Elaine Mora
Simpsonville,SC
Summary
Bilingual Account Specialist with over 15 years of client interface experience in financial, insurance and travel related products and services.
Results-focused accounts management with a demonstrated record of achievement in sales and customer relations managing a global customer base with self-motivation and success-driven attitude.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Senior Licensed Agent
WNS Global Services
South Carolina
10.2023 - Current
- Responded to customer calls swiftly to resolve issues and answer questions.
- Maintained high standards of customer service by building relationships with clients.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Cross-sold insurance products to existing clients to reach sales targets.
- Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Participated in ongoing professional development activities, staying current with industry trends and regulatory changes affecting insurance products and services.
- Conducted thorough policy reviews with existing clients, identifying gaps in coverage and offering additional protection options when necessary.
- Utilized CRM software to manage client relationships.
Platinum Customer Care
American Express
Seattle, WA
01.2013 - 01.2020
- Dedicated Platinum account specialist assisting high value clients with account services, technical support, claims, travel and concierge for domestic and international clients
- Detail oriented and excellent communication skills to listen and understand client needs and deliver exceptional service
- Accurately document, research and resolve client questions and concerns with professionalism to deliver top notch customer service experience
Insurance Agent
American General Life and Accident
01.2011 - 01.2013
- Insurance professional with extensive knowledge and experience in Life, Health and Disability insurance products and services
- Results oriented, effective problem solver with top rated sales performance always adhering to highest quality standards
- Insurance products, underwriting and claims experience
- Applied product, industry and market knowledge to develop customized recommendations for individual client financial and insurance needs
- Followed specific security guidelines to protect sensitive data and deliver outstanding customer service and professionalism
- Active listening skills to understand and assist clients with highest quality standards and exceptional service
Insurance Agent
State Farm
01.2007 - 01.2011
- Specialized in property and casualty, life, health and disability insurance coverage.
- Oversaw customer accounts for insurance policies.
- Enhanced customer satisfaction by addressing and resolving insurance-related inquiries and concerns.
- Assisted clients in filing claims, coordinating with adjusters to expedite the process and secure fair settlements.
- Fostered strong relationships with clients, providing personalized service and assistance on various insurance products.
Education
High School Diploma -
MHCA
Haledon, NJSkills
- Effective communication
- Sales strategies
- Policy analysis
- Positive attitude
- Problem-solving skills
- Ensuring customer satisfaction
Certification
Property and Casualty license in 50 states.
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Senior Licensed Agent
WNS Global Services
10.2023 - Current
Platinum Customer Care
American Express
01.2013 - 01.2020
Insurance Agent
American General Life and Accident
01.2011 - 01.2013
Insurance Agent
State Farm
01.2007 - 01.2011
High School Diploma -
MHCA