Manage a portfolio of 800+ customer accounts, providing expert guidance on renewals and policy modifications to ensure optimal coverage and client satisfaction.
Process and invoice policy changes for over 5,000 clients, maintaining strict accuracy and regulatory compliance across all transactions.
Master underwriting guidelines for 15+ standard insurance carriers, ensuring policy alignment and well-informed coverage decisions.
Streamlined customer service workflows, significantly reducing response times and elevating overall customer satisfaction metrics.
Educate clients on coverage options and policy benefits, driving higher retention rates and fostering long-term client trust and engagement.
Mentor and train new team members, reinforcing company standards and cultivating a collaborative, knowledge-sharing environment.
Bartender /Restaurant Bar Manager
Tavern House Grill
11.2012 - 05.2017
Maintained strong professional relationships with ownership and staff, resulting in reemployment opportunities upon returning from Florida.
Served high customer volumes during special events, nights, and weekends.
Managed cash handling duties responsibly, ensuring accurate accounting at the end of each shift.
Performed opening and closing duties, printing sales reports, setting up for incoming shift, preparing cash drawers, and taking inventory.
Efficiently opened or closed the bar according to established procedures, ensuring preparedness for each shift.
Managed bar operations, enhancing customer satisfaction and increasing repeat clientele through effective service and engagement.
Collaborated with staff to create a welcoming atmosphere, fostering teamwork and improving overall service efficiency.
Monitored inventory and sales trends, implementing strategies that optimized stock management and reduced waste.
Trained new bartenders on service techniques, contributing to a cohesive team and enhancing the overall guest experience.
Head Server/ Part-time Manager
TT's Tiki Bar on Charlotte Harbor
01.2016 - 01.2017
Maintained a clean, safe, and welcoming environment through regular monitoring of dining areas and server stations.
Increased restaurant revenue by upselling menu items and promoting daily specials.
Monitored staff performance regularly, providing constructive feedback for continuous improvement in their roles as servers.
Trained new servers to uphold company standards in customer service, food handling, and overall professionalism.
Closed out cash drawer at end of each shift, reconciling totals and resolving discrepancies to maintain financial accuracy.
Coordinated special events and private parties, working closely with clients to meet their specific needs while adhering to the establishment''s policies.
Server
Donato's Italian Restaurant
01.2014 - 01.2016
Demonstrated strong multitasking skills by managing multiple tables simultaneously without compromising service quality.
Served food and beverages promptly with focused attention to customer needs.
Worked with POS system to place orders, manage bills, and handle complimentary items.
Collaborated with team members during busy shifts for efficient workflow and excellent guest experiences.
Addressed customer complaints or concerns professionally, ensuring swift resolution and maintaining positive relationships.
Assisted in training new hires, providing guidance on restaurant standards and best practices.
Education
High School Diploma -
Woodstock Academy
Woodstock, CT
06-2010
Skills
Customer Service & Communication
Licensed Insurance Agent (Property & Casualty)
Policy Quoting, Sales & Renewals
Account & Policy Management
Claims & Billing Support
Lead Prospecting & Customer Referrals
Policy Writing & Changes
Professionalism, Ethics & Compliance
Certification
Accredited Customer Service Representative of Personal Lines [ACSR] - Obtained in 2020