Salesforce
Cheyenne Herr
Fort Worth,TX
Summary
Professional in the insurance industry, skilled in customer service, policy management, and claims processing. Known for strong team collaboration, adaptability to changing demands, and delivering results. Proficient in problem-solving, communication, and building client relationships. Reliable and prepared to make significant impact.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Insurance Service Agent
Goosehead Insurance Agency
02.2025 - Current
- Reduced processing time for policy updates by implementing efficient document management systems and leveraging digital tools for improved workflow management.
- Negotiated favorable terms with carriers on behalf of clients to secure competitive rates while maintaining adequate coverage levels.
- Maintained accurate records of customer interactions, transactions, and policy changes to ensure seamless service delivery.
Asset Transfers Specialist
Charles Schwab & Co
03.2022 - 01.2025
- Improved customer satisfaction rates through proactive problem-solving and efficient complaint resolution.
- Managed and assisted clients accounts when transferring between brokerage firms.
- Assisted with the chat function and the emailing system when applicable for the needs of the business to provide optimal client support.
Financial Services Representative
Charles Schwab & Co
10.2021 - 03.2022
- Provided excellent customer service, resolving issues quickly and maintaining long-term client relationships.
- Maintained up-to-date knowledge of industry regulations, trends, and best practices to provide informed advice to clients.
- Worked closely with other departments to provide seamless service delivery for complex client requests.
Car Sales Certification Inspector
Enterprise Holdings Inc., Car Sales
06.2020 - 10.2021
- Created a file folder of all vehicle manuals for all models from 2018-2022, enabling dealerships to replace missing manuals for customers directly via email.
- Delivered detailed reports on findings from inspections, helping the company understand areas requiring attention or improvement in order to maintain regulatory compliance.
- Ensured compliance with industry regulations through meticulous attention to detail during inspections.
Remarketing Logistics Coordinator
Enterprise Holdings
01.2019 - 03.2020
- Persuaded the central office to expedite delivery of a vehicle title; received in three days instead of 4-6 weeks
- Trained new employees on logistics procedures, promoting a consistent approach across the team.
- Closed >1,000 billing orders for purchasing dealerships
Management Trainee/Management Assistant
Enterprise Holdings Inc., Rent-A-Car
05.2016 - 01.2019
- Transformed an underperforming branch slated to be closed; ran the branch with minimal assistance, increasing sales and customer service metrics to avoid closure and renew 10-year lease with a larger and more diverse fleet inventory
- Acted with integrity, honesty, and knowledge to promote culture of company.
- Showcased strong organizational skills by effectively managing multiple projects and tasks simultaneously, meeting all deadlines, and maintaining a high level of performance under pressure.
Education
Bachelor of Arts - History and Political Science
University of North Texas
Denton, TX05-2016
Skills
- Client Relationship Management
- Client Engagement
- CRM Software Proficiency
- Quality Service Management
- Strategic Problem Resolution
- Effective Communication
- Strategic Prioritization Skills
- Insurance Product Knowledge
- Office Administration
- Conflict Resolution Expertise
- Insurance Lexicon
- Effective Time Management
Previous Experience
Six years in clerical/management positions for Kroger Stores; ranked #1 in district sales for six consecutive months as Starbucks Manager in Bartonville, TX and #1 in performance matrix for 12 consecutive weeks as a Cashier in Denton, TX.
Certification
- Licensed Texas Property and Casualty Insurance Agent - 02/19/2025 to 05/31/2027. License no. 3297071
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Work Preference
Work Type
Full TimeWork Location
On-SiteRemoteHybridImportant To Me
Career advancementWork-life balanceHealthcare benefitsPaid sick leave401k matchPaid time offWork from home option4-day work weekPersonal development programsFlexible work hoursQuote
The way to get started is to quit talking and begin doing.
Walt Disney
Software
Interests
Star Trek
Animals
United States History
Traveling
Jewelry
Timeline
Insurance Service Agent
Goosehead Insurance Agency
02.2025 - Current
Asset Transfers Specialist
Charles Schwab & Co
03.2022 - 01.2025
Financial Services Representative
Charles Schwab & Co
10.2021 - 03.2022
Car Sales Certification Inspector
Enterprise Holdings Inc., Car Sales
06.2020 - 10.2021
Remarketing Logistics Coordinator
Enterprise Holdings
01.2019 - 03.2020
Management Trainee/Management Assistant
Enterprise Holdings Inc., Rent-A-Car
05.2016 - 01.2019
Bachelor of Arts - History and Political Science
University of North Texas
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