Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic
Deborah Cruz

Deborah Cruz

Peoria

Summary

Seasoned insurance specialist with excellent planning and problem solving abilities. Offering several years of experience and a willingness to take on any challenge. Organized, driven and adaptable professional with successful history managing high caseloads in fast-paced environments.

Overview

21
21
years of professional experience
4
4
years of post-secondary education
1
1
Certification

Work History

Loss of a Loved One Insurance Specialist

United Services Automobile Association, USAA
Phoenix
11.2017 - Current
  • Reviewed financial products and advised of legal documents needed to handle insurance policies and financial accounts.
  • Closed sales on new policies by presenting insurance options to customers accurately and efficiently.
  • Handled member inquiries through the chat channel.
  • Collaborated with team members to streamline workflow processes and improve efficiency.
  • Responded promptly to customer inquiries about their policies and provided timely updates as needed.

Survivor Relations Insurance Specialist

United Services Automobile Association, USAA
Phoenix
11.2009 - 11.2017
  • Coordinated with other departments within the organization regarding issues related to policy and account administration.
  • Closed sales on new policies by presenting insurance options to customers accurately and efficiently.
  • Fostered relationships with customers to expand customer base and retain business.
  • Interviewed prospective clients to obtain data about financial resources and needs.

Owner

CCIC Beauty College
Peoria, AZ
06.2006 - 04.2013
  • Enhanced operational efficiency and productivity by managing budgets, accounts, and costs.
  • Conducted performance reviews for Director of Operations.

Survivor Relations Specialist

United Services Automobile Association, USAA
Phoenix
11.2005 - 11.2009
  • Coordinated with other departments to ensure efficient workflow processes.
  • Reviewed documents for accuracy prior to submission or publication.
  • Maintained positive working relationship with fellow staff and management.
  • Identified needs of customers promptly and efficiently.

Property and Casualty Insurance Agent Senior

United Services Automobile Association, USAA
Phoenix
07.2004 - 11.2005
  • Advised clients on property and casualty insurance options and coverage needs.
  • Conducted risk assessments to identify potential insurance coverage gaps for clients.
  • Provided leadership and training for new agents regarding industry best practices and company policies.
  • Addressed and resolved clients' inquiries and concerns promptly, ensuring high levels of client satisfaction.

Education

Bachelor Of Science - Psychology

Arizona State University
Tempe, AZ
08.1985 - 05.1989

Skills

  • Customer service
  • Relationship building
  • Licensed insurance agent
  • Effective communication

Certification

  • Property and Casualty Insurance License for Personal Lines
  • Life and Health Insurance License

Timeline

Loss of a Loved One Insurance Specialist

United Services Automobile Association, USAA
11.2017 - Current

Survivor Relations Insurance Specialist

United Services Automobile Association, USAA
11.2009 - 11.2017

Owner

CCIC Beauty College
06.2006 - 04.2013

Survivor Relations Specialist

United Services Automobile Association, USAA
11.2005 - 11.2009

Property and Casualty Insurance Agent Senior

United Services Automobile Association, USAA
07.2004 - 11.2005

Bachelor Of Science - Psychology

Arizona State University
08.1985 - 05.1989

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Deborah Cruz