Pedro Camino
@pedrocamino
Dynamic bilingual financial professional with over eight years of experience.
What I'm looking for
I am a dynamic and bilingual financial professional with over eight years of diverse experience in insurance, financial services, sales, and claims management. My career has been marked by a proven track record in developing tailored financial plans, driving customer retention, and increasing revenue. I excel at building strong client relationships, leading with empathy, and executing solutions that balance regulatory compliance with business results. My efforts have been recognized through top-tier accolades, including New York Life’s Centurion and Executive Council honors.
At New York Life Insurance Company, I served families and small businesses by providing life insurance and comprehensive financial planning strategies. I developed customized financial plans, built referral-based networks, and exceeded $1.2M in annual premium within 18 months. My experience as an Independent Claims Adjuster allowed me to handle property claims efficiently, closing over 200 claims with a turnaround 30% faster than the national average. Currently, I work at Charles Schwab, where I resolve complex financial advisor inquiries and have achieved a 92% First Call Resolution rate, boosting satisfaction scores significantly.
Experience
Work history, roles, and key accomplishments
Advisor Services Representative
Charles Schwab
Jan 2024 - Present (1 year 8 months)
Tasked with resolving complex financial advisor inquiries in a high-volume environment. Applied EDGE conversation framework, led issue resolution end-to-end.
Licensed Agent
New York Life Insurance Company
Jan 2020 - Present (5 years 8 months)
Served families and small businesses by providing life insurance and comprehensive financial planning strategies. Developed customized financial plans including retirement, college savings, and income protection.
Customer Service Representative
Sedgwick Claims Management
Jan 2018 - Present (7 years 8 months)
Acted as liaison between associates and Walmart during claims process. Streamlined documentation and focused on single-contact resolution.
Independent Claims Adjuster
State Farm
Jan 2017 - Present (8 years 8 months)
Deployed post-hurricane to manage a high volume of total loss auto claims. Conducted on-site visits, explained processes, and negotiated empathetic settlements.
Independent Claims Adjuster
Worley Catastrophe Response
Jan 2015 - Present (10 years 8 months)
Contracted to handle property claims for Liberty Mutual and State Farm. Conducted investigations, assessed damages, and processed settlements efficiently.
Education
Degrees, certifications, and relevant coursework
Pedro hasn't added their education
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Tech stack
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