Anita Perez

Serviced customers through inbound and outbound calls and emails, handling new and existing policies. Underwrote risks across all 50 states, ensuring compliance with company and state guidelines. Assisted agents and policyholders with website technical issues and supported new employee training.

Oversaw the management of 7 offices, 7 managers, and up to 24 agents in Central Texas. Organized weekly sales reports, trained new employees, and cross-trained agents to increase revenue. Performed weekly office and underwriting audits, ensuring compliance and accuracy.

Managed daily office operations, including safe audits, money distribution, and bank deposits. Processed new loans, made courtesy calls for payments, and followed up on delinquent loans. Managed a staff of 14, including 5 managers and 9 customer service representatives, providing coaching and training.

Managed five offices, five managers, and up to 15 agents in Central Texas, organizing weekly sales reports and training new employees. Cross-trained agents to sell additional products, increasing revenue in some offices by 50%. Performed weekly office and underwriting audits, ensuring all policies were accurately written and documented.

Managed incoming and outgoing correspondence, including mail, email, and faxes, and handled all bank deposits. Processed confidential income tax form information and eliminated outdated records. Identified prospective customers through lead generation and cold calling, averaging 60 calls per day.