Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Bryana LeFevre

El Mirage,AZ

Summary

Insurance professional with extensive experience in customer service. Flexible and hardworking in deadline-driven environments. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Seeking to maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Client Manager

Willis Towers Watson
05.2018 - Current
  • Enhanced client satisfaction by effectively addressing concerns and resolving issues in a timely manner.
  • Developed strong relationships with clients through regular communication.
  • Trained new employees on company policies, procedures, and best practices, ensuring seamless integration into the team dynamic.
  • Scheduled and attended meetings with clients and prospective clients as requested.
  • Managed a diverse portfolio of clients, ensuring optimal results by tailoring strategies to individual needs.
  • Implemented new processes to streamline workflow and improve overall efficiency within the team.
  • Collaborated with cross-functional teams to identify opportunities for growth and expansion of services offered.

Licensed Insurance Agent

The Mahoney Group
03.2016 - 05.2018
  • Review and analyze suspicious and potentially fraudulent insurance claims.
  • Calculated quotes and educated potential clients on insurance options.
  • Followed up with customers on unresolved issues. Tracked the progress of all outstanding insurance claims.
  • Collected, analyzed and validated all agency commissions.
  • Evaluated the accuracy and quality of data entered into the agency management system.
  • Reported policy changes and company conditions affecting customer satisfaction.
  • Conducted annual reviews of existing policies to update information.
  • Issued out Certificate's & Evidence of Insurance to client. Mentored entry-level brokers.

Customer Service Representative

Farmers Insurance Group
09.2015 - 03.2016
  • Managed customer calls effectively and efficiently in a complex, fast-paced and challenging call center environment.
  • Collected all premiums on or before effective date of coverage.
  • Defused volatile customer situations calmly and courteously.
  • Met or exceed service and quality standards every review period.
  • Spoke with 80+ existing and prospective clients each week to select appropriate insurance policies.
  • Calculated premiums and established payment methods for sales.
  • Finalized sales and collected necessary deposits.
  • Negotiated new and renewal production goals with business development manager.
  • Contributed ideas and offered constructive feedback at weekly sales and training meetings.
  • Evaluated the accuracy and quality of data entered into the agency management system.

Education

High School Diploma - undefined

Valley Vista High School
Surprise, AZ
2013

Some College (No Degree) - Some College

Maricopa Community Colleges - Glendale Community College
Glendale, AZ

Skills

  • Client Relationship Management
  • Computer-savvy
  • Driven
  • Personable
  • Proactive team player
  • Has experience in writing Bonds, Commercial insurance, and Personal Insurance

Certification

  • P&C Licensed
  • Personal Lines Licensed

Timeline

Client Manager

Willis Towers Watson
05.2018 - Current

Licensed Insurance Agent

The Mahoney Group
03.2016 - 05.2018

Customer Service Representative

Farmers Insurance Group
09.2015 - 03.2016

High School Diploma - undefined

Valley Vista High School

Some College (No Degree) - Some College

Maricopa Community Colleges - Glendale Community College

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Bryana LeFevre