Rene De Leon

Experience

• 

  State Farm

  Feb 2013 - Feb 2017

  Sales Assoicate

  I Counsel and advise prospects and policyholders on matters of protection and coverage. Data entry, insurance quoting, completing applications and payment processing. Following-up with underwriters on corrections to applications, premium changes, etc. and calling policyholders to set sales appointments.

• 

  People's United Bank, N.A.

  Feb 2017 - now

  Banker

  assisting in the movement of money via payment mechanisms; dealing with customers queries face-to-face, over the telephone or in writing; serving customers at the counter; understanding customer needs, recommending suitable products and making sales; processing paperwork from sales, change of customer details, closure of accounts and so on; learning about new products, services and processes.