Monique Williams
Spring
Summary
Resourceful Insurance Representative known for productive and efficient task completion. Skilled in client relationship management, policy adjustments, and risk assessment strategies. Excel in communication, problem-solving, and adaptability, ensuring exceptional service delivery and client satisfaction.
Overview
8
8
years of professional experience
2018
2018
years of post-secondary education
1
1
Certification
Work History
Insurance Representative
Qualfon
Spring
01.2025 - 12.2025
- Assisted customers in understanding insurance products and coverage options.
- Processed policy adjustments and resolved customer inquiries efficiently.
- Maintained accurate records of customer interactions and transactions.
- Cross-sold & upsold insurance products based on member needs and risk profiles
Licensed Insurance Agent
Comparion
The Woodlands
03.2024 - 09.2024
- Assisted clients in selecting appropriate insurance coverage by evaluating their specific needs and preferences, enhancing customer satisfaction.
- Cultivated strong relationships with clients, ensuring timely communication and personalized service to retain existing policyholders.
- Processed insurance applications efficiently, contributing to a streamlined workflow and improved client experience.
- Utilized CRM software to track customer interactions and identify potential upsell prospects, improving engagement strategies.
Inbound Call Center Representative
Charter Communications, Spectrum
Albany
07.2019 - 10.2023
- Managed high-volume inbound calls, resolving customer inquiries and enhancing overall satisfaction through effective communication.
- Collaborated with team members to streamline call handling processes, resulting in improved response times and customer support efficiency.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Surpassed monthly sales targets by developing tailored strategies that enhanced client engagement and retention.
Corporate service officer
BlumbergExcelsior
Menands
10.2017 - 07.2019
- Prepared corporate and LLC entities with accuracy
- Streamlined documentation processes while maintaining compliance
- Delivered excellent client support to strengthen relationships
- Resolved customer complaints promptly and efficiently.
Education
Associate of Applied Science - Business Administration And Management
Mildred Elley
Albany, NYSkills
- Policy evaluation
- Risk assessment & compliance
- Cross-selling
- Conflict resolution & de-escalation
- Customer relationship management
- Lead development & prospecting
Certification
- Adjuster All Lines , TX (3458735)
- Property & Casualty , TX (3154206)
- Life , TX ( 3156008)
Name
Entry level claims representing
Timeline
Insurance Representative
Qualfon
01.2025 - 12.2025
Licensed Insurance Agent
Comparion
03.2024 - 09.2024
Inbound Call Center Representative
Charter Communications, Spectrum
07.2019 - 10.2023
Corporate service officer
BlumbergExcelsior
10.2017 - 07.2019
Associate of Applied Science - Business Administration And Management
Mildred Elley