Detail-oriented individual skilled in data analysis and problem resolution. Known for effectively managing policy processing and enhancing customer satisfaction through proactive engagement and timely resolution of inquiries.
Overview
2
2
years of professional experience
Work History
Licensed Insurance Agent
HealthPlanOne
Remote
07.2025 - Current
Resolved client inquiries regarding policy terms and benefits.
Conducted follow-ups to ensure customer satisfaction with services provided.
Maintained accurate client records in the CRM system for future reference.
Attended training sessions to stay updated on industry regulations and products.
Processed policy changes, renewals, cancellations, claims and other related paperwork accurately and timely.
Responded promptly to customer inquiries via phone calls or emails in a professional manner.
Ensured compliance with all federal, state, local laws and regulations regarding insurance practices.
Customer Service Representative
Scion
Remote
04.2024 - 02.2025
Provided exceptional customer service to ensure customer satisfaction.
Maintained detailed records of customer interactions, transactions and comments for future reference.
Resolved customer complaints promptly and efficiently.
Resolved complex problems by working with other departments to provide solutions that meet customer needs.
Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
Developed positive relationships with customers through friendly interactions.
Engaged in conversation with customers to understand needs and provide tailored support.
Answered customer inquiries and provided accurate information regarding products and services.