Celena Caldwell

Remarket existing clients insurance policies to make sure we’re offering the most competitive rates

Quote new business for existing clients

Assist Account Managers as needed.

• Streamlined daily operations to optimize workflow efficiency and boost team productivity.
• Facilitated development of training materials for new hires to enhance onboarding efficiency.
• Oversaw inventory management and streamlined procurement processes to enhance operational efficiency.
• Facilitated management in executing strategic initiatives aimed at enhancing client satisfaction.
• Guided junior staff in best practices to enhance team knowledge sharing.
• Oversaw daily operations to ensure adherence to performance quality and service standards.
• Ensured cleanliness, safety, and organization of store environment to elevate customer experience.
• Cultivated strong working relationships with staff to enhance team collaboration.
• Oversaw cash intake and deposit record management to enhance accuracy and minimize discrepancies.
• Managed daily cash reconciliation processes to ensure precise financial reporting.
• Enhanced customer satisfaction by proactively addressing and resolving complaints.
• Provided expert guidance to customers in evaluating needs and preferences.
• Guided junior staff members in professional development through targeted mentorship and support.
• Cultivated repeat business by delivering outstanding customer service.
• Facilitated customer engagement to collect feedback and enhance service and product offerings.
• Exhibited professionalism by remaining composed while addressing dissatisfied or irate customers.

• Managed incoming calls to provide accurate quotes for property and casualty insurance.
• Issued and billed new business insurance policies to ensure client coverage.
• Assisted in managing a portfolio of clients by remarketing existing policies and adding new lines of business. Facilitated payment processing and issued certificates of insurance as needed.