Summary
Overview
Work History
Education
Skills
Affiliations
Certification
Timeline
Generic

Debra ODonnell

Grass Valley,CA

Summary

Personable and dedicated Customer Service Representative with extensive experience in the Insurance and Mortgage industry. Solid team player with upbeat, positive attitude and proven skill in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Great organizational skills and motivated at working with all types of customers. Applying for a Part-Time position.

Overview

21
21
years of professional experience
1
1
Certification

Work History

Member Service Representative

AAA
Auburn, CA
03.2008 - Current

As a AAA customer service representative my job description entails counseling the public on benefits by AAA members, such as AAA credit card programs, AAA Premier, and AAA Plus.

It also involves the sales of associate and primary memberships; assisting members with membership issues; and carrying out necessary changes on existing memberships.

The customer service representative’s role at AAA is expected to meet and exceed he minimum satisfaction scores. Customer service representative work description also entails assisting members in obtaining inter-American/International Driving Permits; helping members to obtain car rentals; and taking passport photos. I refer members to financial services and AAA Insurance Agency for review of homeowner and auto coverage.

  • Maintained accurate records of member interactions and transactions.
  • Answered incoming calls regarding membership benefits and services.
  • Collected deposits or payments and arranged for billing.
  • Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
  • Completed transactions for membership renewals and extensions.
  • Handled customer complaints in an efficient and courteous manner.
  • Updated databases with new and modified customer data.
  • Processed cash and check deposits every day.
  • Provided input into developing new processes for improving customer service standards.
  • Participated in team meetings to discuss customer service strategies and goals.
  • Enhanced member relationships by providing excellent service during each interaction.
  • Presented and explained services and products to meet member needs.
  • Consulted with customers regarding needs and addressed concerns.
  • Identified opportunities for cross-selling additional products or services based on member needs.
  • Responded promptly to emails from members seeking assistance.
  • Answered member questions about products and services.
  • Assisted colleagues with tasks as needed during peak times of activity.
  • Greeted customers in a friendly and professional manner.

Loan Processor

Delta
Grass Valley, CA
01.2003 - 06.2008
  • Gathering information for the loan application
  • Evaluating credit histories for applications
  • Collecting data from clients such as their assets, salaries, debts and employment status to fill in information for the loan application
  • Researching and correcting mistakes in applications for clients
  • Reviewing file documentation for missing or erroneous information
  • Meeting loan application deadlines
  • Assisting Loan Officer with requests and tasks needed to complete and process applications
  • Compiled documentation required for submission to government agencies for processing.
  • Prepared closing documents, including title policies, deeds, and other related items.

Education

Certificate For Business/Secretarial - Business

Heald Business College
Walnut Creek, CA
04-1983

High School Diploma -

Ygnacio Valley High School
Concord, CA
06-1981

Skills

  • Product Sales
  • Issue Resolution
  • Membership Renewals
  • Member Retention
  • Service Upselling
  • Customer Support
  • Complaint Handling
  • Customer Service
  • Policy Understanding
  • Product Recommendations
  • Dispute Resolution
  • Insurance Knowledge

Affiliations

  • Co-Ed Softball
  • Camping
  • Foster Care Experience

Certification

  • Property and Casualty Insurance License

Timeline

Member Service Representative

AAA
03.2008 - Current

Loan Processor

Delta
01.2003 - 06.2008

Certificate For Business/Secretarial - Business

Heald Business College

High School Diploma -

Ygnacio Valley High School
Debra ODonnell