Responsible and energetic customer service representative offering more than seven years of experience in office environments. Proficient multi-tasker with ability to manage multiple-line phone system, records maintenance and high-volume business inquiries. Flexible and hardworking with the drive to succeed.
Overview
8
8
years of professional experience
Work History
Insurance Customer Service Representative
Pacific Financial Association
Phoenix, AZ
02.2023 - 12.2024
Answer customer inquiries and provide accurate information regarding our services.
Provide excellent customer service to resolve customer complaints in a timely manner.
Perform administrative tasks such as filing paperwork, updating databases and generating reports.
Identify areas of improvement in customer service processes and suggest changes accordingly.
Develop strong relationships with customers by providing personalized assistance and support.
Promote high customer satisfaction by resolving problems with knowledgeable and friendly service.
Answer inbound calls, chats and emails to facilitate customer service.
Set up and activate customer accounts on three different programs. (CRM,Newton and Access My Insurance).
Inform customers about billing procedures, process payments and provide payment option setup assistance.
Assist customers with making payments or establishing payment plans to bring accounts current.
Receptionist
Pacific Financial Association
Phoenix, AZ
04.2021 - 02.2023
Answered and directed more than 100 incoming calls a day using multi-line telephone system.
Entered data in Excel software to keep records of incoming checks.
Redacted documents with personal information using Adobe.
Wrote 80 to 100 sales cards each day.
Worked with 2 screens while transferring calls.
Used CRM to search and enter data.
Greeted guests upon office entry, including customers and official representatives.
Answered incoming calls and routed to appropriate personnel.
Maintained a neat, organized reception area.
Assisted with mail sorting and distribution.
Responded to customer inquiries via phone or email promptly.
Inputted client contact information into database accurately.
Receptionist
New Horizons Real Estate
Fort Worth, Texas
05.2017 - 05.2020
Met incoming customers with professional approach and provided friendly, knowledgeable assistance.
Scheduled appointments for property visits of real estate agents.
Responded to telephone inquiries from clients and real estate agents and delivered information to inform and educate callers.
Received incoming packages and mail, dispersed parcels and shipped outgoing items.
Kept reception area clean and organized to offer positive first impression to every visitor.
Entered data on Excel and MS Office to keep records of properties sold.
Provided clerical support to all team members to improve office efficiency and enhance productivity.
Greeted customers, answered general questions and directed to appropriate locations.
Maintained professional tone at all times, including during peak rush hours.
Took accurate messages for staff and management to facilitate open and speedy communication.
Scanned e-files and organized in a timely manner.
Handled mortgage payments.
Education
Western Hills High School
Fort Worth, TX
06.2017
Insurance Producer License
Online
Phoenix
Skills
Excellent customer service skills both on phone and in person
Great communication skills
Experience in running multiple-line telephone systems
Data Entry
Organization Skills
Bilingual
Proficient in MS Office and other computer programs
Senior Associate, Research & Statistics at Association of Asia Pacific AirlinesSenior Associate, Research & Statistics at Association of Asia Pacific Airlines