ANDREA LOEFFELMAN
Customer Service, Relationship Buiding, Sales, & Communication Specialist
Gilbert,Arizona
Summary
Full time remote employee seeking job position which allows the most effective, efficient, and successful results. Trusted resource to foster client relationships and many professional skills to adapt to any opportunity. Offering excellent communication and good judgment. Hardworking and passionate job seeker with strong organizational skills eager to secure the position available. Ready to help achieve company goals and expectations. Excellent reputation for resolving problems, improving customer satisfaction along with communication inside and outside of the company. These skills are maintained and reputable both professionally and personally.
Overview
13
13
years of professional experience
7
7
years of post-secondary education
Work History
Financial Advisor Assistant
Northwestern Mutual
Saint Louis, Missouri
03.2017 - 04.2022
- Remote Employee (2+ years in Missouri & Arizona).
- Worked independently with minimal supervision.
- Built relationships with customers and community to promote long term business growth.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Set and achieved company defined sales goals.
- Identified new business opportunities through cold calling, networking, marketing and prospective database leads.
- Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
- Exceptional computer skills
- Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.
- Contributed to team objectives in fast-paced environment.
- Fielded customer complaints and facilitated negotiations, resolving issues and reaching mutual conclusions.
- Achieved or exceeded company-defined sales quotas.
- Recorded accurate and efficient records in customer database.
- Kept detailed records of daily activities through online customer database.
- Monitored service after sale and implemented quick and effective problem resolutions.
- Developed customer relationships and increased overall sales
- Completed daily outbound and inbound calls
- Facilitated new client onboarding process and investment account setup.
Licensed Insurance Sales Agent. Customer Service
State Farm Agency
Saint Louis, Missouri
12.2014 - 03.2017
- Answered incoming phone calls to articulate product value to prospective customers and support current policyholders.
- Maintained current product knowledge to meet customer needs and increase sales.
- Reviewed and adjusted customer coverage levels to address, identify and resolve customer conflicts.
- Provided primary customer support to internal and external customers.
- Submitted claims and initiated damage appraisal to facilitate claims process for policyholders.
- Incorporated cross-selling and upselling techniques to generate sales and profits and increase referral retention rates
- Recommended products to customers, thoroughly explaining details.
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
- Followed up with customers about resolved issues to maintain high standards of customer service.
- Educated customers about billing, payment processing and support policies and procedures.
- Exhibited high energy and professionalism when dealing with clients and staff.
- Promptly responded to inquiries and requests from prospective customers.
- Increased efficiency and team productivity by promoting operational best practices.
- Initiated outbound customer calls to review policy reviews and late payments to avoid lapse in coverage.
Licensed Insurance Agent. Customer Service
Farmers Insurance Agency
Saint Louis, Missouri
12.2012 - 12.2014
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Clarified customer issues and determined root cause of problems to resolve product or service complaints.
- Answered customer telephone calls promptly to avoid on-hold wait times.
- Offered advice and assistance to customers, paying attention to special needs or wants.
- Responded to customer requests for products, services and company information.
- Answered product and service questions, suggesting other offerings to attract potential customers.
- Updated account information to maintain customer records.
- Recommended products to customers, thoroughly explaining details.
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
- Initiated outbound customer calls to review policy reviews and late payments to avoid lapse in coverage.
- Answered incoming phone calls to articulate product value to prospective customers and support current policyholders.
- Reviewed and adjusted customer coverage levels to address, identify and resolve customer conflicts.
Mortgage Loan Processor. Team Leader
State Farm Bank
Tempe, AZ
07.2009 - 12.2012
- Mentored and guided employees to foster proper completion of assigned duties.
- Built strong relationships with customers through positive attitude and attentive response.
- Established open and professional relationships with team members to achieve quick resolutions for various issues.
- Coached team members in customer service techniques, providing feedback and encouragement toward reaching sales goals.
- Cross-trained and provided backup support for organizational leadership.
- Initiated timely response to emails, voicemails and written correspondence.
- Supported office business development and customer service.
- Conducted training with team members to promote productivity, accuracy, and commitment to friendly service.
Education
Bachelor of Science - Sociology
Missouri State University
Springfield, MO 08.2006 - 05.2009
Criminology
University of Evansville
Evansville, IN 08.2003 - 06.2004
Lafayette High School
Wildwood, MO 08.1999 - 06.2003
Skills
Relationship building and management
undefinedTimeline
Financial Advisor Assistant
Northwestern Mutual
03.2017 - 04.2022
Licensed Insurance Sales Agent. Customer Service
State Farm Agency
12.2014 - 03.2017
Licensed Insurance Agent. Customer Service
Farmers Insurance Agency
12.2012 - 12.2014
Mortgage Loan Processor. Team Leader
State Farm Bank
07.2009 - 12.2012
Bachelor of Science - Sociology
Missouri State University
08.2006 - 05.2009
Criminology
University of Evansville
08.2003 - 06.2004
Lafayette High School
08.1999 - 06.2003
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