Cherry Leavell
Villa Rica,GA
Summary
Communicative customer service professional motivated to maintain customer satisfaction and contribute to company success. History managing large amounts of inbound calls and sustaining satisfactory relationships with customers. Offers skill with CRM systems paired with outstanding active listening and multitasking abilities. Dedicated Customer Service Specialist providing skills to prioritize and multi-task in fast-paced working environment. Successfully works as part of team to reach personal and business goals. Known for successfully handling escalated customer support issues.
Overview
8
8
years of professional experience
Work History
Customer Service Representative
COMBINED INSURANCE A CHUBB COMPANY
Atlanta, GA
02.2019 - Current
- Provide support for support of various insurance products
- Provide accurate quotes on all policies
- Review the benefits, policy advantages and disadvantages
- Combined Insurance sales employees who voluntarily or involuntarily leave
- Review the underwriting process and the new incontestability period
- Pre-existing condition time frame of the new policy
- Traveling 50% of time in state of Georgia.
Personal Markets Insurance Agent
NAA National Agents Alliance
Burlington, NC
07.2017 - Current
- Marketing of various insurance products and services
- Knowledgeable of current underwriting guidelines
- Georgia Insurance licensee
- A marking Company Affiliates offer an array of products and services.
Licensed Life and Health Insurance Agent
AmeriLife of Georgia, LLC
Stockbridge, GA
11.2023 - 08.2024
- Facilitated communication between healthcare providers across multiple disciplines.
- Provided support for families facing difficult decisions about end-of-life care.
- Evaluated existing health policies within an organization to identify areas for improvement.
- Maintained detailed records of client visits including assessments, interventions, follow-up plans.
- Collaborated with physicians, nurses, and other healthcare professionals to coordinate care plans.
- Organized and facilitated group workshops on a variety of health topics.
- Identified potential risks that could affect the health of individuals or populations.
Customer Service Representative (CSR) / Financial Services Representative
Wipro / Molina Healthcare
08.2021 - 10.2023
- Interact with customers via phone, email, or live chat, addressing their inquiries, requests, and concerns promptly and professionally
- Develop a comprehensive understanding of our products, services, and company policies to provide accurate information to customers
- Assist customers with placing orders, processing returns, and handling order-related inquiries
- Identify customer needs and find suitable solutions, while adhering to company guidelines and policies
- Demonstrated ability to empathize with customers and provide compassionate support
- Ability to manage multiple tasks simultaneously and adapt to a fast-paced work environment
- Comfortable using computer systems, CRM software, and other relevant tools.
Customer Service Representative
AON Retiree Solutions Exchange
06.2020 - 11.2020
- Support Broking Admin Teams in Policy Administration and Invoicing
- Tabulate Premiums Breakdown
- E-Filing Support
- Meticulous and able to multitask
- Teamwork and cultivating with others
- Relationship, work Independently with Minimal direction
- Adaptable and a quick Learner.
Insurance Agent
ALLSTATE INSURANCE COMPANY, THE RCA GROUP, LLC
Atlanta, GA
03.2018 - 12.2018
- Developed new sales opportunities, makes sales presentations a close sale
- Maintain regular contact with clients, as well as maintain reports and records of Policies
- Services existing customers and assist with processing new insurance Application, Prospect and initiate new business sales while building business
- Manage referral relationships, execution of plans, implement office processes.
Insurance Sales/ Office Manager
WFG World Financial Group
Alpharetta, GA
12.2017 - 12.2018
- Managed trained and developed an office of 3 customer service representatives
- Develop and execute sales and marketing strategies and opportunities
- Analyzed, evaluated, consulted, and negotiated optimal strategic, personal and business insurance coverage with clients as well as financial services
- Provides semi-annual reports for employees to contact clients thorough review of Insurance and Financial Service coverage
- Obtained series 6 and 63 license from FINRA as a Financial Services Advisor.
Insurance Agent
HGS Hinduja GLOBAL Inc
Roswell, GA
08.2017 - 12.2017
- Agent broker for Centers for Medicare and Medicaid Services (CMS)
- Service accounts via inbound telephone calls
- Assess clients’ needs for insurance needs, calculate premiums, establish coverages.
Inventory Management Coordinator Grady Hospital
Cardinal Health
Atlanta, GA
03.2016 - 03.2017
- Analyze data, complete various project tasks
- Scanning, indexing, release of information, quality assurance
- Assess workflows for process improvement / reengineering to attain optimal operational efficiencies.
Education
Medical Assistant -
Everest College
Atlanta, GeorgiaSkills
- Knowledge of the CMS, the Affordable Care ACT, State and Federal Based Insurance Exchanges
- Interact with customers via phone, email, or live chat, addressing their inquiries, requests, and concerns promptly and professionally
- Develop a comprehensive understanding of our products, services, and company policies to provide accurate information to customers
- Assist customers with placing orders, processing returns, and handling order-related inquiries
- Identify customer needs and find suitable solutions, while adhering to company guidelines and policies
- Demonstrated ability to empathize with customers and provide compassionate support
- Ability to manage multiple tasks simultaneously and adapt to a fast-paced work environment
- Comfortable using computer systems, CRM software, and other relevant tools
- Support Broking Admin Teams in Policy Administration and Invoicing
- Tabulate Premiums Breakdown
- E-Filing Support
- Meticulous and able to multitask
- Teamwork and cultivating with others
- Relationship, work Independently with Minimal direction
- Adaptable and a quick Learner
- Provide support for support of various insurance products
- Provide accurate quotes on all policies
- Review the benefits, policy advantages and disadvantages
- Review the underwriting process and the new incontestability period
- Pre-existing condition time frame of the new policy
- Traveling 50% of time in state of Georgia
- Developed new sales opportunities, makes sales presentations a close sale
- Maintain regular contact with clients, as well as maintain reports and records of Policies
- Services existing customers and assist with processing new insurance Application, Prospect and initiate new business sales while building business
- Manage referral relationships, execution of plans, implement office processes
- Managed trained and developed an office of 3 customer service representatives
- Develop and execute sales and marketing strategies and opportunities
- Analyzed, evaluated, consulted, and negotiated optimal strategic, personal and business insurance coverage with clients as well as financial services
- Provides semi-annual reports for employees to contact clients thorough review of Insurance and Financial Service coverage
- Obtained series 6 and 63 license from FINRA as a Financial Services Advisor
- Marketing of various insurance products and services
- Knowledgeable of current underwriting guidelines
- Georgia Insurance licensee
- A marking Company Affiliates offer an array of products and services
- Agent broker for Centers for Medicare and Medicaid Services (CMS)
- Service accounts via inbound telephone calls
- Assess clients’ needs for insurance needs, calculate premiums, establish coverages
- Analyze data, complete various project tasks
- Scanning, indexing, release of information, quality assurance
- Assess workflows for process improvement / reengineering to attain optimal operational efficiencies
- Report Generation
- Appointment Scheduling
- Product Knowledge
- Complaint resolution
- Paperwork Processing
- Data Collection
- Inbound and Outbound Calling
- Professional telephone demeanor
- Data Entry
- Information Security
- Account updating
- Consultative Sales
- Call Management
- Scheduling
Timeline
Licensed Life and Health Insurance Agent
AmeriLife of Georgia, LLC
11.2023 - 08.2024
Customer Service Representative (CSR) / Financial Services Representative
Wipro / Molina Healthcare
08.2021 - 10.2023
Customer Service Representative
AON Retiree Solutions Exchange
06.2020 - 11.2020
Customer Service Representative
COMBINED INSURANCE A CHUBB COMPANY
02.2019 - Current
Insurance Agent
ALLSTATE INSURANCE COMPANY, THE RCA GROUP, LLC
03.2018 - 12.2018
Insurance Sales/ Office Manager
WFG World Financial Group
12.2017 - 12.2018
Insurance Agent
HGS Hinduja GLOBAL Inc
08.2017 - 12.2017
Personal Markets Insurance Agent
NAA National Agents Alliance
07.2017 - Current
Inventory Management Coordinator Grady Hospital
Cardinal Health
03.2016 - 03.2017
Medical Assistant -
Everest College
Similar Profiles
Diane KishDiane Kish
Independent Licensed Sales Agent at Combined Insurance (A Chubb Company)Independent Licensed Sales Agent at Combined Insurance (A Chubb Company)
Pam Saldivar, CTMPPam Saldivar, CTMP
Senior Talent Acquisition Consultant at Combined Insurance a CHUBB CompanySenior Talent Acquisition Consultant at Combined Insurance a CHUBB Company
Jeane GiangiacomoJeane Giangiacomo
Agency Leader at Combined Insurance/ A CHUBB CompanyAgency Leader at Combined Insurance/ A CHUBB Company