Evelyn Rivas
Silver Spring,Maryland
Summary
Highly skilled Experience Specialist with a track record of success in customer service and relationship management. Proficient at creating strategic customer engagement plans, resolving complex issues, and improving customer satisfaction levels. Known for exceptional communication skills and the ability to build strong relationships with diverse stakeholders. Demonstrated history of positively impacting organizational growth through innovative strategies and commitment to excellence.
Overview
17
17
years of professional experience
Work History
Billing Specialist
Intergrated Technologies
Bladensburg, Maryland
02.2024 - Current
- Reviewed records to ensure accuracy of billing information and data.
- Prepared itemized statements, bills, or invoices and recorded amounts due for items purchased or services rendered.
- Professional Liaison between field technicians and customers nationwide. Distributing jobs to field technicians. Interacting with customers to keep them informed of the status of their assigned field technician’s arrival. Relaying necessary job information to the field technician and resolving any customer service issues. Providing World Class Customer service to our employees and customers.
Account manager
ROGERS AND GOLDBACH
Rockville
11.2011 - 08.2023
- Responsible for retention of book of personal lines insurance business, including service, remarketing of accounts and cross-selling
- Represent a full line of insurance and financial products, serving as a trusted advisor to businesses and individuals and providing ongoing Carrier, product and industry knowledge
- Created proactive marketing campaigns
- Service and build on current client relationships
- Provide exceptional customer service, via phone, email and in-person
- Maintain client management system integrity in addition to electronic filing, etc
- Establish referral sources (current insurance clients, mortgage companies, real estate, networking groups, etc.)
- Develop and implement a sales plan and manage all phases of the sales cycle-from prospecting to close and follow-up support
- Met and exceeded yearly sales quota
- A part of the top R&G sales team in 2012
Insurance Account Representative
STATE FARM INSURANCE
College Park, MD
02.2008 - 11.2011
- Responsibilities for calling policyholders to explain the terms and conditions of the policies, calculate premiums, customize the insurance programs which also covers a variety of risks and help the clients
- Sold various insurance policies to individuals or businesses
- Analyzed and identified client needs, offered insurance tailored to their specific circumstances
- Develop and manage long-term customer relationships scheduling and conducting weekly meetings with clients who request consultations
- Review insurance and liability clauses in contracts, ensuring that every contract meet company standard
Education
Property and Casualty Insurance Course -
College Park, MD07.2008
Coldwell Banker Real Estate Course -
Annandale, VA01.2006
Wakefield High School -
Arlington, VA06.2003
Skills
- INSURANCE SALES
- TEAM LEADERSHIP
- CUSTOMER SERVICE
- PRODUCT/SERVICE KNOWLEDGE
- MICROSOFT OFFICE
- AGENCY COLLABORATION
- ACCOUNT MANAGEMENT
- EZLYNK
- PROPERTY & CASUALTY
- LICENSE
- EXCEL
- SALES
Personal Information
Title: Insurance Sales Agent
Timeline
Billing Specialist
Intergrated Technologies
02.2024 - Current
Account manager
ROGERS AND GOLDBACH
11.2011 - 08.2023
Insurance Account Representative
STATE FARM INSURANCE
02.2008 - 11.2011