Summary
Overview
Work History
Education
Skills
Timeline
Generic

Cassandra Parker

Jacksonville

Summary

Dedicated insurance agent with expertise in customer relations and insurance policy management. Skilled in handling inquiries and providing tailored solutions to enhance customer satisfaction. Proven track record in call center operations and sales within the insurance sector. Committed to supporting company goals through proactive service and relationship building.

Overview

7
7
years of professional experience

Work History

Licensed Insurance Agent

EveriseInc.
10.2024 - 04.2025
  • Facilitated policyholder understanding by clearly explaining coverage, and answering inquiries.
  • Processed and updated insurance policies to meet client needs, and ensured accuracy.
  • Cultivated strong customer relationships through effective communication, and personalized service.
  • Managed customer concerns and resolved issues efficiently, maintaining high satisfaction levels.
  • Executed policy changes by evaluating client requirements, and implementing adjustments.

Licensed Insurance Agent

Allstate Corp
04.2024 - 10.2024
  • Negotiated policy terms and premiums with potential clients, ensuring competitive offers.
  • Clarified various coverage options to potential policyholders.
  • Secured an average 15% increase in deal size by effectively negotiating policy contracts with clients.
  • Gained in-depth knowledge of financial and insurance products, services, and best practices.
  • Handled and addressed concerns efficiently to ensure client contentment.
  • Recorded transactions and updated accounts accurately.

Licensed Health Insurance Agent

Teletech
08.2022 - 03.2024
  • Managed inbound calls from customers exploring alternative insurance options, and guided them in selecting appropriate insurers.
  • Processed and updated insurance policies to meet client needs, ensuring accuracy and compliance.
  • Created customized insurance proposals, outlining coverage options, premiums, and enrollment guidelines.
  • Cultivated strong customer relationships through effective communication and personalized service.
  • Evaluated client requirements, and executed policy changes accordingly.

Customer Service Representative/Claims Representative

Omni Interactions
01.2021 - 10.2022
  • Handled incoming calls to communicate product value to prospective customers, and assist existing policyholders.
  • Processed and updated customer interactions and transactions to maintain accurate records.
  • Reviewed and adjusted coverage levels to resolve customer conflicts, and meet individual needs.
  • Updated claims system to track claim status, and ensure seamless interdepartmental communication.
  • Identified and corrected discrepancies between patient information and claims data to improve accuracy.

Customer Service Agent/Licensed Healthcare Agent

Everise
11.2021 - 06.2022
  • Managed 60+ inbound calls per shift, assisting existing and prospective customers with insurance options.
  • Maintained key performance indicators by achieving one-call resolutions, and ensuring HIPAA compliance.
  • Utilized active listening and probing questions to assess customer needs, and accurately input information into systems.
  • Diffused escalated situations with professionalism and problem-solving skills, ensuring positive customer experiences.
  • Increased sales through a consultative approach, fostering strong relationships with new and existing policyholders.

Customer Service Advisor and Technical Support Advisor

Asurion Insurance Services
07.2018 - 12.2020
  • Cultivated strong customer relationships through friendly, knowledgeable service, and prompt issue resolution.
  • Managed customer concerns efficiently, addressing routine questions and service complaints with professionalism.
  • Documented customer interactions in CRM to track requests, problems, and resolutions for accurate record-keeping.
  • Diagnosed and troubleshot product issues to enhance the customer experience and reduce call escalations.
  • Increased sales by 90% through strategic promotional planning, and proactive follow-ups with interested prospects.

Education

Associate Of Science - Business Administration

Virginia College
Jacksonville, FL
12.2016

Associate Of Science - Industrial Management

Florida State College At Jacksonville
Jacksonville, FL
07.2013

Skills

  • Analytical problem-solving
  • Proficient in technology
  • Policy management expertise
  • Client requirement analysis
  • Effective policyholder communication
  • Customer service efficiency
  • Microsoft Office Expertise
  • Sales Expertise
  • Insurance sales expertise
  • Quotes and sales
  • Upselling
  • Data entry

Timeline

Licensed Insurance Agent

EveriseInc.
10.2024 - 04.2025

Licensed Insurance Agent

Allstate Corp
04.2024 - 10.2024

Licensed Health Insurance Agent

Teletech
08.2022 - 03.2024

Customer Service Agent/Licensed Healthcare Agent

Everise
11.2021 - 06.2022

Customer Service Representative/Claims Representative

Omni Interactions
01.2021 - 10.2022

Customer Service Advisor and Technical Support Advisor

Asurion Insurance Services
07.2018 - 12.2020

Associate Of Science - Industrial Management

Florida State College At Jacksonville

Associate Of Science - Business Administration

Virginia College

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