Summary
Overview
Work History
Skills
Timeline
Generic
Neftali Belmonte (Terry)

Neftali Belmonte (Terry)

QA SME, Sr CSR, Tech Supp, Escalations, Sales, Damage Claims.
Leon, Guanajuato

Summary

Dedicated Customer Service professional with knowledge of service delivery and proven multitasking abilities. Committed to maintaining professional relationships to increase profitability and drive business results.

Overview

22
22
years of professional experience

Work History

Insurance Claims Specialist

Porch
04.2025 - Current
  • Results-driven professional specializing in claims processing, policy interpretation, and coverage validation according to active policies and endorsements. Adept at managing mitigation procedures, deductible applications, and end-to-end claims tracking while ensuring strict compliance with regulatory documentation. Expertise in liaising with adjusters to determine accurate coverage resolutions—whether approving claims or providing clear, compliant denials. Delivers exceptional service through electronic channels, inbound/outbound calls, and detailed client guidance to align expectations with policy terms.


Key Strengths:


✓ Policy & Endorsement Analysis
✓ Claims Lifecycle Management
✓ Regulatory Documentation
✓ Adjuster Collaboration
✓ Electronic/Phone Customer Service

QA SME, Customer Escalations and Damage Specialist

ERGEON Fencing
03.2021 - 03.2025

QA Assurance Expert | Customer Service & Sales Performance


  • Specialized in optimizing customer interactions, sales processes, and tri-party coordination (installers, PMs, customers) through rigorous QA audits, coaching, and data-driven improvements. Proven track record in elevating NPS/CSAT scores by refining team performance, resolving pain points, and aligning cross-functional workflows. Combines 1:1 coaching with strategic feedback implementation to drive measurable service excellence.


Results-Driven Approach: Leveraging a keen eye for detail and a customer-centric mindset, I identify gaps in service delivery and implement targeted solutions that enhance efficiency, accountability, and satisfaction. By fostering collaboration between teams and continuously refining processes, I ensure consistent, high-quality interactions that strengthen brand reputation and drive long-term loyalty.


Customer Escalations


  • Take the customer complaints on products under Warranty and OOW to set the correct expectations and offer free repairs (when applicable) and also the best convenience paid solutions to keep the Cx as a returning client.


Damage Specialist


  • Improved customer satisfaction rates through supporting on their Claims to pay by Insurance, often to be difficult to deal with insurance companies, I explain the steps to follow while helping to fill the insurance forms by accurate damage report, endpoint to get the repair jobs completed (winning a repair-leads).


CSR, Tech Supp, Growth Sales, Escalations, QA SME

TTECH (Teletech)
01.2004 - 02.2021

2004-2007 Tech Support, Growth Sales, QA SME.


  • Provided Tech Support on technology devices such as smartphones and laptops, good explanations provided leading to CXs well understanding easy steps to resolve any technical issues, specialized on Customer with Disabilities (vision/hearing impairments).


  • Specialist in growth-based sales and service optimization, focused on anticipating customer needs through trend analysis. At Sprint-Nextel, led sales of mobile data add-ons for browsing and video, as well as device protection plans for damage, loss, or theft.


  • Also, functioned as QA SME and Supervisor support to easy the lead member´s workload while mentoring Jr/Sr members to achieve expected performance in quicker time-ranges.


2017-2021 Escalations Specialist, Growth Sales, QA SME.


  • Sales Growth Specialist. at HP, positioned high-value printers with automatic ink replenishment services, enabling customers to receive cartridges based on real-time usage trends. Also, positioning of new models of HP printers based on the Customers needs for both: Consumer and Commercial customers.


  • Resolved customer service escalations on defective products/wrong services or incorrect expectations, using company processes and policies while provided follow-ups to customers consistently.


  • QA Subject matter expert on escalations to help on the performance of the team by using the accurate tools to avoid as much money loss as possible, while keeping the highest NPS and loyalty from the Customers.


ECommerce VIP Sales

External Sales CCE - Ebay Services
07.2015 - 11.2017

Premium Fitness Sales Specialist – Dragon Door Gym Equipment


  • As a top-performing sales professional, I specialize in high-value VIP fitness products designed for home-based calisthenics training. My expertise lies in understanding clients' health and fitness goals, offering tailored solutions with Dragon Door’s elite equipment. I serve discerning customers who prioritize quality, often processing payments via premium credit cards (Amex, Diners Club, Discovery).


By conducting in-depth needs assessments—both immediate and long-term—I provide complete workout solutions, whether supplementing existing routines or designing future fitness plans. My consultative approach and product knowledge have consistently positioned me as a top seller in the premium home fitness market.


Plus-Size Fashion Sales Specialist – Wholesale & Retail


  • As a dedicated sales professional in women’s plus-size fashion, I specialize in curating stylish and comfortable clothing, footwear, and intimate apparel designed to enhance confidence and body positivity. My approach focuses on educating clients about orthopedic benefits, skin-friendly fabrics, and flattering fits tailored for curvy and full-figured body types.


By combining personalized styling advice with strategic wholesale promotions, I consistently meet and exceed volume-based sales targets while maintaining high-profit margins. My ability to build trust through product expertise and empathetic customer engagement has driven repeat business and long-term client loyalty in the plus-size fashion market.


Retail Customer Service, Retail Sales

Megacable Comunicaciones
12.2007 - 06.2015

Retail Customer Service / Retention.


  • Fulfilled customers' special requests for service packages to cover their specific needs (multi packages mixing phone, internet, television and mobile services).


  • Negotiate retention and collections with escalated customer on the risk to leave or not paying in time, achieved 0.5 retention and 0.75 collections, by offering solutions that can cover needs within realistic budget.


  • Understand any technical issues with the Service do a technician could be sent in time and manner to fix the Cx technical complaint, needed to book Supervisor technical visits and follow-up in highly engaged customers.


Retail Sales


  • Promoted service upgrades tailored to customer history and market trends, including FHD/4K TV, mobile data, extra voice minutes, and premium content packages (HBO, MovieCity, Netflix).


  • Referral-Based Sales Growth
    By delivering exceptional service, I convert satisfied in-store customers into a referral pipeline—systematically prospecting these warm leads to close sales and drive measurable revenue growth.


Focus: Turning happy clients into your best sales channel.


Skills

Senior Customer Service Rep: "Master of turning frustrated customers into loyal brand advocates through empathy, active listening, and razor-sharp problem-solving"

Tech Support Rep (PWD focus): "Bridging tech gaps with adaptive solutions – making accessibility seamless for users of all abilities through patient, tailored troubleshooting"

Customer Escalations Specialist: "Defuser of crises and architect of win-win resolutions – transforming escalations into trust-building moments with surgical precision"

QA SME (Sales/CSR/PM): "The invisible architect behind flawless customer journeys – auditing, refining, and perfecting every touchpoint to elevate NPS/CSAT scores"

Sales Retail/VIP/Growth: "Concierge-style strategist who converts high-value prospects into lifetime clients through curated experiences and data-driven personalization"

Insurance Claims/Damage Specialist: "Forensic problem-solver who navigates complex claims with technical mastery, turning disasters into fair settlements and restored confidence"

Education

Completed 5 semesters of Physics Engineering (university-level), specializing in analytical problem-solving and continuous process improvement methodologies to optimize complex technical and operational challenges UG, Leon, Guanajuato Mexico 2001-2004

Interests

Comics Geek
Gamer
Science / Universe
Horror & Action Movies, Series
High Impact Action ANIME
Myth History
Philosophy

Timeline

Insurance Claims Specialist

Porch
04.2025 - Current

QA SME, Customer Escalations and Damage Specialist

ERGEON Fencing
03.2021 - 03.2025

ECommerce VIP Sales

External Sales CCE - Ebay Services
07.2015 - 11.2017

Retail Customer Service, Retail Sales

Megacable Comunicaciones
12.2007 - 06.2015

CSR, Tech Supp, Growth Sales, Escalations, QA SME

TTECH (Teletech)
01.2004 - 02.2021
Neftali Belmonte (Terry)QA SME, Sr CSR, Tech Supp, Escalations, Sales, Damage Claims.