Devoted Customer Sales and Service Representative with 6+ years of experience; specializing in assisting client's needs and improving company sales. Possesses a strong track record for going above and beyond in order to build relationships with clients and maintain customer loyalty.
Overview
8
8
years of professional experience
11
11
years of post-secondary education
3
3
Languages
Work History
Licensed Sales Associate (Property and Casualty)
The Hartford Insurance Group
06.2020 - Current
Used active listening to identify customer's needs for their home and auto policies
Proficient in underwriting risks to align with company and state guidelines
Consistently within the top 25% of combined sales conversions and top 15% of home conversions
Exceeded fluctuating monthly goals provided by leadership
Built professional relationships with insureds to reinforce confidence and lasting trust with the Hartford
Promoted The Hartford's standard for customer service through displaying a positive attitude and empathy both on and off the phone
Attended continuing education courses to further develop my knowledge of working with the mature market
Escalation specialist
Worked with Root Cause Problem Solving team tasked with breaking down and creating solutions to trending issues based off of customer feedback
Customer Relations Specialist
The Hartford Insurance Group
08.2018 - 06.2020
Issued quotes and processed endorsements for midterm changes and on renewals for Commercial Auto, Worker's Compensation, General Liability, and Property policies based on company guidelines and insured/agent requests
Provided Tier I audit and payroll billing support
Detailed existing coverages listed on policy to clients and analyzed contracts to ensure insurance requirements were met
Provided comprehensive breakdowns for customer invoices, payment history, account activity, loss runs, and agency commission statements
Used critical thinking to solve complex problems and create an effortless experience for our client
Customized payment schedules based on customer needs expressed during conversations
Fulfilled requests from clients through email, fax, phone, and live chat
Specially skilled to work directly with agents to amend policy producers codes
Proficient in researching company procedures to maintain the most up to date policies
Adept in leading agents through their digital accounts for online requests
Lead team huddles used to communicate procedure changes and best practices, document feedback, and clarify changes within the department
International Customer Sales & Service Representative
J.Crew International
08.2016 - 06.2018
Provided on floor training to new hire associates post classroom instruction
Lead beginning-of-shift meetings on policy updates, new promotions, and company news
Personally responsible for communicating and resolving any shipping issues with company’s international shipping distributor, BorderFree (Pitney Bowes), on behalf of the customer
Part of a team that conducted case-by-case investigations to locate missing packages and items
Assisted international stores with in-store purchases and returns
Answered customer calls and emails regarding adjusting accounts, item inquiries, returns, service requests, and case updates
Operated over six online systems at any given time to assist customers
Doubled as Domestic J.Crew, J.Crew Factory, and Madewell Overflow Associate
Domestic Customer Sales and Service Representative
J.Crew/ J.Crew Factory/ Madewell
07.2015 - 06.2018
Ranked top 10% in credit card sales
Exceeded monthly sales quota of $10,000
Provided sales and full service to J.Crew, J.Crew Factory, and Madewell clientele
Provided on floor training to new hire associates post classroom instruction
Part of team tasked with resolving customer requests to adjust orders after placement (i.e redirecting shipments, applying promotions, wrong item ordered)
Assisted all domestic stores with purchases, returns, and customer accounts
Proactively gave information on company's loyalty program, item specifics, shipping terms, and return policy to ensure an effortless experience
Cataloged customer information
Customized pieces purchased to suit client's needs
Operated over four online systems at any given time
Education
Some College (No Degree) - Business Management
San Antonio College
08.2014 - Current
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Cornerstone Christian Schools
08.2010 - 05.2014
Skills
Tools and Technology
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References
Marcella Espinosa - USAA
No: 210-330-0902
Lenorea Dorsey - The Hartford
No: 210-683-8705
Timeline
Licensed Sales Associate (Property and Casualty)
The Hartford Insurance Group
06.2020 - Current
Customer Relations Specialist
The Hartford Insurance Group
08.2018 - 06.2020
International Customer Sales & Service Representative
J.Crew International
08.2016 - 06.2018
Domestic Customer Sales and Service Representative
Underwriter, Technology & Life Science Practice, Middle & Large Commercial at The Hartford Insurance GroupUnderwriter, Technology & Life Science Practice, Middle & Large Commercial at The Hartford Insurance Group