Results-driven insurance agent with a focus on customer service, communication, and problem-solving. Committed to evaluating client needs and recommending tailored insurance solutions.
Overview
9
9
years of professional experience
2
2
Certifications
Work History
Insurance Agent
Progressive
houston
08.2023 - 12.2025
Assisted clients in understanding insurance policies and coverage options.
Provided exceptional customer service to resolve client inquiries and concerns.
Evaluated client needs to recommend suitable insurance products effectively.
Processed policy applications and renewals using company software systems.
Collaborated with underwriters to assess risks and determine policy terms.
Maintained accurate records of client interactions and transactions diligently.
Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
Provided customers with information regarding plan features, pricing, and availability.
Customer Care Representative
CVS Specialty Pharmacy
Houston
02.2017 - 08.2023
Assisted customers with medication inquiries and order status updates.
Managed customer account information in the pharmacy database system.
Answered customer inquiries over the phone and via email.
Delivered fast, friendly, and knowledgeable service for routine questions and service complaints.
Followed up on customer inquiries not immediately resolved by providing timely updates on the status of their requests.
Escalated unresolved issues requiring further investigation or specialized expertise.
Delivered customer support to high call load each shift.