EVELYN SMITH
Bensalem,Pa
Summary
Customer Service Representative offering excellent communication, listening and problem-solving skills. Able to drive positive customer experiences by promoting customer-centric behaviors and actions, evaluating customer needs and implementing product and service solutions to enhance customer loyalty.
Overview
20
20
years of professional experience
Work History
Administrative Assistant
Surin & Griffin, P.C.
718 Arch Street Philadelphia Pa 19106
06.2019 - Current
- Created and maintained detailed administrative processes and procedures to drive efficiency and accuracy.
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Supported company leaders by managing budgets, scheduling appointments and organizing itinerary.
- Sorted and distributed office mail and recorded incoming shipments for corporate records.
- Continually sought methods for improving daily operations, communications with clients, recordkeeping and data entry for increased efficiency.
- Developed strategies to streamline and improve office procedures.
- Managed paper and electronic filing systems by routing various documents, taking messages and managing incoming and outgoing mail.
- Restocked supplies and placed purchase orders to maintain adequate stock levels.
- Volunteered to help with special projects of varying degrees of complexity.
- Scheduled office meetings and client appointments for staff teams.
Office Administration Specialist
Allstate Insurance: Michael Geotz Agency
03.2017 - 03.2019
- Managed day-to-day operations to make sure office obtained all records, forms and outstanding documents required by the Underwriting Department.
- Generated prospects by cold and warm calling,
- Processed applications, payments, corrections, endorsements and cancellations.
- Completed annual policy reviews to discuss premium increase and uncover life events or insurance gaps.
- Generated billing calls to customer to avoid insurance lapse.
- Provided excellent customer service by handling all questions or concerns in a timely matter.
- Supported and assisted Producer by analyzing situations and implement solutions.
- Pursued continuing education and training programs to continue professional development.
Sales Producer
Farmers Insurance - Tom Flynn
02.2016 - 03.2017
- Worked alongside the Car dealership to provide pending sales opportunity by developing insurance quote.
- Promoted Farmers insurance product to customers waiting for car repair.
- Initiated inside sales and cross sale to existing clients.
Customer Service Representative
Michael Pigott Agency, LLC
07.2015 - 02.2016
- Requoted current customers with premium for customer retention..
- Completed daily billing calls to Customer to avoid insurance lapse
- Responsible for obtaining all outstanding policies and form per insurance/office guidelines.
- Processed policy changes, payments, cancellation & renewal audits.
Customer Service and Producer
Michael Goetz: Allstate Insurance
02.2013 - 07.2015
- Responsible for completing annual policy reviews to discuss discounts and uncover insurance needs.
- Generated outbound calls to lapsed customers for customer retention.
- Responsible for obtaining all outstanding policies and form per insurance/office guidelines.
- Responsible for the production of new sales for P & C, life, and other insurance products.
- Completed policy reviews on a daily basis.
- Identified prospective customers using established methods.
- Counseled and advised prospects and policyholders on matters of protection and coverage for cross-selling and needs opportunities.
- Developed and maintained strong relationships with policyholders and prospects.
Producer
Neil Zeitz - State Farm Insurance Agent
11.2002 - 03.2013
- Responsible for the production of new business for P&C, Life.
- Conducted policy reviews on a daily basis.
- Counseled and advised prospects and policyholders on matters of protection and coverage for cross-selling and needs opportunities.
- Developed and maintained business relationships with policyholders and within the community.
- Calculated and quoted premium rates for new and current customers.
- Advised clients on how to minimize risk by identifying customers needs and educating the customer about insurance products.
- Experienced in fostering favorable long term relationships Participated in various incentive programs and contest designed to support achievement of production goals.
Education
Some College Courses - Research Methods
Chestnut Hill College
High School Diploma -
Olney High School
Certification - The Trusted Allstate Advisor Program
The American College
2015
Certificate of Acheivement - Expert Selling
University of San Francisco
2008
Skills
- Customers Needs Assessment
- Assessment Cold Warm Calling
- Customer service-oriented
- Seasoned in conflict resolution
- Fluent in Spanish
- Dependable and reliable
- Data Management
- Customer Relations
- Customer and Client Relations
- Self Starter
- Phone Call Answering
- Internal Communications
- Calendar Management
- Team Bonding
- Meeting Minutes
- Customer Service
- Recordkeeping
- Office Management
Languages
Spanish
Native or Bilingual
Timeline
Administrative Assistant
Surin & Griffin, P.C.
06.2019 - Current
Office Administration Specialist
Allstate Insurance: Michael Geotz Agency
03.2017 - 03.2019
Sales Producer
Farmers Insurance - Tom Flynn
02.2016 - 03.2017
Customer Service Representative
Michael Pigott Agency, LLC
07.2015 - 02.2016
Customer Service and Producer
Michael Goetz: Allstate Insurance
02.2013 - 07.2015
Producer
Neil Zeitz - State Farm Insurance Agent
11.2002 - 03.2013
Some College Courses - Research Methods
Chestnut Hill College
High School Diploma -
Olney High School
Certification - The Trusted Allstate Advisor Program
The American College
Certificate of Acheivement - Expert Selling
University of San Francisco