Doris Belbeck
Clearwater,FL
Summary
Knowledgeable and dedicated customer service professional with extensive experience. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses.
Overview
26
26
years of professional experience
1
1
Certification
Work History
Life Insurance Agent
DreamWealth
06.2023 - 03.2024
- Promoted products and services using upselling and other sales strategies.
- Created sources for continuous client referrals within community and with businesses using extensive networking skills.
- Analyzed customer needs to provide customized insurance solutions.
- Delivered informative presentations to potential clients about the benefits of life insurance policies, generating interest and driving sales growth.
- Leveraged industry knowledge to educate potential clients on the importance of life insurance, resulting in increased policy awareness and sales conversions.
- Explained advantages, features, and disadvantages of various policies to promote sale of plans, boosting overall sales 100%.
Commercial Lines CSR
Nationwide
03.2022 - 07.2023
- Analyzed customer needs to provide customized insurance solutions.
- Updated account information to maintain customer records.
- Optimized customer support by establishing collaborative service environments through targeted operational initiatives.
- Educated customers about billing, payment processing, and support policies and procedures.
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Offered advice and assistance to customers, paying attention to special needs or wants.
Licensed Insurance Agent
Everise
07.2021 - 01.2022
- Performed needs analysis to obtain information required to make appropriate health insurance product recommendations.
- Verified insurance coverage by telephone and online to guarantee proper reimbursement of benefits and estimate patients' financial responsibilities.
- Analyzed customer needs to provide customized insurance solutions.
- Calculated premiums and established payment methods for sales.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Monitored customer feedback and identified areas of improvement.
Customer Service Representative
AST Fund Solutions
01.2021 - 07.2021
- Developed customer service policies and procedures to meet and exceed industry service standards.
- Investigated and resolved customer inquiries and complaints quickly.
- Reached out to customers after completed sales to suggest additional service or product purchases.
- Promptly responded to inquiries and requests from prospective customers.
- Exhibited high energy and professionalism when dealing with clients and staff.
- Answered constant flow of customer calls with minimal wait times.
MARKETING SPECIALIST
Verocity Vintage
01.2014 - 10.2019
- Monitored trends in social media, industry, and competitive landscape to create new material.
- Maximized advertising efforts by developing content for media relations, corporate communications, and social media posts.
- Monitored social media questions and comments and appropriately responded.
- Maintained inventory of marketing literature, archive files and sample files.
- Developed digital marketing strategies by creating and implementing plans to reach and engage target audiences.
- Conducted market research and competitor analysis to inform search marketing strategies.
CUSTOMER SERVICE REPRESENTATIVE
Chimera Health Products
08.1998 - 04.2013
- Handled customer service inquiries in person, via telephone and through email.
- Balanced deposits and credit card payments each day.
- Supported accounts receivable operations within assigned functions.
- Assessed customer needs and utilized suggestive selling techniques to drive sales.
- Reviewed order data to verify transactions and shipping dates.
- Packed, secured, labeled and applied postage to materials to prepare items for shipment.
Education
GED -
Capital City Literacy Coalition
Lansing, MI2013
Skills
- Microsoft Word
- Microsoft Excel
- Microsoft PowerPoint
- Computer Proficiency
- Sales Quota Achievement
- Customer Needs Assessment
- Credit Card Payment Processing
- Multi-Line Telephone Operation
- Problem-Solving Ability
- Business Growth and Retention
- Positive Rapport-Building
- Overcoming Objections
Certification
- Licensed-Insurance Sales Agent- 01/2020
- CPNR Certification - 03/2024
Timeline
Life Insurance Agent
DreamWealth
06.2023 - 03.2024
Commercial Lines CSR
Nationwide
03.2022 - 07.2023
Licensed Insurance Agent
Everise
07.2021 - 01.2022
Customer Service Representative
AST Fund Solutions
01.2021 - 07.2021
MARKETING SPECIALIST
Verocity Vintage
01.2014 - 10.2019
CUSTOMER SERVICE REPRESENTATIVE
Chimera Health Products
08.1998 - 04.2013
GED -
Capital City Literacy Coalition