Craig Bernstein
Lauderdale Lakes,FL
Summary
Personable professional with exemplary customer service skills. Knowledgeable in tackling issues and concerns with poise. Looking to take a dedicated career as a Customer Service Executive to the next level.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Medicare Specialist/Customer Service Manager
USA Health Brokers
04.2016 - 03.2024
- Enhanced overall customer experience with empathetic listening and clear communication during interactions.
- Participated in ongoing professional development opportunities to stay current with industry trends and maintain expertise in the field of Medicare management.
- Maintained up-to-date knowledge of Medicare regulations, contributing to compliant department operations.
- Handled escalated calls from dissatisfied customers with professionalism and tact, ultimately resolving issues efficiently.
- Followed through with client requests to resolve problems.
- Managed complex customer issues effectively, navigating multiple internal resources to identify and implement the best possible solutions.
Insurance Sales Agent
ICan Benefit Group LLC
08.2010 - 03.2016
- Educated clients on insurance products, enabling them to make informed decisions regarding their coverage needs.
- Developed strong relationships with clients through consistent communication and exceptional customer service.
- Contributed to agency success by consistently meeting or exceeding monthly sales targets.
- Generated quotes and proposals for clients to match individual needs.
- Expanded client base by generating referrals from satisfied customers and networking within the community.
Insurance Agent
State Farm
05.2008 - 02.2010
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Maintained high standards of customer service by building relationships with clients.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Cross-sold insurance products to existing clients to reach sales targets.
- Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
Education
Associates Degree - Small Business Management
Nassau Community College
Garden City, NY05.1991
Skills
- Strong Communication Skills
- Claims Processing Proficiency
- Customer service expertise
- Medical Terminology Familiarity
Certification
- Licensed Insurance Agent - Current through 2026
Licenses Held : 2-15, 2-20
Life, Health and Variable Annuity
General Lines
Timeline
Medicare Specialist/Customer Service Manager
USA Health Brokers
04.2016 - 03.2024
Insurance Sales Agent
ICan Benefit Group LLC
08.2010 - 03.2016
Insurance Agent
State Farm
05.2008 - 02.2010
Associates Degree - Small Business Management
Nassau Community College
- Licensed Insurance Agent - Current through 2026
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