Maria Lopez-Juarez
Crownpoint
Summary
Objective : To use my experience with assisting clients in navigating insurance policies and claims. To use my background in tax preparation and compliance. Utilize communication and problem-solving skills to resolve customer issues efficiently. Enhances customer satisfaction through thorough policy understanding and effective support.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Agency Service Representative
Progressive Insurance
05.2021 - 08.2025
- Received incoming phone calls at call center rate. (Dual Languages)
- Politely handled customer's inquiries about their commercial vehicle insurance, such as : COI's, endorsements, quotes, etc.
- Maintained comprehensive knowledge of company products and services, ensuring accurate information was relayed to customers at all times.
- Accepted payments and updated accounts with latest information.
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Increased customer retention with exceptional interpersonal skills and proactive problem-solving abilities.
Tax Professional
H&R BLOCK
10.2016 - 04.2021
- Interviewed Clients and Gathered Financial Information.
- Made calculations such as addition, subtraction, multiplication, division, percentages and fractions.
- Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities.
- Managed the receptionist area, with general office duties. Greeting visitors and responding to telephone and in-person requests for information.
- Completed and filed Form 1040 returns with tax departments at local, state, and federal levels.
Customer Service Representative
JUST ENERGY
07.2014 - 09.2015
- Received incoming phone calls at call center rate. (Dual Language)
- Politely handled customer's Electrical billing and payments.
- Sent orders for Reconnects or Disconnects.
- Accomplished customer satisfaction, through QA monitoring.
Customer Service Representative II
RANDSTAD
09.2012 - 05.2013
- Received incoming phone calls at call center rate. (Dual Language)
- Politely handled customer's Annual Enrollment into their Health Benefits and DV.
Customer Service Representative
FIRST DATA
06.2010 - 10.2012
- Received incoming phone calls at call center rate. (Dual Language)
- Politely handled customer's Collection's billing and payments. Processed payment over the phone.
Education
Tax Specialist - Taxation
Block Academy
Porter, TX10-2015
High School Diploma - undefined
Bowen High School
Chicago, IL01.2004
Skills
- Spanish Language
- Serving
- Client communication
- Microsoft Word
- Powerpoint
- Office experience
- Insurance Knowledge
- Adaptability
- Computer literacy
- Customer satisfaction improvement
- Typing 30wmp
- Microsoft Office
- Phone reception / call center
- SharePoint
- Active listening
- Filing
- Communication skills
- Cash handling (3 years)
- Customer retention
- Organizational skills
- Windows
- PowerPoint
- Professional development
- CRM software
- Microsoft Outlook
- Customer service
- Tax experience
- Attention to detail
- De-escalating calls
- Schedule management
- Clear language communication
- Tax return processing
- Time management
- Driving (20 years)
- Office management
- Tax law
- Bi-lingual English/Spanish
- Microsoft Office proficiency
- Excel spreadsheets
- Administrative tasks
- Remote ( WFH ) Experience
Affiliations
- Lakewood Church Choir (English and Spanish )
- October 2010 to 2021
Certification
- Tax Specialist Certification
- October 2016 to 2021
Languages
Spanish - Fluent
Native or Bilingual
Interpretation
Native or Bilingual
Timeline
Agency Service Representative
Progressive Insurance
05.2021 - 08.2025
Tax Professional
H&R BLOCK
10.2016 - 04.2021
Customer Service Representative
JUST ENERGY
07.2014 - 09.2015
Customer Service Representative II
RANDSTAD
09.2012 - 05.2013
Customer Service Representative
FIRST DATA
06.2010 - 10.2012
High School Diploma - undefined
Bowen High School
Tax Specialist - Taxation
Block Academy
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