Chelsea Surles
Waxahachie
Summary
As customer service professional, brings valuable experience in addressing and resolving customer issues effectively. Known for strong focus on team collaboration and achieving positive outcomes. Reliable and adaptable with excellent communication and problem-solving skills.
Overview
6
6
years of professional experience
Work History
Account Manager
State Farm-Michele Davis
04.2025 - Current
- Developed comprehensive insurance plans tailored to client needs and preferences.
- Educated clients on policy options and coverage details to enhance understanding.
- Managed client relationships, ensuring timely communication and follow-up on inquiries.
Insurance Agent
AAA
04.2024 - 04.2025
- Maintained clients through personalized acquisition and retention strategies.
- Set up clients with new policies, calculated premiums and established payment methods.
- Customized insurance policies to match client requirements and budget constraints.
- Developed and implemented sales strategies to attract new clients.
- Reviewed client portfolios regularly to identify cross-selling opportunities that could offer additional protection or savings benefits.
Customer Service Representative
State Farm
07.2023 - 03.2024
- Developed personalized customer journeys to enhance satisfaction.
- Enhanced customer understanding of complex insurance concepts through clear and simplified explanations.
- Streamlined customer service processes, reducing wait times and improving efficiency.
- Managed inbound calls in fast-paced insurance environment, ensuring customer satisfaction and retention.
Customer Service Representative
Co-op Financial Services
12.2019 - 06.2023
- Analyzed call volume and average call time to monitor performance and productivity.
- Kept records of customer interactions or transactions, recording details of inquiries and actions taken.
- Managed difficult customer situations with professionalism and empathy.
- Resolved customer complaints related to financial products and services.
Education
Business
Western Governors University
05.2027
High School - undefined
Lancaster High School
Lancaster, Texas06.2009
Skills
- Account management
- Time management abilities
- Data entry
- Decision-making
- Attention to detail
- Critical thinking
- Computer skills
- Works Well Under Pressure
Timeline
Account Manager
State Farm-Michele Davis
04.2025 - Current
Insurance Agent
AAA
04.2024 - 04.2025
Customer Service Representative
State Farm
07.2023 - 03.2024
Customer Service Representative
Co-op Financial Services
12.2019 - 06.2023
High School - undefined
Lancaster High School
Business
Western Governors University
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