for the department and insured all requests were assigned to the appropriate destination in a timely manner
Managed incoming faxes, daily operations, and voicemails within the system.
Performed maintenance tasks that included following up with members regarding delinquent policies, past due policies, process adjustments, and recommended options regarding billing
Service Delivery Representative II
Schools First Federal Credit Union
Tustin, CA
05.2019 - 07.2021
Assisted members with personalized service over the phone
Perform service recovery for various member situations
Reviewed current promotions, products, and services that best align with the members’ needs and financial goals
Assessed memberships to identify account complications through research and use of resources
Processed domestic outbound wire transfers for members
Coached new hires by shadowing their calls, providing tips, and feedback on how to better serve members to instill Credit Union Culture
Education
Diploma -
Santa Ana High School
Santa Ana, CA
06-2015
Skills
Microsoft Office
Navision
Salesforce
Slack
Grading
Excel
Outlook
Powerpoint
Publisher Word
Symitar
Springboard
AMS 360
FSCrater
Certification
California Department of Insurance: License #OM92927 – Exp: 4/30/2021