Carlita Newell

• Developed comprehensive insurance plans tailored to clients' specific needs and financial goals.
• Educated clients on policy options, ensuring informed decision-making regarding coverage and benefits.
• Cultivated client relationships through regular follow-ups, enhancing client satisfaction and retention rates.
• Analyzed market trends to identify new sales opportunities and adjust strategies accordingly.
• Conducted thorough risk assessments to determine appropriate coverage levels for individual clients.
• Led community outreach initiatives to promote awareness of life insurance benefits among potential clients.
• Attended continuing education courses and workshops to gain additional insurance industry knowledge.
• Crafted clear, informative reports to explain life insurance policy features and benefits.
• Retained existing clientele through regular follow-ups, policy reviews, and timely adjustments based on changing circumstances or needs.
• Analyzed customers' financial situations to recommend appropriate life insurance policies.

• Educated clients on health insurance products and coverage options to ensure informed decisions.
• Conducted thorough assessments of client needs to tailor insurance solutions effectively.
• Facilitated enrollment processes, ensuring compliance with regulatory guidelines and company policies.
• Developed and maintained strong relationships with clients to enhance customer satisfaction and retention.
• Performed needs analysis to obtain information required to make appropriate health insurance product recommendations.
• Maintained up-to-date knowledge of industry trends and regulatory changes, providing accurate advice to clients and staying ahead of competitors.

• Developed retention strategies to enhance customer loyalty and satisfaction.

Networked and Liaisoned customer and business positive

Retention Specialist-Remote

relationships with customers to retain business and quickly devise resolutions to problems.

• Analyzed customer behavior and customer feedback to develop retention strategies.

• Handle high-volume communication professionally 30+ calls daily through multiple platforms such as phone, email, and group chats.

• Reading and interpreting technical documents and communicating information to customers and/or appropriate departments.

• Gather and share information about customer complaints to negotiate better and decrease customer cancellations.

• Communicate information regarding retention strategies to other departments when necessary.

• Achieved and consistently exceeded revenue quota through product and service promotion during routine calls.

• Compiled all calls and interactions into a computer data system.

• Servicing of inbound calls for roadside assistance and other service requests from client's customers and/or client account representatives for assistance with items such as: a vehicle that won't start flat tire(s) keys locked inside a car vehicle out of gas vehicle in an accident
• Probing to identify the need of the customer based on vehicle inoperable situation.
• Identifying the customer's location using Google Maps and other client tools.
• Providing policy coverage details based on the specific client program.
• Securing a Service Provider to assist the customer, based on the parameters of the policy's program.
• Providing status updates to customers calling after the initial request for assistance was processed.
• Transferring of inbound calls or outbound calls to other client-designated internal support departments or client account representatives.
• Virtual

• Assist members in placing their wait-list requests for a resort that is currently unavailable.
• Offer members alternative vacation options if their first choice is unavailable.
• Sell membership packages by advising members of the features and benefits of the Core, Gold, and Platinum levels as well as all Interval products.
• Solve member concerns for first call resolution, ultimately avoiding escalation.
• Virtual