DANIELLE WINFREY-BOBO
Indianapolis,IN
Summary
Licensed Insurance Agent with GEICO, specializing in customized insurance solutions and client education. Demonstrated excellence in customer service and communication, ensuring compliance and efficient resolution of billing inquiries. Expertise in risk assessment and relationship management, fostering customer satisfaction and loyalty. Proven ability to negotiate optimal coverage options and drive growth through strategic sales and proactive problem-solving.
Overview
14
14
years of professional experience
Work History
Licensed Insurance Agent
GEICO, Government Employees Insurance
Carmel, Indiana
05.2025 - Current
- Advised clients on tailored insurance solutions that meet specific needs.
- Educated customers about policy features and risk factors for informed decision-making.
- Processed policy changes, renewals, cancellations, and claims accurately and promptly.
- Ensured compliance with federal, state, and local insurance regulations to mitigate risks.
- Handled billing inquiries and payment processing to resolve customer service issues efficiently.
Customer Representative
Carrington Mortgage
01.2024 - 04.2025
- Resolved customer inquiries and issues efficiently, ensuring exceptional support experiences.
- Processed customer transactions accurately and promptly.
- Educated clients on mortgage processes and fees to promote clarity.
- Guided clients through required documentation for mortgage applications.
Customer Care Specialist II
NextGear Capital
01.2020 - 10.2023
- Ensured top-notch customer experience through effective communication and process execution
Customer Care Representative
Conduent
12.2018 - 11.2019
- Assisted business customers, resolved inquiries, and managed account growth and collections
Data Entry
Stericycle
08.2016 - 12.2018
- Entered and verified customer data, ensuring accuracy and timely processing
Customer Service Rep
Americall Group, Inc.
03.2012 - 08.2016
- Maintained professionalism, responded to inquiries, and supported sales efforts
Education
High School Diploma -
Lew Wallace
Gary, IN08-1997
Skills
- Customer service and support
- Sales and account management
- Leadership and team management
- Problem solving and teamwork
- Quality assurance and risk assessment
- Client education and relationship management
- Data entry accuracy and billing resolution
- Effective communication and active listening
- Professionalism and ethics
Timeline
Licensed Insurance Agent
GEICO, Government Employees Insurance
05.2025 - Current
Customer Representative
Carrington Mortgage
01.2024 - 04.2025
Customer Care Specialist II
NextGear Capital
01.2020 - 10.2023
Customer Care Representative
Conduent
12.2018 - 11.2019
Data Entry
Stericycle
08.2016 - 12.2018
Customer Service Rep
Americall Group, Inc.
03.2012 - 08.2016
High School Diploma -
Lew Wallace