Ashley Lara
Lexington,NC
Summary
Insurance professional skilled in client relationship management and policy expertise, enhancing customer experiences through effective communication and streamlined operations.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Independent Insurance Agent
Cassie Gallimore Insurance
Lexington, North Carolina
06.2025 - Current
- Maintained precise records of client interactions and insurance transactions using software systems.
- Responded to customer inquiries and resolved issues to ensure exceptional service.
- Developed new client relationships through cold calling and referrals from existing customers.
- Processed payments promptly according to established procedures.
- Participated in continuing education courses to remain informed on industry trends and regulations.
- Streamlined office operations by creating a material movement process, reducing backtracking.
- Coordinated scheduling and appointments for staff and clients effectively.
- Provided administrative support, including document copying, scanning, filing, and supply ordering.
Insurance Customer Service Representative
TTEC/USAA
Concord, North Carolina
06.2023 - Current
- Assisted customers with policy inquiries while ensuring prompt service delivery.
- Educated clients on insurance products tailored to their needs.
- Processed applications and updates for policies with a focus on accuracy.
- Conducted follow-up calls to verify satisfactory issue resolution.
- Facilitated premium payment processing and renewals promptly.
- Verified accuracy of customer data entered into the system consistently.
- Participated in team meetings, sharing insights for service enhancement.
- Utilized CRM systems to monitor customer interactions and updates efficiently.
Server
Cracker Barrel
Lexington, North Carolina
09.2006 - 08.2023
- Delivered friendly, efficient service to high volume of daily customers.
- Trained new servers on service standards and restaurant procedures.
- Greeted customers, answered inquiries, and recommended menu specials.
- Collaborated with kitchen staff to ensure timely order delivery.
- Operated POS terminals for accurate order input and billing.
- Responded professionally to guest complaints and feedback.
- Followed health safety guidelines for food preparation and service.
- Displayed enthusiasm and knowledge about menu offerings.
Education
High School Diploma -
South Davidson High School
Denton, NC06-2006
Some College (No Degree) - Associates
Davidson County Community College
Lexington, NCSkills
- Client relationship management
- Insurance policy expertise
- Payment processing
- Record keeping
- Cold calling
- Customer service
- Attention to detail
- Time management
- Communication skills
- Auto and property insurance
- Licensed insurance agent
- Policy writing and renewals
- Insurance product promotion
- Customer follow-up strategies
- CRM software proficiency
- Professional demeanor
- Adaptability
Certification
Personal Lines License
Timeline
Independent Insurance Agent
Cassie Gallimore Insurance
06.2025 - Current
Insurance Customer Service Representative
TTEC/USAA
06.2023 - Current
Server
Cracker Barrel
09.2006 - 08.2023
High School Diploma -
South Davidson High School
Some College (No Degree) - Associates
Davidson County Community College