Seasoned Insurance Customer Service Specialist with a proven track record at State Farm Insurance, adept in conflict resolution and policy requirements. Excelled in enhancing customer satisfaction and retention rates through expert account management and dispute resolution. Skilled in multitasking and documentation processing, demonstrating a commitment to professionalism and quality control.
Highly skilled Insurance Customer Service Representative with broad experience in managing customer inquiries, processing insurance claims and maintaining client records. Strong skills include effective communication, problem-solving and relationship-building abilities. Previous roles have showcased ability to boost customer satisfaction levels and contribute to team success through hard work, attention to detail and excellent organizational capabilities.
Overview
11
11
years of professional experience
Work History
Insurance Customer Service Representative
Smart Financial
Newport Beach, CA
05.2021 - Current
Assisted with customer inquiries, complaints, and requests for information regarding insurance policies.
Verified accuracy of customer data entered into the system.
Provided quotes on various types of insurance policies.
Performed administrative duties such as filing, scanning, faxing, copying documents.
Advised customers on available coverage options that best fit their individual needs.
Ensured compliance with company guidelines and regulatory standards when dealing with customers' accounts or policies.
Actively participated in training sessions to stay up-to-date on changes in regulations related to insurance policies.
Retention 1 Specialist
State Farm Insurance
Dunwoody, GA
11.2016 - 05.2021
Assisted customers with complaints, inquiries, and billing issues while maintaining a high level of customer satisfaction.
Provided detailed reports on customer feedback and retention metrics for management review.
Collaborated with other departments to develop promotional campaigns aimed at increasing retention rates.
Utilized CRM software to track customer interactions, record feedback, and monitor progress towards goals.
Worked closely with sales team members to ensure successful onboarding of new clients.
Explained new products and services to customers.
Resolved customer service or billing issues by exchanging merchandise, refunding money, or adjusting bills.
Dispatcher/CLIENT SUPPORT Specialist
Custard Insurance Adjuster
01.2014 - 11.2016
Route inbound calls from to appropriate department for assistance
Educate prospective policy holders on company products and services
Respond to inbound emergency and non-emergency from insured commercial truck drivers
Locate and dispatch field adjustors to active accident scenes
Receive and entered initial loss reports for commercial policy holders
Education
Associate of Applied science - Business Administration
South Georgia Technical College
Americus, GA
01.2008
Skills
Organization
Insurance terminology
Conflict Resolution
Investigation support
Documentation processing
Policy requirements and eligibility
Quality Control
Document Review
Multitasking
Denied claims identification
Data Management
Dispute Resolution
Insurance plan verification
Professionalism
Background in insurance
Account management expertise
Multitasking Abilities
Office Equipment Operation
Time management abilities
References
References available upon request.
Timeline
Insurance Customer Service Representative
Smart Financial
05.2021 - Current
Retention 1 Specialist
State Farm Insurance
11.2016 - 05.2021
Dispatcher/CLIENT SUPPORT Specialist
Custard Insurance Adjuster
01.2014 - 11.2016
Associate of Applied science - Business Administration