Doris Le

• Attended continuing education courses and workshops to gain additional insurance industry knowledge.
• Maintained high standards of customer service by building relationships with clients.
• Explained advantages, features, and disadvantages of various policies to promote sale of plans.
• Provided coverage option information to assist clients in protecting assets.
• Increased sales of life insurance products through tactical customer outreach.
• Negotiated with customers and insurance companies to secure favorable policy terms.
• Analyzed customers' finacial situations to recommend appropriate life insurance policies.

Offered advice in preparing for customers' future needs and assistance to them how to get what they want for pre-need services under their budget at Rose Hills. Participated in team meetings and training sessions to stay informed about product updates and changes. Track customers satisfaction and handled customer inquiries and suggestions courteously and professionally. Followed up with customers after completed sales to assess any service concerns and preferences.

_Assistance to customers, paying attention to special needs or wants.

_Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.

_Observed in general the whole VIP room during working time to ensure the safety and customers' cash flow which need to be reported to IRS correctly.

_Utilized customer service software to manage interactions and track customer satisfaction.

_Helped card dealers and floorpersons clarified customer issues and determined root cause of problems to resolve any wrongdoing or service complaints.

_Enhanced productivity levels by anticipating needs and delivering outstanding support.

Responded to customer requests, offering excellent support and services.