Advises survivor on appropriate documentation and necessary actions required for account settlement
Responsible for the respective trailing documents for all states requirements and offerings
Applies proficient knowledge of personal lines insurance to assist members with moderately complex billing, simple underwriting, contract and coverages
Navigate multiple systems and programs while engaging member interaction
Insurance Professional I
USAA
06.2021 - 11.2023
Developed and communicated appropriate insurance strategies based on member needs
Demonstrated ability to maintain high scores for technical and compliance policies, standards, and procedures throughout tenure in insurance professional role
POC team champion in culture for engagement in team and district meetings by putting together presentations, delivering resources, and creating group activities
Motivated members to take action on recommended products by building rapport and uncovering financial needs from consultation discovery
Continued engagement with team activities and serves as a resource for less experienced team members.
Customer Production Manager
Avis Budget Group
11.2017 - 08.2020
Achieve consistent customer satisfaction scores that met or exceeded monthly goals which led to overall higher customer satisfaction score for the year.
Facilitate root cause by analyzing key performance indicators with CRM software to present new solutions by means of DMAIC process. This improved NET PROMOTER SCORE 5 points.
Communicate with multiple departments to obtain necessary information for a timely resolution of customer related issues and recover at risk accounts.
Effectively use software packages to complete job-related duties and prioritize multiple tasks to reach quarterly/yearly goals in a timely manner.
Responsible for customer complaints and inquiries in person, via phone, or email to achieve a 100percent responsive rate for the quarter and ensure customer satisfaction or resolution.
Effectively maintain and retain customer relationships by delivering high quality customer service and thorough communication which exceeded net promoter score from prior year by five points.
Execute and mentor employees on Quality assurance tests to allocate vehicles into repair department and investigate/recover money to expedite 10 percent loss on P&L.
Assisted driving performance evaluations by coaching and training 50-75 direct/indirect employees. This directly increased productivity in an operation of sales, customer service, and production.
Prepare and confirm delivery of products to high end account members with communication through multiple departments.
Increase customer penetration by reviewing the progress of versus goals with Sales Manager and initiate focal points of concentration to exceed monthly sales goals for 16 consecutive months.
Resolved issues quickly to maintain productivity goals.
Managed continuous improvement initiatives to drive gains in quality, flow and output.
Central Checkout Lead
HEB
01.2009 - 04.2015
Slashed budgeted hours to meet labor needs and maximize bottom line.
Oversee Central Checkout activity to exceed company standards and culture.
Coach and train employees to company standard operating procedures.
Deliver empowering customer experience through product knowledge.
Reviewed customer interactions and activity reports to identify and address concerns.
Assist with inventory control and stock/rotate items as need to ensure integrity of shelf tags.
Assist with store projects in raising funds for charity.
Trained team members in successful strategies to meet operational and sales targets.
Implemented daily operating procedures to keep store clean, adequately stocked and well-organized.