Alexis Conner

• Reviewed and analyzed insurance applications for accuracy and completeness.
• Assisted underwriters in evaluating risk factors and determining policy terms.
• Coordinated with agents to gather necessary information for policy processing.
• Maintained a high level of professionalism in all interactions with clients, ensuring that their needs were met in a timely and satisfactory manner.
• Aided in training new Underwriting Assistants, sharing knowledge of company procedures and systems to ensure their successful integration into the team environment.

(Seasonal ends Spring'23)

Responsible for managing customer accounts, placing orders via phone and email while ensuring quality service. Paying close attention to detail while correctly entering customer data. Creating pleasant experiences for customers to maintain relationships.

• Placing orders via phone and email

• using Salesforce to confirm customer accounts
• Promptly respond to customer inquiries via phone or email
• Focused on partnering teammates to ensure organization
• Maintain Customer accounts to ensure customer satisfaction
• Answered customer telephone calls promptly to avoid on-hold wait times.
• Answered constant flow of customer calls with minimal wait times.
• Offered advice and assistance to customers, paying attention to special needs or wants.

Responsible for taking an influx of calls. Maintaining strong business relationships with clients.

• Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
• Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
• Communication via phone and email with new and existing customers and colleagues
• Writing of new policies, renewals and rewrites.

• Pleasantly interacted with customers during hectic periods to promote fun, positive environment.
• Created wide variety of hot and cold drinks in average shifts with consistently positive customer satisfaction scores.
• Cleaned counters, machines, utensils and seating areas daily.
• Controlled line and crowd with quick, efficient service.