Summary
Overview
Work History
Education
Skills
Licenses Certificates
Certification
Timeline
Generic

BREANNA CRAIG

Detroit

Summary

Professional in financial operations with valuable experience in resolving account discrepancies and enhancing customer relationships. Proven track record of collaborating effectively with team members to meet targets and adapt to changing priorities. Recognized for problem-solving abilities and keen attention to detail.

Overview

10
10
years of professional experience
1
1
Certification

Work History

Insurance Agent

Qualfon/Dialog Direct
04.2024 - Current
  • Built strong relationships with clients through consistent communication and excellent customer service.
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
  • Maintained high standards of customer service by building relationships with clients.
  • Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
  • Cross-sold insurance products to existing clients to reach sales targets.
  • Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
  • Prepared and reviewed insurance applications to verify compliance with regulations.
  • Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.

CIC Resolution Specialist II/Technical Support

The Auto Club Group
07.2017 - 02.2024
  • Assisted agents in locating resources, navigating multiple systems
  • Resolved clients concerns/complaints
  • Processed appeasements & exceptions raised by system/company errors
  • Reviewed & verified required documentation
  • Escalated tickets to track & resolve system technical errors
  • Facilitated system conversion powerpoint, process & procedure training
  • Formatted & tracked coaching emails via Excel spreadsheet/follow ups
  • Coached/trained new hire agents
  • Resolved agent/client concerns

Call center Agent Representative

PSCU FINANCIAL SERVICES
11.2014 - 06.2016
  • Provided cross training to staff members
  • Trained staff on how to improve customer interactions
  • Updated member's accounts and information on a daily basis
  • Maintained confidentiality of company records and client information

Education

Associate Degree - General Studies

Wayne County Community College
Detroit, MI

High school diploma -

Henry Ford High School
Detroit, MI

Skills

  • Excellent attention to detail
  • Strong problem solving ability
  • Fast learner
  • Highly dependable
  • Licensed insurance agent
  • Client relationship building
  • Data entry proficiency
  • Documentation skills
  • Active listening

Licenses Certificates

Property & casualty Insurance License in several states.

Certification

  • Ethics and Compliance Certification – Ethical Compliance Training Programs.
  • Licensed Insurance Agent/Broker - State Department of Insurance.

Timeline

Insurance Agent

Qualfon/Dialog Direct
04.2024 - Current

CIC Resolution Specialist II/Technical Support

The Auto Club Group
07.2017 - 02.2024

Call center Agent Representative

PSCU FINANCIAL SERVICES
11.2014 - 06.2016

Associate Degree - General Studies

Wayne County Community College

High school diploma -

Henry Ford High School
BREANNA CRAIG