Provided assistance with billing inquiries, payment processing, and customer service issues.
Facilitated continuing service by processing changes in beneficiaries and analyzing policy loan applications.
Conducted telephone appointments with prospective clients to build rapport and sell insurance services.
Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
Worked closely with insurance companies to ensure timely payment of claims.
Met with division leaders and consultants to discuss strategies to increase sales.
Customer Service Representative
Tesla Industries
Long Beach, CA
11.2021 - 02.2023
Monitored customer satisfaction levels through surveys and feedback forms.
Enhanced productivity and customer service levels by anticipating needs and delivering outstanding support.
Prevented key account losses by researching discrepancies and correcting problems.
Updated databases with new and modified customer data.
Education
Licensed Life And Health - Licensed Life And Health Producer
FX XEamines
Online
02-2024
Associate of Arts -
Elcamino College
Torrance
05-2007
Skills
Team training and development
Insurance sales strategy
Sales strategy development
Client relationship management
Email marketing
New agent training
Professional networking
Client account management
Policy management expertise
Insurance sales expertise
Client service
Goal oriented approach
Affiliations
Business owner ,Catering, and Arts and Crafts are my passion.
Timeline
Licensed Insurance Agent
F&G Insurance Company
02.2024 - Current
Customer Service Representative
Tesla Industries
11.2021 - 02.2023
Licensed Life And Health - Licensed Life And Health Producer
FX XEamines
Associate of Arts -
Elcamino College
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