Experience

Employee Benefit Advisors, Inc

• Insurance
• 1 - 100 Employee

• Account Executive

  • Jun 2019 - Present

  Norman, Oklahoma, United States



Colonial Life

• 1 - 100 Employee

• Insurance Agent

  • Feb 2018 - Present

  Oklahoma City, Oklahoma Area Employee Benefits



CSAA Insurance Group, a AAA Insurer

• United States
• Insurance
• 700 & Above Employee

• Service Agent

  • Oct 2016 - Present

  Oklahoma City, Oklahoma Area



Financial Lines Advisory Group (FLAG)

• (E&O) Claims Attorney

  • Sep 2012 - Present

  Key member of the Claims team. Professional Liability, Medical Malpractice cases. • Examined files or documents to obtain pertinent information for each case; • Maintained insurance records, reports & files; • Recommended claim action; • Provided customer service; • Reviewed Insurance Policies to determine appropriate coverage.



Farmers Insurance

• United States
• Real Estate
• 100 - 200 Employee

• Customer Sales Representative

  • Feb 2014 - Sep 2016

  CSR with a positive and professional service to all current clients. Retention and Marketing. • Generate quotes and follow up each of them until sale is made; • Assist client’s questions; up-sell; cross-sell and even take care of the initial sale when new clients call for quotes; • Verify the customer’s coverage and deductible amounts for the vehicle involved on a claim and communicates the information to the customer; • Review customer insurance information; • Set sales goals… Show more CSR with a positive and professional service to all current clients. Retention and Marketing. • Generate quotes and follow up each of them until sale is made; • Assist client’s questions; up-sell; cross-sell and even take care of the initial sale when new clients call for quotes; • Verify the customer’s coverage and deductible amounts for the vehicle involved on a claim and communicates the information to the customer; • Review customer insurance information; • Set sales goals and objectives with a marketing plan. Show less



RSA Insurance Group

• Singapore
• Public Relations and Communications Services

• Claims Attorney

  • Oct 2009 - Sep 2012

  Member of the Loss team, which consisted of 55 individuals. Improved response times to customers as well as the prominent reduction in the number of claims per month by 20%, due to constant legal advice given to the Loss department. • Organized and worked with detailed office or warehouse records, using databases to enter access, and retrieve data; • Reviewed insurance policy to determine equitable coverage; • Processed claims for payment or further investigation.



SAGAMA COMMERCIAL GROUP

• Head of the Legal Department

  • Jul 2009 - Oct 2009

  SAGAMA is a Construction Company who had more than 10 Condos for sale in Mexico City. My job was get all the legal documents and the city licenses before the Condo was built. Set the legal terms on the purchase agreement and follow up until the client receive the title.



VRC Legal

• India
• Legal Services

• Lawyer

  • Jan 2009 - Jun 2009

  VCR was a broker for an Collections Company, most of the credits were Home Loans. I was part of the Legal Department.