Yareli Martinez
Escondido
Summary
Dynamic Office Manager with extensive experience at Fiesta Auto Insurance, excelling in customer retention strategies and tax preparation. Proven track record in enhancing workflow efficiency and delivering exceptional customer service. Adept at educating clients on auto insurance policies while effectively resolving issues, ensuring a seamless claims process and high client satisfaction.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Office Manager
Fiesta Auto Insurance
Chula Vista
10.2018 - Current
- Assessed client needs to recommend optimal auto insurance policies.
- Educated clients on coverage options and policy specifics.
- Processed applications, endorsements, cancellations, and renewals with precision.
- Provided in-depth explanations of coverages, exclusions, and limits.
- Led team in implementing strategies to enhance workflow efficiency.
- Enforced service standards while resolving customer issues effectively.
- Completed daily opening, closing, and shift change functions to uphold operational standards.
- Prepared and filed federal and state tax returns for various clients.
FNOL
Anchor General Insurance
San Diego
08.2021 - 05.2022
- Processed claims accurately using internal software systems to ensure efficiency.
- Provided customer service to policyholders, addressing inquiries or concerns regarding auto claims.
- Assisted customers in filing auto claims and delivered timely updates on claim status.
Education
High School Diploma -
Orange Glen High School
Escondido 06-2018
Skills
- Customer retention strategies
- Tax preparation expertise
- Verbal and written communication
- Call center operations
- Customer service excellence
- Auto insurance knowledge
Certification
- Personal Lines
- PTIN and CTEC
Languages
Spanish
Native/ Bilingual
References
References available upon request.
Timeline
FNOL
Anchor General Insurance
08.2021 - 05.2022
Office Manager
Fiesta Auto Insurance
10.2018 - Current
High School Diploma -
Orange Glen High School
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