Jasmine Sanchez
McFarland
Summary
Results-driven insurance professional with 7 years of experience as a Insurance Service Representative in a fast-paced, goal oriented environment. Skilled in customer relationship management, cross-selling, conflict resolution, and supporting team performance while consistently meeting individual goals. Experienced in handling escalated customer concerns, assisted management with daily operations, supporting the team, and maintaining high customer satisfaction. Strong background with communication, admin support, payment processing, and multitasking with proven ability to build client relationships and contribute to overall business success.
Overview
8
8
years of professional experience
Work History
SR Insurance Service Representative
AAA
Bakersfield, CA
10.2024 - Current
- Promoted from Insurance Service Representative II to Insurance Service Representative III based on strong performance, leadership, and customer service excellence.
- Assisted with escalated customer interactions and manager check-ins by helping address complex or dissatisfied customer concerns professionally.
- Assisted with managerial duties during leadership absences to help maintain smooth daily operations and team support.
- Serve as a support resource for fellow Insurance service representatives to help the team meet performance and sales goals while consistency achieving individual goals.
Insurance Service Representative I & II
AAA
Bakersfield, CA
02.2019 - Current
- Assisting customers with insurance policy questions, billing inquiries, and coverage changes.
- Maintained accuracy and efficiency while managing a high volume of customer inquiries and policy updates.
- Consistently met or exceeded individual performance goals, including add ons, Linas, PMIDs, and Credit Cards.
- Actively contributed to team goals by maintaining high-quality service while meeting assigned production targets.
- Assisted with cashier duties by processing customer payments accurately and efficiently while working toward individual performance and sales goals.
Tax Preparer Assistant
A&A Tax Services
Bakersfield, CA
12.2017 - 05.2018
- Conducted outbound follow-up calls with clients regarding tax preparation inquiries, documentation, and appointment reminders.
- Assisted with online marketing efforts to help promote services and increase client engagement
- Processed paperwork and maintained organized client files with accuracy and confidentiality.
- Provided administrative and customer service support in a fast-paced tax preparation environment.
- Maintained professionalism and strong communication while handling sensitive customer information.
Education
Bachelor of Science - Public Health
California State University Fresno
Fresno, CA05-2015
Skills
- Customer Service
- Cross-Selling & Upselling
- Relationship building/retention
- Insurance policy knowledge
- Pepsc, AIP, HUON, Salesforce & Genyses skills
- Goal & Performance driven
- Communication Skills
- Time Management
- Follow ups
Languages
Spanish
Native or Bilingual
Timeline
SR Insurance Service Representative
AAA
10.2024 - Current
Insurance Service Representative I & II
AAA
02.2019 - Current
Tax Preparer Assistant
A&A Tax Services
12.2017 - 05.2018
Bachelor of Science - Public Health
California State University Fresno