Marcus Lucas II
Gulf Shores,AL
Summary
Positive and outgoing individual with a natural talent for cultivating strong relationships and delivering exceptional customer service. Solid grasp of account management principles, honed communication and problem-solving skills to effectively address customer needs. Ability to drive customer satisfaction and contribute to team success sets apart in providing top-notch service. Developed versatile skill set within fast-paced, customer-oriented environment, focusing on client relationship management and effective communication. Demonstrated ability to analyze client needs and provide tailored solutions. Seeking to leverage these skills in new field to drive impactful results and contribute to organizational success.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Account Representative
State Fram Kimberly Coleman
05.2024 - Current
- Quote 5 policies a day to help meet monthly sales targets
- Make at least 30 calls a day to help generate new business
- Develop and maintain customer satisfaction
- Acts as point of contact for customer claims
- Analyze and identify customers needs
- Collaborate with other sales reps to
- Increased customer satisfaction ratings through proactive and actionable resolutions to questions, concerns, or challenges.
- Managed a portfolio of multiple accounts, ensuring timely delivery of products and services while maintaining strong relationships with clients.
- Analyzed accounts for delinquencies and other ongoing issues.
Claims Adjuster
CNC National Claims
07.2023 - 01.2024
- Inspected and documented active claims
- Negotiated claims settlements
- Reviewed Settled claims to ensure payments and settlements were made properly
- Sent to several different locations to close claims that included Minnesota, Georgia, and Mississippi
- Closed over 100 claims
- Negotiated favorable settlements with claimants, attorneys, and other insurance carriers to minimize financial risk for the company.
- Examined claims forms and other records to determine insurance coverage.
- Maintained compliance with state regulatory requirements through meticulous documentation and adherence to company policies.
Account Representative
Allstate Insurance
01.2022 - 06.2022
- Worked with owner to improve the business on the books
- Answered 40 calls a day
- Informed current and potential customers about life, auto, and or health policies
- Increased customer satisfaction ratings through proactive and actionable resolutions to questions, concerns, or challenges.
- Assisted clients in navigating complex financial and legal processes to reduce risks.
- Analyzed accounts for delinquencies and other ongoing issues.
Education
No Degree - Marketing Management
Southeast Missouri State University
Cape Girardeau, MO06-2022
No Degree - Business Management
University of Nevada, Las Vegas
Las Vegas, NV06-2016
High School Diploma -
McGill Toolen High School
Mobile, AL05.2016
Skills
- Attention to detail
- Effective time management
- Customer service excellence
- Data analysis
- Skilled in resolving conflicts
Accomplishments
Employee of the month.
Sales Person of the month.
Certification
- National producer number: 20235755
- License Number: 3001794531
Timeline
Account Representative
State Fram Kimberly Coleman
05.2024 - Current
Claims Adjuster
CNC National Claims
07.2023 - 01.2024
Account Representative
Allstate Insurance
01.2022 - 06.2022
No Degree - Marketing Management
Southeast Missouri State University
No Degree - Business Management
University of Nevada, Las Vegas
High School Diploma -
McGill Toolen High School
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