CHARLOTTE R FAENGLER
San Antonio,TX
Summary
Detailed and goal-oriented customer service/agent for client satisfaction and retention to contribute to company success. Focused and dedicated with many years of experience providing superior customer service, building long-term relationships and developing strategic plans to aid clients with coverage needs. Experienced insurance representative, with courteous and cordial desire to take on challenges, ensure to solve difficult solutions and generate new business.
Overview
9
9
years of professional experience
1
1
Certification
Work History
AGENT/CUSTOMER SERVICE
FARMERS CARLOS CRUZ AGENCY
SAN ANTONIO , TX
06.2018 - Current
- Resolved customer complaints quickly and efficiently. Assisted customers with inquiries regarding products and services through phone, email, and chat.
- Performed administrative duties related to customer service such as filing documents or completing paperwork.
- Provided product information to customers in a timely manner.
- Answered incoming calls promptly and professionally within company standards.
- Reviewed files, records and other obtained documents to respond to customer requests and offered additional products for current clients and offered products for personal and business.
CUSTOMER SERVICE
DUNN INSURANCE AGENCY
SAN ANTONIO , TX
12.2015 - 05.2018
- Experienced in managing high volume of incoming calls and handling client files.
- Monitored customer service calls and emails to identify areas of improvement in customer service processes.
- Assisted in troubleshooting escalated customer service issues.
- Updated and maintained client requests for information, payments, and policy updates
Skills
- Conflict Resolution
- Recordkeeping proficiency
- Problem-solving skills
- Organizational Skills
- Documenting information
- APEX, Miocrosoft, MVP
- Ensuring customer satisfaction
Certification
- P&C Insurance Agent
- Life Agent
References
References available upon request.
Timeline
AGENT/CUSTOMER SERVICE
FARMERS CARLOS CRUZ AGENCY
06.2018 - Current
CUSTOMER SERVICE
DUNN INSURANCE AGENCY
12.2015 - 05.2018
- P&C Insurance Agent
- Life Agent
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