Summary
Overview
Work History
Education
Skills
Certification
Work Availability
Quote
Timeline
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Elizabeth Segura

Elizabeth Segura

Midlothian,VA

Summary

Passionate about promoting lasting customer satisfaction by delivering genuine quality service. Excelling in customer service and best practices with an empathetic focus on problem solving. Enhances customer experiences by employing service-oriented behaviors, understanding customer desires, and providing customized solutions to build loyalty. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

15
15
years of professional experience
1
1
Certification

Work History

Insurance Broker

Family First Life
10.2021 - Current
  • Leverage knowledge of various insurance products and recommend type and amount of coverage based on analysis of customers' circumstances using active listening skills.
  • Calculate lead specific quotes and educate potential clients on insurance options.
  • Meet with 18 to 25 prospective clients per week.
  • Close average of 6 to 9 new life insurance policies per week.
  • Utilize advanced sales skills to overcome concerns and objections, align client goals and needs to purchase policies to protect themselves, their families and assets.
  • Retained 70 to 80% of policyholders during annual renewal period
  • Attend regularly scheduled team training and development meetings via zoom.
  • Mentor new agents with coaching and development.

Transportation Bus Driver

CCPS
03.2014 - 12.2021
  • Maintained CDL driver's license to enable legal operation of school buses for student transport.
  • Adhered to scheduled routes and accomplished timely drop-offs and pick-ups to comply with preset route criteria.
  • Inspected emergency equipment and verified safe operation of vehicle per state and federal laws daily.
  • Assisted passengers with disabilities and other physical issues in boarding and exiting bus to promote passenger safety.
  • Monitor and engage students and other passengers during transit to encourage safe transport.
  • Reported vehicle traffic violations, vehicle damage and accidents to management to comply with legal and insurance obligations.
  • Drafted and submitted reports detailing trips, fuel, mileage and hours.

Collections Specialist

Drive Time
09.2008 - 01.2011
  • Reviewed terms of purchase contracts with new customers.
  • Monitored accounts for compliance with established payment plans and flagged for non-compliances.
  • Maintained 100% adherence to FDCPA best practices.
  • Delivered exceptional customer service on collection calls per company standards and maintained calm and professional demeanor.
  • Negotiated re-payment plans by identifying causes for delinquent payments to assist in recovery of debt and meet realistic timeframes.
  • Used skip tracing and other techniques to locate debtors.
  • Achieved performance goals on consistent basis.
  • Respond to customer inquiries and provided detailed account information.
  • Trained new team members on scripts, company services and collection strategies.

Education

GED -

Meadowbrook High School
Richmond Va
08.1997

Skills

  • Quotes and Sales
  • Persuasive Negation
  • Insurance Customization
  • Operational Efficiency
  • Client Needs Assessment
  • Oral and Writing Communication
  • Creative problem solving
  • Passion for customer satisfaction
  • Customer service back-round
  • Maintains confidentiality
  • Independent worker
  • Schedule Management
  • Training and mentoring
  • Exceptional telephone etiquette
  • Underwriting
  • 45 to 60 WPM

Certification

  • Producer Life and Annuities License - October 21st 2021 to present.
  • CDL Drivers License 2014 to Present
  • Prior Basic CPR Certification

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote

I have a theory and I really believe it. I think your worst weakness can become your greatest single strength.
Barbara Corcoran

Timeline

Insurance Broker

Family First Life
10.2021 - Current

Transportation Bus Driver

CCPS
03.2014 - 12.2021

Collections Specialist

Drive Time
09.2008 - 01.2011

GED -

Meadowbrook High School

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Elizabeth Segura