Deborah Spencer
Dunbar
Summary
Dynamic Associate Agent at Shannon Dean Agency with a proven track record in enhancing customer satisfaction through effective issue resolution and policy management. Skilled in regulatory compliance and customer relationship management, I excel in delivering tailored insurance solutions, ensuring client needs are met while maintaining meticulous records.
Overview
7
7
years of professional experience
Work History
Associate Agent
Shannon Dean Agency
Nitro
02.2018 - Current
- Initiated contact with clients to ensure satisfaction with services provided.
- Maintained accurate records of customer information, policies, and payments.
- Collaborated with other team members in resolving customer service issues.
- Researched and responded to inquiries from customers regarding their policies.
- Conducted telephone and face-to-face interviews to assess customer requirements.
- Delivered excellent service via inbound and outbound calling efforts, meeting established minimum targets.
- Enhanced customer satisfaction ratings by effectively and swiftly resolving issues.
- Ensured compliance with state regulations governing insurance products.
- Assisted customers in selecting appropriate insurance coverage based on individual needs.
- Processed applications for new policies or modifications to existing ones.
- Responded to client inquiries and resolved issues promptly.
- Advised customers on the advantages of different types of policies available.
- Provided guidance on policy changes and renewals.
- Provided excellent service and attention to customers when face-to-face or through phone conversations.
- Provided support and guidance to colleagues to maintain a collaborative work environment.
Education
Associates in Accounting - Accounting And Business
Sawyer Business College
Pomona, CA05-1982
Skills
- Customer service
- Policy management
- Record keeping
- Data analysis
- Regulatory compliance
- Customer relationship management
Timeline
Associate Agent
Shannon Dean Agency
02.2018 - Current
Associates in Accounting - Accounting And Business
Sawyer Business College
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