Workday, SalesForce, Purecloud, SAP, Teams, Google, Zoom, Microsoft Office, Excel, Etc
Enid Tate
Culver,Indiana
Summary
Dedicated and customer centric professional with 15+ years of experience providing administrative support, writing insurance quotes, addressing customers’ issues, and handling internal/external correspondence while delivering excellent customer service. Well-versed with leadership qualities to supervise staff performance, provide effective training, and improve functional efficiency. Equipped with strong communication, interpersonal, negotiation, contract management, and organizational skills while contributing to business growth by making profitable scenarios for the organization.
Overview
40
40
years of professional experience
1
1
Certification
Work History
Accounts Manager
Found Benefits
02.2024 - Current
- Develop and implement strategies to increase client retention.
- Meet with customers to discuss and ascertain needs, tailor solutions and close deals.
- Perform effectively in self-directed work environment, managing day-to-day operations and decisions.
- Manage approximately 30 incoming calls, emails and faxes per day from customers.
Technical Support Specialist II
Legrand AV
11.2023 - 02.2024
- Handled returns claims cases for customers via email
- Took replacement orders as needed
- Tracked shipments and corresponded with Logistics carriers and warehouses
- Formulated charts for customers in Microsoft Office and Excel while ensuring precision and accuracy
- Gained comprehensive knowledge of provided innovative AV products and service solutions to answer inquiries or forward to appropriate staff as per need
- Maintained customer accounts & records of interactions with details of inquiries, complaints, & comments
- Corresponded with in-house warranty & repairs departments as appropriate with claims pertaining to these areas.
Customer Care Specialist
Legrand AV
05.2022 - 11.2023
- Handled correspondence with customers by taking 58 phone calls and 40 emails daily to answer questions regarding orders as well as addressing concerns and issues for timely resolution
- Formulated charts for customers in Microsoft Office and Excel while ensuring precision and accuracy
- Gained comprehensive knowledge of provided innovative AV products and service solutions to answer inquiries or forward to appropriate staff as per need
- Maintained customer accounts & records of interactions with details of inquiries, complaints & comments
- Assisted in new employee training in customer service, and writing training pieces for department to use in their day to day work scenarios.
CEO / Office Administrator
ECS LLC
02.1993 - 02.2022
- Performed office administration tasks, including maintaining client records, preparing bills, managing accounts receivable, performing payroll, writing contracts, and steering new employee orientation and training
- Supported performance excellence of staff by delivering effective training and leadership to increase functional efficiency while meeting set targets
- Served as in-field trainer and inspector for identifying clients’ cleaning needs by meeting customers at homes and offices to determine price for services
- Prepared contracts while negotiating prices for business services to ensure growth of business
- Played integral role in generating Cleaning Service business from $60k to $500k within four years.
- Developed key operational initiatives to drive and maintain substantial business growth
Captive Agent for American National
Tate Insurance Agency
06.2019 - 08.2021
- Attended business meetings with 20 clients weekly to find new prospects for presented insurance products
- Interacted with clients at their homes and businesses to gather required information for requested policies
- Leveraged in-depth knowledge in writing and providing insurance quotes and prepared policy applications after approval to finalize transactions
- Implemented effective practices for improving client’s accounts while increasing sales utilizing upselling skills
Customer Service Representative
Brockey Insurance Agency
03.2018 - 05.2019
- Performed routine activities, including writing quotes, and selling policies to potential walk-in customers
- Maintained digital records by uploading manual documents in cloud to present previous records to senior management with 100% accuracy
- Provided proactive support to insurance agents and sales representatives in resolving customer complaints
- Handled insurance inquiries, resolved service problems, and documented customer requests in accordance with company policies and procedures
- Sold 93K in personal policies to clients that walked into office or called over period of 8 months
Data Entry Specialist
Moore Business Forms Manufacturing
04.1984 - 06.1993
- Provided exceptional support during critical deadlines or high-pressure situations, working extended hours as needed to ensure project completion on time
- Corrected data entry errors to prevent duplication or data degradation
- Developed and maintained databases to store customer information
- Completed data entry tasks with accuracy and efficiency
- Accurately entered up to 100 orders per day
Education
High School Diploma -
Rochester High School
Rochester05.1983
Skills
- Customer Service
- Documentation
- Quotes/Contract Writing
- Client Development
- Account oversight
- Client Relationship Building
- Database Management
- Client Relationship Management
- Account development
- Documentation And Reporting
- CRM Software
Certification
- Property & Casualty in Indiana
- Life & Health in Indiana and Michigan
Education Credentials
- Rochester High School Business Graduate
- University of Phoenix
Awards
- National Association of Professional Women - VIP Woman of the Year 2013 – 2014
- Rochester Chamber of Commerce – Business Woman of the Year 2014
- 15 Awards within Legrand for Training, Participation and Customer Service
Software
Languages
English
Native or Bilingual
Timeline
Accounts Manager
Found Benefits
02.2024 - Current
Technical Support Specialist II
Legrand AV
11.2023 - 02.2024
Customer Care Specialist
Legrand AV
05.2022 - 11.2023
Captive Agent for American National
Tate Insurance Agency
06.2019 - 08.2021
Customer Service Representative
Brockey Insurance Agency
03.2018 - 05.2019
CEO / Office Administrator
ECS LLC
02.1993 - 02.2022
Data Entry Specialist
Moore Business Forms Manufacturing
04.1984 - 06.1993
High School Diploma -
Rochester High School