Summary
Overview
Work History
Education
Skills
Timeline
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Carlos Perry

Monroe,LA

Summary

Results-driven professional provides customers with tailored solutions to meet needs. Successfully establishes relationships with customers and delivers quality service. Agile individual with excellent communication and customer service skills.

Overview

7
7
years of professional experience

Work History

Independent Insurance Broker

Various Insurance Carriers
03.2021 - Current
  • Sell Medicare, life, health, accident and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
  • Meet with customers to provide information about available products and policies.
  • Conduct annual reviews of existing policies to update information.
  • Collect premiums on 250 clients or before effective date of coverage.
  • Successfully manage large portfolio of diverse clients while maintaining high retention rates through proactive relationship-building efforts.
  • Coordinate with carriers during claim resolution processes to ensure fair settlements for insured parties as quickly as possible.

Customer Service Advocate

Arise Virtual Solutions Inc.
08.2017 - 03.2021
  • Investigated and resolved customer inquiries and complaints quickly.
  • Participated in team meetings and training sessions to stay informed about product updates and changes.
  • Bolstered customer retention by creating and offering unique discount options and inspiring interest in new product lines.
  • Assisted customers in navigating company website and placing online orders, improving overall user experience.
  • Clarified customer issues and determined root cause of problems to resolve product or service complaints.
  • Provided primary customer support to internal and external customers.
  • Promoted superior experience by addressing customer concerns, demonstrating empathy, and resolving problems swiftly.

Education

No Degree - Computer Information Systems

Columbia Southern University
Orange Beach, AL

No Degree - Computer Science

Louisiana Tech University
Ruston, LA

Skills

  • Client Account Management
  • Insurance Coverage Verification
  • Document Control
  • Life Insurance
  • Account Management
  • Rapport Building
  • Premium Calculations
  • Lead prospecting
  • CRM Tracking
  • Relationship Building
  • Insurance Policy Sales
  • Policy Feature Explanations
  • Customer Referrals
  • Claims Information Gathering

Timeline

Independent Insurance Broker

Various Insurance Carriers
03.2021 - Current

Customer Service Advocate

Arise Virtual Solutions Inc.
08.2017 - 03.2021

No Degree - Computer Information Systems

Columbia Southern University

No Degree - Computer Science

Louisiana Tech University

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Carlos Perry