Proactive professional with 3+ years of experience and a proven knowledge of customer service, project planning, and consultative sales. Aiming to leverage my skills to successfully fill a Customer Relations role at your company.
Overview
7
7
years of professional experience
1
1
Certification
Work History
ADMINISTRATIVE ASSISTANT
SafeStreetsUSA
09.2021 - Current
Perform general office duties, such as ordering supplies, maintaining records management database systems, and performing basic bookkeeping work
Answer telephones and give information to callers, take messages, or transfer calls to appropriate individuals
Locate and attach appropriate files to incoming correspondence requiring replies
Learn to operate new office technologies as they are developed and implemented
Schedule and confirm appointments for clients, customers, or supervisors.
Senior Insurance Producer
Liberty Mutual
04.2022 - 08.2024
Conducted thorough needs assessments for prospective clients, identifying gaps in their current coverage plans.
Proficient in process and regulations for Liberty Mutual as well as affiliate companies such as National General, Progressive, Bristol West, Dairyland, and others
Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
Adhered to all regulations for insurance sales.
Maintained up-to-date knowledge of industry trends and regulations, ensuring compliance in all transactions.
SALES
Progrexion
11.2017 - 09.2020
Analyze applicants' financial status, credit, and property evaluations to determine feasibility of granting loans
Contact applicants to resolve questions about applications or to assist with resolving credit issues
Maintain current knowledge of credit regulations
Sell financial wellbeing and future security by coaching potential clients in where they are at currently vs
Where they want to be financially and from a credit stance.
Education
High School Diploma -
SUGAR SALEM HIGH SCHOOL
Sugar City, ID
06.2005
Skills
Experienced in customer service
Team lean and management experience
Call center experience
Customer Service
Certification
PMP, Rexburg, ID
Roles And Responsibilities
Perform general office duties, such as ordering supplies, maintaining records management database systems, and performing basic bookkeeping work.
Answer telephones and give information to callers, take messages, or transfer calls to appropriate individuals.
Locate and attach appropriate files to incoming correspondence requiring replies.
Learn to operate new office technologies as they are developed and implemented.
Schedule and confirm appointments for clients, customers, or supervisors.
Analyze applicants' financial status, credit, and property evaluations to determine feasibility of granting loans.
Contact applicants to resolve questions about applications or to assist with resolving credit issues.
Maintain current knowledge of credit regulations.
Sell financial wellbeing and future security by coaching potential clients in where they are at currently vs. where they want to be financially and from a credit stance