Responsible individual provided customer support to clients needing assistance with service plans. Researched inquiries, answered questions and offered solutions to resolve issues. Considered valuable team player with great organizational skills. Seeking to obtain a professional role in Customer Service.
• Finding clients: Identifying potential clients through referrals and leads, and contacting them
• Scheduling meetings: Setting up meetings with clients
• Advising clients: Helping clients choose the best policy for their needs, and answering their questions
• Preparing proposals: Creating insurance proposals and packages that meet clients' needs
• Completing paperwork: Assisting clients with completing applications and other necessary paperwork
• Following up: Making follow-up calls with clients as needed
• Monitoring claims: Ensuring that all claims are monitored and that all required documentation has been filed
Staff Management:
Client Service:
Financial Operations:
Marketing and Promotion:
Operational Management:
Technical Skills:
• Customer service: Greeting customers, answering questions, and helping customers find products
• Sales: Processing payments, refunds, and returns, and promoting products to meet sales goals
• Stocking: Unpacking deliveries, stocking shelves, and taking inventory
• Organization: Keeping the store clean and tidy, and ensuring product tags and labels are accurate
• Store operations: Opening and closing the store, and managing financial transactions o
• Customer complaints: Resolving customer complaints and issues in a professional manner
• Security: Alerting management of potential security issues
Responsible individual providing customer service to clients needing assistance with any needs Researching inquiries, answering questions and offered solutions to resolve issues Considered a valuable team player with great organizational skills Seeking to obtain a professional role in Customer Service