Chelsea Grell
San Marcos,CA
Summary
Personable and dedicated Customer Service Representative with extensive experience in the Insurance industry, who is motivated to maintain customer satisfaction and contribute to company success.
Overview
16
16
years of professional experience
Work History
Account Manager
Heffernan Insurance Brokers
Walnut Creek, CA
10.2019 - Current
- Managed large volume of contractor-based businesses
- Completed marketing, quoting and proposals for all renewing business
- Thorough communication with clients to ensure correct rating information, operations and coverage needs
- Processing of certificates, endorsements, Acord applications, loss runs requests and other client services
- Update of state licensing information
- Engagement in training of new employees.
- Recipient of "Rookie of The Year" award
Certified Insurance Service Representative
Hatter, Williams & Purdy Insurance
Carlsbad, CA
10.2011 - 10.2019
- Multiple years of experience handling both a personal lines and commercial lines book of business.
- Correspondence with clients, agents, and companies via telephone and email as well as client systems, in order to provide fast and accurate service.
- Demonstrated self-reliance by meeting and exceeding workflow needs. This includes taking on work from my peers to cultivate a team environment.
- Multi-tasking among the job duties of quoting New Business, handling renewals, endorsements, and issuing certificates with a high volume of clients.
- Engagement in the training of new employees.
- Recognized by management for providing exceptional customer service.
- Informed customers about billing procedures, processed payments and provided payment option setup assistance.
- Answered inbound calls throughout the day in addition to my regular duties, and directed to designated individuals or departments.
- Delivered service and support to each customer, paving way for future business opportunities.
Front End Manager
Lowe's Home Improvement
Escondido, CA
04.2008 - 10.2011
- Supervisor of the "front end" department; e.g. cashiers.
- Coordinated breaks and employee rotation to ensure proper coverage in each area.
- Provided training to new hires.
- Helped employees perform at peak productivity with motivational techniques.
- Managed customer complaints and rectified issues to complete satisfaction.
- Addressed and welcomed large volume of guests to business per day, improving overall customer service and engagement.
- Handled payment processing duties and provided customers with receipts and proper bills and change.
- Oversaw shelf inventory and customer-focused loss prevention strategies.
Data Entry
Millennium Laboratories Inc.
Rancho Bernardo, CA
01.2006 - 03.2008
- Identified and corrected data entry errors to prevent duplication across systems.
- Input client information into spreadsheets and company database to provide leaders with quick access to essential client data.
- Transferred completed work to Department-head for review and approval.
Education
Various
Palomar College
San Marcos, CAGED -
Rancho Bernardo High School
Rancho Bernardo, CASkills
Property and Casualty License #0I42069 - July 2013
CISR Designation - June 2017
- AMS360 and Applied Epic Proficient
Timeline
Account Manager
Heffernan Insurance Brokers
10.2019 - Current
Certified Insurance Service Representative
Hatter, Williams & Purdy Insurance
10.2011 - 10.2019
Front End Manager
Lowe's Home Improvement
04.2008 - 10.2011
Data Entry
Millennium Laboratories Inc.
01.2006 - 03.2008
Various
Palomar College
GED -
Rancho Bernardo High School
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