Melissa Castro
@melissacastro
Experienced bilingual insurance agent and customer service professional focused on client retention.
What I'm looking for
I am an insurance agent and customer service professional with 10+ years of experience in client relations, administrative support, and account management. I hold Property & Casualty and Life insurance licenses and I am bilingual in English and Spanish.
Throughout my career I have worked in insurance services, property management, call centers, retail, and administrative roles, where I improved customer retention, streamlined operations, and maintained accurate records using tools like Yardi, QuickBooks, and Microsoft Office.
I deliver exceptional service both over the phone and in person, build lasting client relationships, and provide clear guidance on policies, coverage options, and claims—bringing dependable, detail-oriented support to employers and clients.
Experience
Work history, roles, and key accomplishments
Insurance Agent
Elizabeth’s Insurance Services
Dec 2024 - Present (1 year 2 months)
Manage and retain client accounts by monitoring due dates and cancellations, provide policy guidance and claims support, and build lasting client relationships to improve retention.
Seasonal Operations Assistant
OnTrac Logistics
Dec 2021 - Jan 2022 (1 month)
Resolved shipping discrepancies and updated package records using Fastrac, assisted customers by phone and in-person, and coordinated with drivers and vendors to route packages efficiently.
Customer Service Associate
JCPenney
May 2018 - Apr 2020 (1 year 11 months)
Provided front desk reception and appointment scheduling in Meevo, processed payments and cashier transactions, and maintained salon inventory and client support across the store.
Administrative Assistant
Atlas Properties
May 2017 - Apr 2018 (11 months)
Managed front desk operations and tenant/vendor communications, maintained Yardi database and lease records, and processed rent payments ensuring documentation compliance.
Accounts Payable Clerk
Global Plastics Inc.
Sep 2014 - Apr 2017 (2 years 7 months)
Managed accounts payable including invoice processing and payment tracking, assisted logistics with purchase orders and bill of lading documentation, and supported supply management.
Customer Service Representative
The Press Enterprise
Jan 2013 - Sep 2014 (1 year 8 months)
Worked in a call center resolving delivery issues and account problems, retained customers by addressing complaints, and sold newspaper subscriptions and digital upgrades.
Front Desk Receptionist
Argosy University
May 2012 - Jan 2013 (8 months)
Assisted students with requests, scheduled appointments, filed student documentation, and prepared faculty correspondence to support administrative operations.
Photographer
Lifetouch Prestige Portraits
Jul 2011 - Oct 2011 (3 months)
Captured student ID and yearbook photos at schools, coordinated with school administration, and managed photography equipment and setup.
Education
Degrees, certifications, and relevant coursework
March Mountain High School
High School Diploma, General Studies
High School Diploma from March Mountain High School in Moreno Valley, CA.
Moreno Valley College
Business Administration
Completed coursework in Business Administration at Moreno Valley College.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Job categories
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