Available to hire
I am a skilled freelance professional with over 8 years of experience in administrative support, data entry, and sales. I specialize in streamlining workflows, managing CRM systems, and ensuring accurate, efficient data handling. My background in sales has sharpened my communication skills and helped me consistently exceed client expectations. I’m highly organized, detail-oriented, and able to adapt quickly to new tools and processes. I take pride in delivering high-quality work on time and supporting businesses in reaching their goals.
Experience Level
Language
English
Advanced
Work Experience
Sales Representative at High Trust Company
April 1, 2020 - September 15, 2025Multi-tasked sales role handling prospecting, decision-making, and follow-ups; used Berkshire CRM, progressive quoting, FMCSA web, and other licensed insurance systems; processed payments and activated policies; delivered ongoing customer service and updates as needed.
Appointment Settler/Administrative Position at 2 United Financial Specialty
May 1, 2021 - September 15, 2025Provided inbound/outbound call support to update third-party student loan information, collect personal and legal data for approvals, and coordinate filings; managed executive schedules and prepared communications.
Sales Representative/ Appt Settler/Client Coordinator at Avvio Solar Company
November 1, 2021 - September 15, 2025Arranged and confirmed customer appointments, built relationships within the solar client portfolio, and conducted ongoing quality assurance through phone and in-person visits.
Insurance Agent/Sales Representative/Coordinating/Accounting at Elite Insurance Group & Financial Services
June 1, 2023 - September 15, 2025Managed sales paperwork, proposals, and contracts; trained new representatives; coordinated onboarding, support, sales, and billing processes; handled accounts payable/receivable and monthly reconciliations; assisted audits; utilized Cloud blue SAP for financial reporting.
Dispatching Trucking Individual Service at Dispatching Services LLC
August 1, 2023 - September 15, 2025Coordinated driver schedules for timely pickups and deliveries; handled paperwork (SSN, ID, EIN, W-9, time tracking), audits, payroll, and invoicing; documented bid loads in Excel and CRM systems; supported insurance proofs and other compliance tasks.
Appointment Settler at Rix Enterprice LLC
November 1, 2023 - September 15, 2025Qualified leads and researched local area to determine eligibility for third-party benefits; prepared service briefs using Excel and Zoom to facilitate agent household visits.
Labor Law Advocates - Intake/Paralegal Support at Labor Law Advocates
November 5, 2024 - September 15, 2025Conducted initial client intake interviews; evaluated employment-related cases; provided preliminary rights information; managed high-volume caseload, maintained confidentiality, and supported attorneys with case preparation and scheduling.
Sales Representative - Training - Administrative- Customer Service at High Trust Company
April 1, 2020 - September 15, 2025Handled multi-tasking responsibilities including prospecting, candidate evaluation, follow-ups on policy updates, and activations. Used Berkshire CRM and progressive quoting systems, FMCSA web, and other licensed insurance platforms. Coordinated payments, prepared legal documents for brokers, and ensured timely policy activation while delivering strong customer service.
Appointment Settler/Administrative Position at 2 United Financial Specialty
May 1, 2021 - September 15, 2025Provided inbound/outbound call support to update third-party information for student loan processes and collected required personal and legal details for approvals.
Sales Representative/ Appt Settler/Client Coordinator at Avvio Solar Company
November 1, 2021 - September 15, 2025Elaborated and confirmed appointment dates, established client relationships, followed up for additional information, and supported quality assurance practices. Maintained client references within the assigned portfolio and communicated with clients via phone and in-person visits.
Insurance Agent/Sales Representative /Coordinating/Accounting at Elite Insurance Group & Financial Services
June 1, 2023 - September 15, 2025Managed sales paperwork, presented proposals, and finalized contracts. Trained and mentored new sales representatives. Coordinated accounts payable/receivable, performed monthly reconciliations, assisted in quarterly/annual financial statements, and supported audits. Used Cloud blue SAP for financial reporting.
Dispatching Trucking Individual Service at Dispatching Services LLC
August 1, 2023 - September 15, 2025Coordinated and managed truck driver schedules to ensure timely pickups and deliveries. Handled paperwork preparation (SSN, ID, EIN, W-9, time tracking, payroll, invoicing) and documented data in Excel. Managed bid loads in CRM systems and coordinated with trucking fleets for service delivery.
Appointment Settler at Rix Enterprice LLC
November 1, 2023 - September 15, 2025Called leads to qualify benefits offered by a third-party company. Used Excel and Zoom, aligning prospect information to schedule visits for an agent to meet the customer at their home.
Labor Law Advocate at 4 Labor Law Advocates
November 5, 2024 - September 15, 2025Conducted initial client intake interviews, evaluated employment-related issues, and advised clients on rights and options. Managed a high-volume caseload with thorough documentation and coordination with attorneys, while maintaining confidentiality and using case management software.
Education
Associate at ISECH Chihuahua
January 1, 2018 - January 1, 2021High School Diploma at Denton High School
January 1, 2014 - August 1, 2017Associate Degree in Accounting Management at ISECH Chihuahua
January 1, 2018 - January 1, 2021High School Diploma at Denton High School
January 1, 2014 - August 1, 2017Qualifications
Industry Experience
Financial Services, Transportation & Logistics, Professional Services, Energy & Utilities, Software & Internet
Experience Level
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