Jocelyn Salgado
Berwyn
Summary
Proven expertise in insurance products, service and customer needs. Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day. Identifies and resolves concerns while promoting new products and meeting sales objectives.
I am a person who is good at any task I make sure that the task is done on time and don’t how it’s supposed to be. I always make sure people are satisfied with my work and if anything is incorrect I go out my way to fix the problem immediately. I am also a very fast learner
Skilled insurance agent with focus on customer service and policy management. Experience includes building client relationships, advising on coverage options, and maintaining up-to-date knowledge of industry changes. Strong problem-solving skills combined with ability to negotiate successfully have consistently contributed to team success. Noted for bringing creative solutions to complex situations in past roles.
Overview
9
9
years of professional experience
2018
2018
years of post-secondary education
Work History
Insurance Agent
Amigo Insurance
Cicero
05.2024 - Current
- Assisted clients in selecting appropriate insurance policies based on needs.
- Explained policy terms and conditions clearly to clients for better understanding.
- Processed insurance applications and maintained accurate records of client information.
- Provided ongoing support to clients regarding claims and policy adjustments.
- Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
- Maintained accurate records of all insurance transactions using computer software systems.
- Developed relationships with new clients through cold calling and referrals from existing customers.
- Engaged customers and provided high level of service by carefully explaining details about documents.
- Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
- Explained coverage options to potential policyholders, answering questions or concerns.
- Contacted underwriters and submitted forms to obtain binder coverage.
Customer Service Representative
PLS Check Cashers
Chicago
10.2023 - 04.2024
- Assisted customers with check cashing and payment processing tasks.
- Resolved customer inquiries through effective communication and problem-solving skills.
- Maintained accurate records of transactions and customer information securely.
- Collaborated with team members to enhance customer service experience daily.
- Managed cash drawer and balanced transactions at the end of each shift.
- Trained new staff on customer service protocols and operational procedures effectively.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Remained calm and professional in stressful circumstances and effectively diffused tense situations.
- Developed strong customer relationships to encourage repeat business.
- Assisted customers with product selection, ordering, billing, returns, exchanges and technical support.
- Maintained detailed records of customer interactions, transactions and comments for future reference.
- Informed customers about billing procedures, processed payments, and provided payment option setup assistance.
Shipping Clerk
POWERSTOP LLC
Country Club Hills
11.2022 - 04.2023
- Processed incoming shipments and verified accuracy of received items.
- Maintained accurate inventory records using warehouse management software.
- Organized and labeled products for efficient storage and retrieval.
- Inspected outgoing packages for proper labeling and packaging standards.
- Ensured that all outgoing items were properly labeled with correct information such as destination addresses, weight limits.
- Directed warehouse team in stocking merchandise, pulling orders and setting up loads.
- Utilized various computer systems to track shipments throughout their journey from origin to final destination.
Sales Associate
Royale prestige
Berwyn
10.2016 - 09.2019
- Assisted customers in selecting products and provided detailed product knowledge.
- Maintained store appearance by organizing displays and ensuring cleanliness.
- Handled customer inquiries and resolved issues promptly to enhance satisfaction.
- Developed strong relationships with customers to encourage repeat business.
- Helped customers find specific products, answered questions, and offered product advice.
- Greeted customers and provided exceptional customer service.
- Worked with fellow sales team members to achieve group targets.
- Restocked shelves as needed to ensure sufficient inventory levels.
Cashier
Honey Baked Ham
Villa Park
10.2018 - 04.2019
- Processed customer transactions accurately and efficiently at busy service counter.
- Provided exceptional customer service to enhance shopping experience for patrons.
- Managed cash register operations, including handling cash and electronic payments.
- Maintained cleanliness and organization of the checkout area throughout shifts.
- Collaborated with team members to ensure smooth workflow during peak hours.
- Operated cash register efficiently and accurately, processed payments by cash, check, credit card, gift card or automatic debit.
- Accepted cash and credit card payments, issued receipts and provided change.
- Greeted customers and answered any questions they had about the store's products and services.
- Performed other duties as assigned by management.
- Stocked shelves with merchandise when needed.
- Helped customers find specific products, answered questions, and offered product advice.
- Assisted customers with product inquiries and recommendations on menu items.
Education
Morton West High School
Berwyn, IllinoisSkills
- Policy selection
- Claims processing
- Application management
- Customer engagement
- Customer relationship management
- Problem solving
- Effective communication
- Attention to detail
- Time management
- Training staff
- Team collaboration
- Sales techniques
- Auto insurance
- Policy renewals
- Professionalism and ethics
- Client retention
- Leads prospecting
- Upselling
- Customer service
- Transaction processing
- Record keeping
- Conflict resolution
- Sales strategy
Languages
English
Native/ Bilingual
Spanish
Native/ Bilingual
Timeline
Insurance Agent
Amigo Insurance
05.2024 - Current
Customer Service Representative
PLS Check Cashers
10.2023 - 04.2024
Shipping Clerk
POWERSTOP LLC
11.2022 - 04.2023
Cashier
Honey Baked Ham
10.2018 - 04.2019
Sales Associate
Royale prestige
10.2016 - 09.2019
Morton West High School