Geovenni Calvo Santana
Tijuana
Summary
Dynamic Intake Specialist with a proven track record at Confie Seguros, adept at conducting needs assessments and utilizing CRM software for efficient data management. Skilled in compassionate communication and critical thinking, I excelled in enhancing client satisfaction and streamlining processes, contributing to improved service delivery and client retention.
Overview
3
3
years of professional experience
Work History
Intake Specialist
Confie Seguros
Tijuana, Baja California, Mexico
03.2025 - Current
- Managed client intake processes to ensure accurate data collection and documentation.
- Facilitated communication between clients and insurance agents to address inquiries and resolve issues.
- Utilized CRM software to track client interactions and maintain updated records.
- Conducted needs assessments to determine appropriate insurance products for clients.
Collections Agent
Call Center Services International
Tijuana, Baja California, Mexico
06.2023 - 03.2025
- Utilized collection software to manage accounts and streamline payment processes.
- Communicated with customers to negotiate repayment plans and resolve outstanding balances.
- Documented interactions accurately to maintain comprehensive account records.
- Assisted in developing strategies to improve collections and reduce delinquency rates.
Education
GED -
Juan Rodriguez Cabrillo High School
Long Beach, California06-2003
Skills
- Data entry
- Intake assessment
- Compassionate communication
- Critical thinking skills
Languages
Spanish
Advanced (C1)
Timeline
Intake Specialist
Confie Seguros
03.2025 - Current
Collections Agent
Call Center Services International
06.2023 - 03.2025
GED -
Juan Rodriguez Cabrillo High School