Accountable Insurance Representative with excellent client management and insurance plan promotion. Highly effective juggler of multiple competing responsibilities simultaneously. Proven history of exceptional time management and customer service.
Overview
12
12
years of professional experience
Work History
Insurance Agent
GEICO
03.2024 - 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.
Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
Provided prompt responses to inquiries from both prospective and existing clients, demonstrating a commitment to exceptional service.
Worked closely with other team members to optimize sales strategies and achieve regional goals.
Developed comprehensive knowledge of various insurance products, enabling effective recommendations for clients'' unique situations.
Participated in ongoing professional development activities, staying current with industry trends and regulatory changes affecting insurance products and services.
Conducted thorough policy reviews with existing clients, identifying gaps in coverage and offering additional protection options when necessary.
Determined client needs and financial situations by listening and scheduling fact-finding appointments.
Analyzed customer needs to provide customized insurance solutions.
Calculated premiums and established payment methods for sales.
Finalized sales and collected necessary deposits.
Collected premiums on or before effective date of coverage.
Research Analyst
Texas Excavation Safety Systems
03.2022 - 03.2024
Analyze notifications that come through the ticket research application
Ability to decipher which decision should be made on the notifications
Provide precise and detailed notes for feedback
Ability to distinguish when a screening notification should go to Training or the Contact Center for further action
Analyze risk data and determine what type of communication and messaging that should be provided to excavators
Log and track responses of excavators and provide feedback to leadership to enhance the risk-assessment program
Used software to evaluate and interpret data
Actively assisting with upper management with special tasks/projects.
Damage Prevention Agent
Texas Excavation Safety Systems
03.2017 - 03.2022
Input and process locate requests electronically and telephonically using the Texas811 data input systems
Agents communicate daily with customers and members while providing the best service damage prevention and public safety
Responded proactively and positively to rapid change
Followed through on all critical inter-departmental escalations to increase customer retention rates
Met customer call guidelines for service levels, handle time and productivity.
Mailer
The Dallas Morning News
10.2015 - 10.2018
Ensure advertising materials are inserted correctly and accurately into the appropriate newspaper sections at a pace that meets targeted production rates
Maintain machine operations by continuously feeding product and responding to machine stops by following established procedures
Operate auxiliary equipment such as pallet jacks to deliver products to packaging machines for insertion
Assist in the newspaper loading process by stacking products on pallets and or carts to be delivered to the loading dock.
Administrative Assistant
Wireless & Beyond
02.2015 - 08.2015
Responsibilities include but not limited to performing customer service functions by answering employee requests and questions
Conducts benefits enrollment for new employees
Verifies I-9 documentation and maintains books current
Performs payroll/benefit-related reconciliations
Assists with hiring and termination process
Assists with the preparation of the performance review forms
Assists HR Director and Accounting Manager with various research projects and/or special project
Handled administrative and accounting duties for management
Assisted with handling day-to-day office tasks, communications, and accounting activities.
Administrative Assistant
Integra Logistics Solutions
01.2014 - 01.2015
Responsible for handling all paperwork requests including requesting necessary documents required for shipping and receiving
Responsibilities included answering incoming calls, calling shippers to request documents, responding to emails within a timely manner, and providing documentation within a 24-hour time frame
Received and sorted incoming mail and packages to record, dispatch, or distribute to correct recipient.
Customer Service Representative
Verified Customer Service
01.2012 - 01.2014
Responsible for handling all incoming calls and registering customer complaints and accommodations for Greyhound Transportation America & Canada
Responsible for accurately quoting all trip and baggage pricing.