Rebecca Arellano
Colorado Springs
Summary
Detail-oriented Data Entry Clerk with expertise in data management and rapid typing. Demonstrates strong communication and organizational skills, thriving in fast-paced environments while maintaining data accuracy and quality. Committed to meeting tight deadlines and enhancing operational efficiency.
Overview
10
10
years of professional experience
Work History
Insurance Agent
Primerica
San Diego
06.2026 - Current
- Educated clients on insurance products and financial services offered.
- Conducted needs assessments to tailor insurance solutions for clients.
- Developed relationships with new clients through cold calling and referrals from existing customers.
- Developed and maintained strong client relationships through regular communication.
- Created personalized financial plans to meet client goals and objectives.
- Assisted clients with policy claims and provided support throughout the process.
- Responded to customer inquiries and problems to promote great service.
Data Entry Clerk
Omni Interactions
West Hollywood
02.2025 - Current
- Entered data into company systems accurately and efficiently.
- Reviewed documents for completeness and accuracy before entry.
- Performed data entry from paper documents, emails, and other sources into computer systems.
- Utilized software tools to streamline data entry processes.
- Collaborated with other departments to ensure data integrity.
- Maintained organized records and files for easy retrieval.
- Scanned documents into appropriate databases for storage purposes.
Appointment setter/Outbound Telemarketer
California energy contractors
Van Nuys
07.2016 - 08.2024
- Coordinated client and project manager appointments for energy assessments, ensuring alignment and timely execution.
- Managed scheduling and follow-up communications with potential customers efficiently.
- Conducted phone calls and sent emails to generate leads, enhancing customer outreach efforts.
- Utilized CRM software to track client interactions and appointment statuses.
- Maintained a positive attitude while dealing with difficult situations involving customers.
- Entered data into systems with accuracy, supporting effective tracking of client interactions.
Education
West Hollywood Prep
West Hollywood, CASkills
- Insurance product knowledge
- Financial planning
- Client needs assessment
- Customer relationship management
- Detail orientation
- Data entry accuracy
- Problem solving
- Meeting deadlines in a remote environment
- Independent workflow
- Remote work experience
- Appointment scheduling
- Email and chat support
Languages
English
Professional
Spanish
Professional
Timeline
Insurance Agent
Primerica
06.2026 - Current
Data Entry Clerk
Omni Interactions
02.2025 - Current
Appointment setter/Outbound Telemarketer
California energy contractors
07.2016 - 08.2024
West Hollywood Prep