Roberto Saucedo Email & Phone Number

United States

Orange County, California Area

- Average serving 20 Members per day (surpassing the department average of 17), via phone inquiries and walk-in visits to update their auto & home policies, along with providing expert advice on the insurance policy coverage- Provided exceptional customer service, thus assisting our Insurance Department in achieving an overall excellence score of 92% (company average was 85.5%) for March 2019, by serving as a “trusted advisor” (going over their policies in detail) and doing follow-up correspondence to our Members to ensure satisfaction- Improved business retention by reviewing policies to ensure Members were obtaining the best rate with our A+ rated carriers, thus retaining 88% of our policies

Cerritos, Ca

- Worked in a busy call center handling high-volume calls of about 30-35 calls/day, exceeding the department average- Address client service inquiries (policy changes, billings inquiries, policy reviews) and provide first-call resolutions to complaints conveyed- Provide accurate information to clients regarding policy inquiries and processed requests to update policies, with regards to the various lines of insurance we offer (homeowner, auto, and recreational vehicle policies) - Named Top Customer Service Representative for September 2016, by exceeding in all key performance areas (number of phone calls taken, policy enhancements, and new line leads)

Anaheim, Ca

- Supported management in designating daily assignments to underwriting staff ensuring efficient work flow, resulting in reduction of work backlog by 70%- Underwrite new business & renewal business, and process endorsements- Categorize and calculate risk to authorize or deny coverage accordingly- Examines vehicle information on new policies, to determine rating information and calculate the correct premium- Determines the premium due on active policies, in order to direct bill for accurate amount

Brea, Ca

-Initiates underwriter approval on new and existing business and declined policies that did not meet Company guidelines-Averages 421 phone calls per month, above the underwriter average of 397, ranging from inquiries on Company procedures, practices, and philosophy-Provides technical troubleshooting agents/brokers with regards to the companies computer system, allowing them to properly analyze new & existing accounts and determine the necessary rate-Maintains open communication with the support staff by actively listening and providing guidance on agent inquiries-Ranks in the top 10 in total points/production for the state of California, #1 overall for department-Proactively completes assignments within 1-2 days better than average timeframe to ensure client/customer satisfaction-Increased audit scores by 16% points from previous year

Washington D.C. Metro Area

-Organized and provided evidence from special agents and law enforcement officers in a timely manner-Developed transcripts from tape-recorded conversations which were vital to complex criminal trial-Assisted U.S. Attorney's on "discovery" motions (organized a high-volume of evidence in an efficient manner)-Frequently visited U.S. District Court and obtained information on related cases-Worked directly with FBI special agents in coordinating investigations

Anaheim, Ca

-Effectively coordinated a store operations stock team at a busy location in order to ensure quality performance-Ensured that store locations are equipped with the appropriate amount of merchandise stock to meet sales goals-Received and verified early-morning merchandise shipments

Irvine, Ca

-Assisted the professor in classroom activities during a residential program at UC Irvine-Responsible for coordinating study sessions after class to ensure student success

Bachelor Of Arts, Political Science

Associate Of Arts, Liberal Studies