Diana Potts
Westville,IN
Summary
Proven Client Service Advisor with a track record of enhancing customer satisfaction and retention for General Insurance Services. Leveraged exceptional communication and complaint handling skills to reduce client complaints significantly. Excelled in a fast-paced environment, demonstrating strong multitasking and computer skills, and contributing to revenue growth through strategic upselling.
Overview
27
27
years of professional experience
1
1
Certification
Work History
Client Service Advisor
General Insurance Sevices
06.2022 - Current
- Identified opportunities to upsell or cross-sell products, contributing to revenue growth for the company.
- Handled sensitive client information with discretion, maintaining strict confidentiality standards in accordance with company policies.
- Managed a high volume of phone calls, emails, and in-person interactions to provide exceptional customer service for diverse clientele.
- Enhanced customer satisfaction by consistently providing timely and accurate information on products and services.
- Developed strong relationships with clients and colleagues, fostering a collaborative work environment focused on achieving business goals.
- Contributed to the development of new strategies for enhancing customer experience, driving improvements across the organization.
- Stayed up-to-date with industry developments and trends in order to provide knowledgeable advice for clients seeking assistance.
Customer Service Representative
Signature Graphics, Inc
07.1998 - 06.2022
- Developed rapport with customers through active listening skills, leading to higher retention rates and positive feedback from clients.
- Collaborated with team members to develop best practices for consistent customer service delivery.
- Provided coaching and mentoring to new hires, contributing to their successful integration into the team.
- Trained new Customer Service Representatives on company policies, procedures, and best practices.
Education
Ivy Tech Community College of Indiana
Valparaiso, INSkills
- Strong empathy
- Exceptional communication
- Complaint handling
- Client retention strategies
- Call center experience
- Client relations
- Follow-up skills
- Payment processing
- Account management
- System documentation
- Attention to detail
- Multitasking
- Reliability
- Computer skills
- Excellent communication
- Understanding customer needs
Certification
Property and Casualty Independent Producer License Indiana.
Timeline
Client Service Advisor
General Insurance Sevices
06.2022 - Current
Customer Service Representative
Signature Graphics, Inc
07.1998 - 06.2022
Ivy Tech Community College of Indiana
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