Crissy Ellis
Houston,TX
Summary
Customer Service with 10+ years of experience, seeking to utilize my knowledge and experience in a position where I can grow within the company. Developed key skills in client-focused insurance environment, including risk assessment, policy analysis, and customer service. Seeking to transition into new field where these abilities can be effectively applied to drive positive outcomes. Adept at navigating complex information and providing clear, actionable insights to clients and colleagues.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Licensed Insurance Agent
RESULTSCX
07.2024 - Current
- Calculated quotes and educated potential clients on insurance options.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
- Improved client satisfaction by providing tailored insurance solutions and exceptional customer service.
- Increased policy sales by conducting thorough needs assessments and presenting suitable coverage options.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Cross-sold insurance products to existing clients to reach sales targets.
Owner
Crissy's Income Tax & Business Svcs
09.2015 - Current
- Preparing individual and business tax returns, providing customer service, transmitting tax returns and processing checks
- Managed day-to-day business operations.
- Elevated brand awareness with targeted marketing campaigns, leveraging social media and digital platforms.
- Interacted well with customers to build connections and nurture relationships.
Collections Specialist
TSI - Transworld System, Inc
08.2023 - 02.2024
- Making outbound calls to customers to collect a debt that is owed, informing customers of the debt, arranging payment plans, offering settlement options
Remote Customer Service Specialist
Victoria's Secret
10.2022 - 07.2023
- Answering incoming calls, assisting customers with placing online orders, processing payments, refunds, checking order statuses, processing damaged orders and checking on orders not received
Remote Family Enrollment Counselor
Concentrix
05.2022 - 12.2022
- Company Overview: Remote
- Answering inbound calls, assisting parents/legal guardians with enrolling their kids into our schools, resetting passwords to their accounts, helping parents with uploading their documents to be submitted to the school, explaining the enrollment process and the time frames for verification of documents, reminding them of the caps and waitlists, transferring calls to tech support for trouble shooting issues, etc.
- Remote
Remote Customer Service Representative
Transcom
12.2021 - 03.2022
- Company Overview: Remote
- Answer inbound calls assisting customers with their apple devices such as Iphones, Ipads, Mac computers, etc..
- Helping them troubleshoot their devices, processing refunds, resetting passwords to their apple ID accounts, etc.
- Remote
Customer Service/Call Center
Plexos Group
07.2021 - 11.2021
- Inbound calls assisting claimants with filing new unemployment claims, helping them with their existing claims, troubleshooting, resetting passwords, answering questions and identifying fraudulent claims to be reported to the fraud dept for investigation
Administrative Asst
Innovative Service Providers
02.2017 - 11.2020
- Schedule & coordinate meetings, appointments & travel arrangements for supervisors & managers
- Maintained discretion when dealing with sensitive topics & information
- Multi-tasking when directing the front desk, data entry, filing & assisting mgr with any other duties as required
Education
no degree - PSYCHOLOGY
THE UNIVERSITY OF ARIZONA GLOBAL CAMPUS
Houston, TX04-2026
Skills
- Tax experience
- Typing
- Technical Support
- Troubleshooting
- Phone etiquette
- Communication skills
- Customer service
- Microsoft Office
- Data entry
- Salesforce
- Computer skills
- Insurance sales expertise
- Insurance product expertise
Certification
- Accident and Death License (Licensed in various states)
- Licensed Insurance Agent/Broker (Licensed in various states)
- Life and Health Insurance License (Licensed in various states)
- Medicare Certification – Various Providers. (Licensed in various states)
Timeline
Licensed Insurance Agent
RESULTSCX
07.2024 - Current
Collections Specialist
TSI - Transworld System, Inc
08.2023 - 02.2024
Remote Customer Service Specialist
Victoria's Secret
10.2022 - 07.2023
Remote Family Enrollment Counselor
Concentrix
05.2022 - 12.2022
Remote Customer Service Representative
Transcom
12.2021 - 03.2022
Customer Service/Call Center
Plexos Group
07.2021 - 11.2021
Administrative Asst
Innovative Service Providers
02.2017 - 11.2020
Owner
Crissy's Income Tax & Business Svcs
09.2015 - Current
- Accident and Death License (Licensed in various states)
- Licensed Insurance Agent/Broker (Licensed in various states)
- Life and Health Insurance License (Licensed in various states)
- Medicare Certification – Various Providers. (Licensed in various states)
no degree - PSYCHOLOGY
THE UNIVERSITY OF ARIZONA GLOBAL CAMPUS
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