Service-Focused Customer Service Specialist dedicated to maximizing satisfaction and retention with proactive attention to individual customer needs. Smoothly handles questions and resolves concerns with great problem-solving abilities and attention to detail. Provides strong work ethic in fast-paced working environment. Successfully works as part of a team and maintains customer satisfaction and contribute to company success.
Overview
11
11
years of professional experience
Work History
Insurance Customer Service Representative
Jeannene Talbott American Family Agency
Indianapolis, IN
03.2023 - Current
Insurance Customer Service Representative
Roberto Palencia Farmers Insurance Agency
Indianapolis, Indiana
05.2022 - 03.2023
Greeted customers and provided prompt, courteous service.
Assisted with customer inquiries, complaints, and requests for information regarding insurance policies.
Processed new policy applications and updated existing policy documents.
Verified accuracy of customer data entered into the system.
Maintained accurate records of customer interactions and transactions.
Researched relevant policy information to answer customer questions.
Provided quotes on various types of insurance policies.
Facilitated payment processing for premium payments and renewals.
Performed administrative duties such as filing, scanning, faxing, copying documents.
Conducted follow-up calls to ensure satisfactory resolution of customer issues.
Advised customers on available coverage options that best fit their individual needs.
Collaborated with colleagues from other departments to resolve escalated customer issues.
Developed strong relationships with clients by providing exceptional customer service.
Actively participated in training sessions to stay up-to-date on changes in regulations related to insurance policies.
Provided feedback and suggestions for process improvement initiatives.
Investigated discrepancies between actual charges and expected premiums.
Assisted with resolving complex claims or billing disputes in a timely manner.
Answered insurance-related questions and discussed product offerings with prospective customers to meet unique needs.
Built trusted partnerships through open and interactive communication to earn positive customer feedback.
Collected payments, processed receipts and informed policyholders of outstanding balances.
Responded promptly to emails and phone calls from customers seeking assistance.
Navigated computer system to look up customer information and update policies.
Precisely calculated refunds, premiums and adjustments.
Insurance Customer Service Representative
Rick Smith State Farm Agency
Indianapolis, IN
03.2018 - 05.2022
Greeted customers and provided prompt, courteous service.
Facilitated payment processing for premium payments and renewals.
Researched relevant policy information to answer customer questions.
Generated reports based on client data to analyze trends in customer service needs.
Conducted follow-up calls to ensure satisfactory resolution of customer issues.
Assisted with resolving complex claims or billing disputes in a timely manner.
Developed strong relationships with clients by providing exceptional customer service.
Collaborated with colleagues from other departments to resolve escalated customer issues.
Responded promptly to emails and phone calls from customers seeking assistance.
Analyzed sales trends and generated forecasts accordingly.
Navigated computer system to look up customer information and update policies.
Answered insurance-related questions and discussed product offerings with prospective customers to meet unique needs.
Attended training and educational seminars to enhance knowledge and credentials.
Built trusted partnerships through open and interactive communication to earn positive customer feedback.
Collected payments, processed receipts and informed policyholders of outstanding balances.
Substitute Teacher, K-12
Plainfield Schools
Plainfield, IN
08.2016 - 03.2018
Assisted with classroom instruction, following lesson plans and providing additional support to students.
Provided feedback to teachers on student behavior and performance in the classroom.
Monitored classrooms, ensuring that all students were safe and adhering to school rules.
Collaborated with other staff members to ensure a positive learning environment for students.
Instructed small groups or individual students who need extra help or attention.
Provided guidance to struggling learners by offering alternative methods of instruction.
Enforced classroom routines to keep students on schedule and operating at consistent level.
Customer Service Specialist
Lowes Home Improvment
Mooresville, IN
10.2012 - 07.2016
Operated cash register, handled payments, and maintained accurate records of transactions.
Received and processed payment from customers.
Organized merchandise displays to attract customers.
Processed returns and exchanges in accordance with store policy.
Ensured compliance with safety regulations while handling money.
Assisted coworkers with tasks as needed.
Upheld company standards for quality assurance throughout all aspects of customer service.
Participated in team meetings to discuss strategies for improving customer experience.
Handled customer complaints and concerns promptly, escalating complex issues to direct supervisor for quick resolution.
Informed customers of in-store promotions or pricing specials.
Exchanged and returned items, noting details in company database and placed returned merchandise in bins for restocking.
Greeted customers and responded to informational requests.
Collected credit card and cash payments to complete transactions for customer orders.
Boosted customer satisfaction levels by going extra mile to personalize service for each customer.
Education
Licensed - Insurance Property & Casualty
Pathfinder Insurance School
Indianapolis
11-2018
Associate of Applied Science - Allied Health Science
Harcum Jr College
Bryn Mawr, PA
05-1991
High School Diploma -
Nativity BVM High School
Pottsville, PA
06-1988
Skills
Customer Service
New Policies Processing
Coverage Determination
Policy Review
Insurance Coverage Verification
Complaint Handling
Product Knowledge
Staff Training
Problem Resolution
Dispute Resolution
Positive and Professional
Team Development
Problem-Solving Abilities
High-Energy Attitude
Microsoft Outlook
Building Rapport
Customer Education
Professional Telephone Demeanor
Policy Understanding
Critical Thinking
Documentation Abilities
Information Verification
Policy Analysis
Timeline
Insurance Customer Service Representative
Jeannene Talbott American Family Agency
03.2023 - Current
Insurance Customer Service Representative
Roberto Palencia Farmers Insurance Agency
05.2022 - 03.2023
Insurance Customer Service Representative
Rick Smith State Farm Agency
03.2018 - 05.2022
Substitute Teacher, K-12
Plainfield Schools
08.2016 - 03.2018
Customer Service Specialist
Lowes Home Improvment
10.2012 - 07.2016
Licensed - Insurance Property & Casualty
Pathfinder Insurance School
Associate of Applied Science - Allied Health Science
Harcum Jr College
High School Diploma -
Nativity BVM High School
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