Alexandria Wiley
Las Vegas,NV
Summary
Dynamic Licensed Insurance Agent with proven success at Wawanesa Insurance, excelling in policy processing and customer assessment. Recognized for exceeding sales goals and enhancing client retention through effective communication and cross-selling techniques. Adept at problem-solving and delivering exceptional customer service, ensuring client needs are met with precision.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Licensed Insurance Agent
Wawanesa Insurance
Las Vegas, NV
09.2019 - 07.2025
- Processed policy changes, renewals, cancellations, claims and other related paperwork accurately and timely.
- Conducted customer needs assessments to identify appropriate coverage levels and options.
- Identified opportunities for cross-selling additional policies or services to existing customers.
- Advised clients on their insurance needs and coverage options based on individual requirements.
- Initiated contact with potential clients through cold calling and networking activities.
- Responded promptly to customer inquiries via phone calls or emails in a professional manner.
- Provided assistance with billing inquiries, payment processing, and customer service issues.
- Exceeded company sales goals for new policies.
Customer Support Specialist
TTEC Services/Credit Karma
Las Vegas, NV
08.2018 - 09.2019
- Responded quickly to customer inquiries, needs and problems.
- Consulted with customers regarding needs and addressed concerns.
- Audited customer account information to identify issues and develop solutions.
- Delivered fast, friendly, and knowledgeable service for routine questions and service complaints.
- Upheld high standards of customer services by responding to inquiries, needs and problems.
Customer Support Specialist
Barclays Bank Limited
Las Vegas, NV
08.2014 - 01.2017
- Investigated customer complaints regarding product quality or service rendered.
- Analyzed customer complaints and service trends to identify and correct systematic issues.
- Informed customers about billing procedures, processed payments, and provided payment option setup assistance.
- Responded quickly to customer inquiries, needs and problems.
- Audited customer account information to identify issues and develop solutions.
Education
Associate of Arts - Liberal Arts And Sciences
New York City Techical Trade
New York, NY08-1983
Skills
- Policy processing
- Claims management
- Customer assessment
- Cross-selling techniques
- Regulatory compliance
- Sales strategy
- Customer service
- Billing assistance
- Cold calling
- Problem solving
- Effective communication
- Policy adjustment
- Insurance sales expertise
- Goal oriented approach
- Client retention
- Email marketing
- Policy management
- Negotiation techniques
- Insurance product expertise
- Policy renewals
- Client needs analysis
- Quotes and sales
- Client relations
- Auto insurance
- CRM software
- Policy writing
- Customer follow-up
- Microsoft Office, Excel, Powerpoint, Outlook,Web-media sites, Live-Chat, Teams,Zoom, Data Entry/Records
Certification
- Licensed P & C Agent Currently licensed in 3 States-NV, CA,OR
Accomplishments
- Volunteer/Community Services-
- Foundation for Recovery-Certified Peer Recovery Specialist
- Trinity Church-Homeless Outreach Program
- School Bell Organization-Clothing for Kids living in shelters
References
References available upon request.
Timeline
Licensed Insurance Agent
Wawanesa Insurance
09.2019 - 07.2025
Customer Support Specialist
TTEC Services/Credit Karma
08.2018 - 09.2019
Customer Support Specialist
Barclays Bank Limited
08.2014 - 01.2017
Associate of Arts - Liberal Arts And Sciences
New York City Techical Trade