Karla O'Daniel
San Jose,CA
Summary
Excellent communicator and dependable team player with strong understanding of insurance industry and customer service. Adept at building relationships with clients, brokers and other stakeholders while delivering outstanding service. Highly organized and detail-oriented with strong ability to identify potential risks and develop solutions.
Overview
13
13
years of professional experience
Work History
Insurance Broker
Farmers Insurance Exchange
05.2022 - Current
- Calculated quotes and educated potential clients on insurance options.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Sold car and life and home insurance policies to new and existing customers.
- Tracked progress of all outstanding insurance claims.
- Reported policy changes and company conditions affecting customer satisfaction.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Finalized sales and collected necessary deposits.
- Educated clients on insurance policies .
- Called potential clients to set up appointments according to mutual availability.
Bilingual Customer Service Representative
NPR Of America Inc
01.2020 - 12.2021
- Handled customer inquiries and suggestions courteously and professionally.
- Gained customer trust by providing knowledgeable and accurate information in both English and Spanish.
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
- Answered constant flow of customer calls with minimal wait times.
- Answered customer telephone calls promptly to avoid on-hold wait times.
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Responded to customer requests for products, services, and company information.
- Took and record orders for domestic and export customers.
- Provided shipping instructions to warehouse.
- Prepare invoices for return goods.
- Maintained effective relationship with customers, sales personnel and warehouses. provide sales support.
- Performed office duties entry, word processing
Instructional Assistant
Marion County Public Schools
08.2010 - 12.2019
- Provided support during classes, group lessons, and classroom activities.
- Provided support to help students with special needs learn and grow.
- Collaborated with other instructional assistants and teachers to provide comprehensive support to students and deliver instruction aligned with curriculum standards.
- Supported student learning objectives through personalized and small group assistance.
- Worked primarily as: Spanish interpreter for Spanish students and families
- Collated classroom materials to help teachers prepare for daily instruction and activities.
- Created lesson materials, visuals, and digital presentations to supplement lesson plans.
- Supported English Language Learners (ELLs) to deliver high-quality education for students learning English.
Education
Batcheler - Secretarial Studies And Office Administration
Commercial Secretary
Liceo Latino Guatemala10.1999
Skills
- Talented Salesperson
- Skilled Negotiator
- Prospecting Skills
- Property Insurance
- Policy Expertise
- Telephone skills
- Claims Reporting Systems
- Client Relations Expert
- Data entry
- Management
Languages
Spanish
Native or Bilingual
Timeline
Insurance Broker
Farmers Insurance Exchange
05.2022 - Current
Bilingual Customer Service Representative
NPR Of America Inc
01.2020 - 12.2021
Instructional Assistant
Marion County Public Schools
08.2010 - 12.2019
Batcheler - Secretarial Studies And Office Administration
Commercial Secretary
Similar Profiles
Jacob GreenleeJacob Greenlee
APD Specialist at Farmers Insurance ExchangeAPD Specialist at Farmers Insurance Exchange
Lauren FournierLauren Fournier
Lead Sales Associate at Farmers Insurance ExchangeLead Sales Associate at Farmers Insurance Exchange
Seth HarkenSeth Harken
Operations Execution Analyst at Farmers Insurance ExchangeOperations Execution Analyst at Farmers Insurance Exchange