Charlotte Spychaj
Mt Pleasant,PA
Summary
Driven by a results-focused approach, I leveraged my problem-solving and customer service skills at 1st Cannon LLC to enhance policy implementation processes and resolve claims issues, significantly improving client satisfaction. My experience spans various roles, including managing teams and maintaining high compliance standards, demonstrating my organizational prowess and commitment to excellence.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Agent
1st Cannon LLC
Irwin , PA
08.2024 - Current
- Served as a point of contact between carriers and customers for any issues that may arise during policy implementation or renewal processes.
- Provided Medicare customers with guidance and assistance in selecting the most appropriate insurance plans.
- Attended seminars, workshops, webinars. to stay abreast of new developments in the industry.
- Maintained accurate records of all transactions including quotes, applications, payments, cancellations.
- Provided support in resolving claims related issues such as delays in payment or incorrect amounts paid out.
- Processed applications including collecting relevant documents from applicants, completing forms, and submitting them to the insurance company for approval.
- Assisted clients with policy changes or questions regarding their existing life insurance policies.
CSR
Various Retail
Blairsville, PA
04.2016 - 07.2024
- Stocked shelves with merchandise according to company standards.
- Participated in team meetings and training sessions.
- Assisted customers with finding the right product for their needs.
- Opened and closed cash registers by counting money, separating charge slips and balancing drawers.
- Monitored and maintained the cleanliness and organization of the sales floor and stock areas.
- Adhered to loss prevention policies, identifying and reporting potential security issues.
- Operated point-of-sale systems accurately to process payments from customers.
Overnight Manager
CSD Relay Service
Lubbock, TX
02.2015 - 01.2016
- Assisted with troubleshooting issues related to equipment malfunctions or other problems encountered during the transcription process.
- Resolved customer complaints regarding inaccurate transcripts or missed deadlines promptly.
- Supervised and managed a team of transcriptionists to ensure that all work was completed accurately and on time.
- Kept operations in full compliance with HIPAA rules and regulations.
CSR
Various Telecommunications
Lubbock, TX
01.2010 - 11.2014
- Followed up with customers to ensure their satisfaction with products or services they received.
- Identified prospective clients by using business directories, following leads from existing clients, participating in organizations and clubs, attending trade shows and conferences.
- Developed and maintained relationships with existing customers in order to facilitate repeat business opportunities.
- Educated customers on product features and benefits so that they can make informed decisions when purchasing a product or service.
- Provided customer service and technical support to customers via phone, email, live chat, and social media.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Conferred with management to offer feedback on operations and promotions based on customer preferences and purchasing habits.
Education
High School Diploma -
Heritage High School
Lubbock, TX04-2009
Skills
- Problem-solving
- Meeting coordination
- Customer service and care
- Schedule management
- Organizational skills
- Cold calling
- Follow-up calling
- Recordkeeping proficiency
Certification
- AHIP Certification 11/24-11/25
- Life and Health Insurance License 11/24-11/26
- Certified Public Notary 03/23-03-27
Timeline
Agent
1st Cannon LLC
08.2024 - Current
CSR
Various Retail
04.2016 - 07.2024
Overnight Manager
CSD Relay Service
02.2015 - 01.2016
CSR
Various Telecommunications
01.2010 - 11.2014
High School Diploma -
Heritage High School
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