Audria Lewis
White Rock Realty
2
Certifications
15
years of professional experience
Compliance-focused professional with a background in customer service within regulated life insurance, annuity and real estate environments. Known for strong attention to detail, risk awareness and the ability to support organizations in state regulatory requirements.
Work History
Real Estate Agent
2 Years 6 Months- Guided clients through property buying and selling processes.
- Conducted market research to evaluate property values and trends.
- Maintained updated knowledge of local real estate markets.
- Managed real estate transactions from initiation to closing.
- Promoted property sales through advertisements, open houses and participation in multiple listing services.
- Negotiated purchase agreements and contracts with buyers and sellers.
- Ensured all transactions followed state laws regarding real estate practices.
- Managed sales pipeline by actively following up with prospects and hot leads.
- Organized and maintained accurate filing systems for important documents and records.
Customer Care Representative
1 Year 2 Months- Managed customer inquiries through phone and email.
- Maintained accurate records of customer interactions in CRM systems.
- 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.
- Handled 45-60 calls daily, while maintaining at least 95% quality.
- Explained life insurance policy details and benefits to customers.
- Processed incoming payments for life insurance policies accurately and efficiently.
- Ensured compliance with HIPAA regulations when dealing with patient information.
- Reviewed refund requests and forwarded information to analyst.
- Assisted in training new team members on procedures.
Real Estate Agent
2 Years- Conducted market research to evaluate property values and trends.
- Negotiated contracts between buyers and sellers effectively.
- Ensured all transactions followed state laws regarding real estate practices.
- Performed administrative duties such as preparing paperwork for listing presentations, tracking sales data and updating internal databases.
- Managed sales pipeline by actively following up with prospects and hot leads.
- Developed networks with appraisers, lenders, and home inspectors to facilitate real estate transactions.
- Attended industry events such as conventions and seminars.
Customer Service Representative
1 Year- Assisted customers with annuity inquiries and account management.
- Maintained up-to-date knowledge of industry regulations and compliance standards.
- Processed annuity applications and ensured compliance with regulations.
- Managed client accounts and maintained accurate records in CRM systems.
- Assisted in training new staff on annuity product knowledge and procedures.
- Ensured that all transactions relating to customers' annuities were properly documented.
Representative
8 Years 5 Months- Displayed strong telephone etiquette, effectively handling difficult call.
- Resolved customer complaints in a professional manner while remaining empathetic to their concerns.
- Consistently met daily performance goals set by management team members.
- Demonstrated exceptional service skills by going above and beyond to satisfy customers on phone and in person.
- Participated in training sessions designed to improve overall job performance.
- Processed annuity applications and ensured compliance with regulations.
- Managed high-volume inbound calls to address customer inquiries and concerns.
- Conducted follow-up calls to ensure resolution of issues and maintain relationships.
- Documented feedback from customers to enhance service offerings and training programs.
- Answered incoming calls and provided highest level of professionalism and knowledgeable service to every customer.
Education
Paralegal Certificate
Skills
Preparation of legal documents
Effective time management
Clear communication
Proficient in conflict management
Effective presentation skills
Proficient in handling multiple tasks
Technical troubleshooting
Recordkeeping
Research & Information gathering
Experience with CRM applications
Case file organization
Scheduling
calendaring and deadline tracking
Confidentiality and attention to detail
Certification
Real Estate
Timeline
Customer Care Representative
Jacobson
08.2024 - 10.2025Read More
Real Estate Agent
White Rock Realty
02.2024 - CurrentRead More
Customer Service Representative
Jacobson
09.2022 - 09.2023Read More
Real Estate Agent
Ebby Halliday
01.2022 - 01.2024Read More
Representative
New York Life Insurance Co
08.2011 - 01.2020Read More
Eastfield College
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University of Phoenix
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Center For Legal Studies By Barbri (TCU)
Paralegal Certificate
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