Carolyn Gallegos
Fort Lupton,CO
Summary
Dedicated Customer Service professional with knowledge of service delivery and proven multitasking abilities. Committed to maintaining professional relationships to increase profitability and drive business results. Skilled at listening to customers, meeting productivity targets and maintaining current knowledge of company offerings. Offers empathy, reliability and enthusiasm for satisfying customers.
Overview
17
17
years of professional experience
Work History
Account Manager
Conexus Insurance Company
02.2024 - Current
- Increased client satisfaction by building strong relationships and addressing their needs promptly.
- Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
- Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
- Conducted regular account reviews to identify areas for improvement and ensure continued success.
Account Manager
Inszone Insurance
12.2021 - 01.2024
- Addressed problems with accounting, billing and service delivery to maintain and enhance client satisfaction.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
- Researched and resolved routine and complex issues.
- Followed up on denials, late payments, extensions and other special circumstances.
- Presented insurance options to customers in order to close sales on new policies.
Retention Specialist
Allstate Insurance
02.2020 - 12.2021
- Responded to customer calls swiftly to resolve issues and answer questions
- Upsold additional products and services after identifying customer needs and requirements
- Scheduled fact-finding appointments and consultations to determine client needs and overall financial situations
- Maintained high standards of customer service by building relationships with clients
- Conducted annual reviews of existing policies to update information
Retention Specialist
State Farm
01.2019 - 11.2019
- Utilized advanced skills in solving problems and making accurate decisions to implement strategies that brought about immediate results
- Responded to customer calls swiftly to resolve issues and answer questions
- Upsold additional products and services after identifying customer needs and requirements
- Scheduled fact-finding appointments and consultations to determine client needs and overall financial situations
- Collected premiums on or before effective date of coverage
Customer Service Representative
Applewood Plumbing Heating and Electric
12.2017 - 06.2018
- Provided information regarding charge accounts and loyalty programs
- Answered constant flow of customer calls with minimal wait times
- Offered advice and assistance to customers, paying attention to special needs or wants
- Acted as first point of contact and set appointments for prospective clients
- Entered daily data in computer systems and documented office activities
Mortgage Loan Officer
Rocky Mountain Law Enforcement Federal Credit Union
01.2009 - 09.2017
- Reviewed loan files and updated to match current standards
- Oversaw scheduling of timely loan closing to satisfy home builder and borrower needs
- Compiled closing packages for drafting and presentation accuracy
- Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans
- Recommended loan approvals and denials based on customer loan application reviews
Education
High School Diploma -
Alameda High School
Lakewood, CO05.2005
Skills
- Scheduling
- Teamwork
- Client Needs Assessment
- Customer Complaint Resolution
- Insurance Knowledge
- Customer Relations
- File and records management
Timeline
Account Manager
Conexus Insurance Company
02.2024 - Current
Account Manager
Inszone Insurance
12.2021 - 01.2024
Retention Specialist
Allstate Insurance
02.2020 - 12.2021
Retention Specialist
State Farm
01.2019 - 11.2019
Customer Service Representative
Applewood Plumbing Heating and Electric
12.2017 - 06.2018
Mortgage Loan Officer
Rocky Mountain Law Enforcement Federal Credit Union
01.2009 - 09.2017
High School Diploma -
Alameda High School
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