Proficient licensed insurance agent with a track record of excelling in call handling and CRM utilization, enhancing client engagement and satisfaction.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Licensed Insurance Agent
GEICO
01.2025 - 09.2025
Managed high volumes of inbound calls, assisting customers with policy inquiries and claims status.
Processed policy changes, renewals, cancellations, and reinstatements per underwriting guidelines.
Ensured compliance with state and federal insurance regulations alongside company policies.
Achieved performance metrics for call quality, response time, and customer satisfaction scores.
Educated policyholders on discounts and coverage options to enhance customer value.
Resolved complaints and escalations swiftly to uphold client satisfaction and retention.
Followed up post-claims or policy updates to strengthen long-term client relationships.
STAY AT HOME MOM/(HOME SCHOOL TEACHER)
03.2016 - 01.2025
Developed engaging lesson plans to accommodate diverse learning styles for my two children with ADHD and autism.
Utilized various platforms to deliver educational materials effectively.
CUSTOMER SERVICE REP
SYKES
10.2015 - 04.2016
Answered inbound calls and provided prompt, courteous customer support across a range of inquiries.
Maintained a calm and professional tone when assisting upset or frustrated customers.
Resolved customer issues efficiently by following standard procedures, and escalating when necessary.
Provided product or service information, and assisted customers in understanding the company's offerings.
Navigated multiple systems and databases simultaneously while speaking with customers.
Handled confidential customer information with discretion and in accordance with company policy.
Education
AA - BUSINESS AND PSYCHOLOGY
EL CAMINO COMMUNITY COLLEGE
TORRANCE, CA
01.2016
GENERAL EDUCATION - FRENCH 1, 2 AND 3
TORRANCE HIGH SCHOOL
TORRANCE, CA
01.2003
Skills
Customer service and support
Policy management
Client relationship management
Empathy and professionalism
High-volume call handling
CRM systems proficiency
Accurate record maintenance
Billing navigation
Underwriting guidelines knowledge
Insurance regulations expertise
Communication skills
Problem-solving abilities
Conflict resolution strategies
Customer satisfaction focus
Retention strategies
Adaptability in fast-paced environments
Insurance sales expertise
Product knowledge
Accomplishments
Customer Follow-up - Ensured that customers were satisfied with company products and services by doing purchase follow-up calls.
Telephone Service - Professionally processed 80+ calls per day, providing information and service to ensure customer satisfaction.
Customer Relations - Earned highest marks for customer satisfaction, company-wide.
Conflict Resolution - Responsible for handling customer account inquiries, accurately providing information to ensure resolution of product/service complaints and customer satisfaction.
Product Promotion - Up-sold products and motivated customers to upgrade current product plans.
Monetary Transactions - Handled cash, check, credit and automatic debit card transactions with 100% accuracy.
Certification
Data Entry Certificate, 2024
Arizona Personal Lines Insurance License Obtained in 2025, 21476990