Sayra Menera Email & Phone Number

Modesto, Ca, Us

Adapting my communication style to effectively interact with our diverse customer base, ensuring clear and concise communication at all timesUpholding a high level of attention to detail in all interactions to ensure accuracy and proper verificationResolved customer complaints and escalated complex issues to appropriate departments for further investigation and resolutionProvided exceptional customer service and education to clients calling in with inquiries about their 401(k) and different retirement plansAddressed a high volume of calls daily, efficiently handling inquiries regarding plan and website features, , account balances, and transactionsFamiliarity with call center software and CRM systems for efficient call handling and data managementAssisted participants with website access, password resets and website navigation

Merced, California, United States

Answered and directed phone calls, took messages, and responded to inquiries as neededMaintained and updated customer files, including name or address changes, or mailing address updatesMonitor customer accounts for overdue payments and follow up on outstanding balancesPerformed collection procedures on delinquent customer accounts Collected revenue by notifying customers of insufficient payments and delinquent accountsPrepared and sent invoices to customersProcessed receipts to accurately reflect balances for customer accountsNegotiated payment terms with customers to ensure timely collection of payments

Merced, California, United States

Represented Farmers Insurance as a sales producer under the agent of record Processed personal lines and commercial insurance transactions. Educated new and existing customers on Farmers insurance policies and coverage, making sure to to properly explain product Ensured customer retention by monitoring customers individually to make sure they had the best coverage for their assets Followed up on leads as well as cross-selling to existing clients Assisted customers with any questions they had regarding their policy or billing Handled bank deposits and ran reports of payments for each day, making sure all numbers were correctWorked with multiple loan officers in assisting with a loan closing by providing home insurance for the customerAssisted client with filing of claims; Followed up with adjuster for updates regarding claims status Processed and prepared evidence of insurance or endorsement forms and provided to mortgagees and lienholdersImplemented marketing strategies in order to acquire new customersPlanned events with local real estate agents in order to expand business network

Turlock, California, United States

Managed one of five multiservice insurance offices while managing 1 other employee Provided auto insurance with over 40 different broker insurance companies Processed DMV vehicle transactions (AVRS system’) such as vehicle registration, vehicle transfer, PNO registration, etc, making sure all required documentation was obtainedOffered unemployment benefits application assistanceAssisted customers with U-Haul rentals and servicesManaged rentals and inventory Prepared rental invoices and accepted equipment returned from rentalDocumented and filed paperwork for different services digitally with CRM Agency Matrix & Dropbox Made sure all transactions & deposits from the day before were correct while attending clients, making them a priority.