Results-driven Customer Service Professional with 8 years of experience, including 2.5 years in a leadership role. Expertise in team training and conflict resolution, with a strong track record in resolving escalated issues and boosting team efficiency. Ready to contribute leadership and communication skills as a Team Lead.
Overview
9
9
years of professional experience
Work History
Customer Care Advisor
Bestow
Tampa
08.2025 - Current
Deliver exceptional customer support across multiple communication channels.
Resolve customer inquiries efficiently via phone and email.
Identify customer needs and provide tailored solutions.
Manage customer accounts and maintain accurate information in database systems.
Assist in training new staff on company policies and customer care practices.
Ensure compliance with company policies related to customer service procedures.
Licensed Life Insurance Agent
Amplify Life
08.2024 - 07.2025
Presented and clarified various insurance policies to clients, emphasizing key benefits and cost structures for informed decision-making
Analyzed clients' financial situations to identify optimal life insurance coverage options tailored to their needs
Collaborated with underwriters to streamline application processes, enhancing efficiency and ensuring timely policy issuance
Provided exceptional customer service by promptly addressing inquiries, resolving issues, and processing policy changes
Licensed Life Insurance Agent
New York Life Insurance Company
Tampa
10.2021 - 08.2024
Promoted and sold diverse life insurance products, including whole life, term life, guaranteed life, and additional term life & ADB policy riders, aligning offerings with client needs.
Consulted with clients and prospects to evaluate life insurance needs, budgets, and financial goals, ensuring personalized solutions.
Provided tailored rate quotes and coverage recommendations to enhance client understanding and decision-making.
Processed insurance applications for current and prospective clients, ensuring accuracy and compliance with industry standards.
Introduce clients to all available insurance policy options and clearly explain them
Process all current insurance policy requests including but not limited to: payments, reinstatement, loans, beneficiary changes, coverage changes, changes to personal information, etc.
Career Break
N/A
Tampa
01.2020 - 10.2021
Managed personal and family health matters due to Covid-19 pandemic.
Policy Service Specialist/Team Leader
SageSure Insurance Managers
Tallahassee
06.2018 - 12.2019
Led a team to improve operational efficiency and customer service.
Monitored team performance, providing constructive feedback to foster continuous improvement.
Processed policy changes and updates for client accounts, ensuring accuracy and compliance.
Collaborated with underwriters and agents to ensure accurate policy issuance.
Assisted clients with inquiries regarding coverage options and claims procedures.
Developed training materials for new hires, enhancing understanding of policy service protocols.
Delivered training sessions on new products or services offered by the company.
Team Lead
Conduent
Tallahassee
03.2017 - 06.2018
Led team members, ensuring timely completion of tasks to maintain high standards.
Led team meetings to coordinate project updates and address challenges.
Supported manager in setting achievable team goals and tracked progress towards them.
Analyzed performance metrics to pinpoint specific areas for team improvement.
Trained new staff in relevant processes and procedures.
Resolved escalated customer complaints or queries promptly and efficiently.