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English - Fluent Spanish - Native or Bilingual

About Me

I am a client-focused professional with more than 2 years of account management experience and over 8 years of customer-facing work. I specialize in building strong client relationships, understanding client needs, and ensuring smooth service delivery.

I have managed multiple accounts at once and worked closely with internal teams to keep operations organized and clients supported. In my recent roles, I handled B2B coordination, onboarding, training, and retention-focused communication.

I am comfortable working independently and have experience in remote environments. I value clear documentation, structured processes, and consistent follow-through to improve team efficiency and client satisfaction.

My background also includes workforce analysis, technical support, customer service, and quality assurance, which has helped me develop a well-rounded understanding of operations and service quality.

I hold a Bachelor in Business Administration and a Data Analytics Professional Certificate, which support my ability to combine business thinking with data-informed decision-making.

I am open to opportunities where I can contribute in account management, customer success, operations, or client support roles, especially in environments that value ownership, communication, and continuous improvement.

Skills

Problem SolvingCustomer ServiceData AnalysisAccount ManagementCustomer SuccessDocumentationTrainingTeam LeadershipTechnical SupportQuality AssurancePipeline ManagementUpsellingProcess Management

Experience

Account Manager @ Ensurance Max Agency (EMAX)
Jul 2023 - Sep 2025

Managed 50+ active client accounts and led a team of 3 people. Coordinated a complex B2B submission process with underwriters, lenders, and agents. Developed SOPs for quotation processes and created operational documentation for team procedures, attendance, and carrier management.

Customer Success Associate @ Appulate
Sep 2025 - Jun 2026

Manage relationships with premium-tier insurance agency clients, own client success from onboarding through expansion, conduct onboarding and product training, maintain regular communication, and identify upsell and retention opportunities.

Education

Bircham University
2021 - 2021

Bachelor, Business Administration

Google | Coursera
2023 - 2023

Professional Certificate, Data Analytics

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