Results-driven professional provides customers with tailored solutions to meet needs. Successfully establishes relationships with customers and delivers quality service. Agile individual with excellent communication and customer service skills.
Overview
24
24
years of professional experience
1
1
Certification
Work History
Customer Service Property and Casualty Insurance Agent
ACG SOUTH INSURANCE AGENCY
06.2022 - Current
I service the policyholders insurance policies and respond to their concerns within a timely fashion
Make the necessary changes to policy holder policies
Know the regulations and guidelines for each brokered policy we handle
Also educate and cross sell the AAA products
Document and log each transaction taken.
Provided comprehensive product knowledge and guidance to help clients on product selection.
Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
Followed up promptly with interested clients to close sales.
Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
Developed sales strategies to increase sales of insurance policies.
Registered customer information on database to enable tracking history and maintain accurate records.
Educated clients on insurance policies and procedures.
Calculated premiums and established payment methods for sales.
Finalized sales and collected necessary deposits.
Collected premiums on or before effective date of coverage.
Monitored customer feedback and identified areas of improvement.
Membership Retention Supervisor
AAA Auto Club Group
09.2005 - 05.2022
Supervise employees
Completing timesheets weekly
Advise agents on technical or procedural issues
Advise customers on technical or procedural issues
Watching the real-time Nice IEX Workforce board for agent's available time
To ensure they are not in available 4 minutes or more
Conducting contests to help agents meet performance metrics
Take disciplinary action when necessary if the agent has not met their performance or in attendance/FML compliance
Building the Call Direction for the department
Loading of the AB Reject Campaign
Holding weekly team huddles
WAH Launch & IT Support for Agent Connectivity.
Collected and analyzed information to monitor compliance outcomes and identify and address trends of non-compliant behavior.
Coordinated implementation of people-related services, policies and programs through departmental staff.
Generated and analyzed reports to monitor employee engagement and attrition trends.
Developed and monitored employee recognition programs.
Developed disaster and recovery strategy to prepare company for hazardous weather conditions, nuclear accidents and terrorist attacks.
Built constructive customer relationships to improve loyalty and recommendations.
Identified changing customer needs and adapted service strategies to meet them.
Utilized knowledge of customer experience to create specialized plans for customer retention.
Utilized advanced skills in solving problems and making accurate decisions to implement strategies that brought about immediate results.
Evaluated current customer retention strategies and recommended improvements.
Established customer retention programs to improve loyalty and increase lifetime value.
Reviewed successes and failures to learn from previous mistakes.
Reported issues and recognized development areas to eliminate repeat occurrences.
Supported agents in improving service standards for optimized customer satisfaction.
Implemented employee incentive programs to promote positive work culture and increase retention.
Scheduled staff and resources to meet customer needs whilst achieving budgets.
Collaborated with managers to identify and address employee relations issues.
Improved office efficiency by effectively managing internal communications and correspondence.
Conducted performance reviews and provided feedback to managers on employee performance.
Membership Counselor
AAA Auto Club South
07.2000 - 09.2005
I assisted with answering calls for the inbound Call Center to help resolve customer renewals, complaints or problem
I asked questions to uncover and determine focus of sales efforts of the customer
I resolved customers complaints and issues as lead support.
Helped customers navigate choices between services with support for questions such as terms, pricing, and availability.
Promoted high level of customer satisfaction using strong relationship-building skills, consistent follow-up and prompt issue resolution.
Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
Pursued existing and potential customers by phone, email and text message to generate leads and close sales.
Used consultative sales approach to understand and meet customer needs.
Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
Used CRM software to record customer interactions and track general sales activities for review and follow-up.
Branded products through effective salesmanship and maintained long-term relationships with clients.
Prepared and demonstrated Product or Service features and benefits to address specific customer wants and needs.
Emergency Road Service Call Taker
AAA Auto Club South
11.1999 - 07.2000
I skillfully took inbound Emergency Road Service calls and assisted members who needed service who were broken down on the side of the road
Resolved members need as a lead when called upon, I skillfully assist in the office as back up to resolve customer issues.
Monitored vehicle locations to coordinate timely arrivals.
Assisted in resolving customer complaints and grievances.
Scheduled and organized delivery routes.
Utilized customer feedback to improve customer service.
Education
220 Property And Casual Insurance License
Central Insurance School
Clearwater, FL
11.2021
High School Diploma -
Deland High School
Deland, FL
06.1989
Skills
Microsoft Windows (10 years)
Microsoft Word
Microsoft Excel
Operating Systems
Network Support
Desktop Support
Troubleshooting
Citrix
Android (10 years)
Service Oriented
Critical Thinking
Verbal and Written Communication
Microsoft Outlook
SharePoint
WorkDay
Attention to detail
Regulatory compliance
Active listening
Time management
Product knowledge
Goal-oriented mindset
Problem-solving abilities
Teamwork capabilities
Organizational skills
Technical proficiency
Customer service
Interpersonal skills
Asset Protection Expertise
Empathy and understanding
Professionalism
Integrity and ethics
Analytical thinking
Microsoft Windows (10 years)
Self-motivation
Customer Retention
Sales Quota Achievement
Customer Billing
Policyholder Communication
Quality Assurance Requirements
Records Maintenance
Property and Casualty Insurance
Consultative Sales Approach
Billing Inquiries
Product Knowledge
Consultative Selling Techniques
Insurance Coverage Review
Production Goals
Handling Payroll
Call Screening
Team Training
Payment Method
Customer Follow-Up
Customer Experience
Group Presentations
Lead Prospecting
Billing Procedures
Customer Service
Customer Satisfaction
Call Center Customer Service
CRM Tracking
Policy Feature Explanations
Insurance Eligibility
Policy Renewals
Agent Support
Manage Renewals
Promotional Campaigns
Reading Comprehension
Credit and Debt Card Processing
Accomplishments
Achieved my key performance sales, new sales & credit card by effectively pulling daily stats to coach my staff members to meet their key performance indicators with accuracy efficiency. This resulted in me receiving a CPI bonus every fiscal year.
Supervised team of 19 staff members.
Used Microsoft Excel to develop inventory tracking spreadsheets.
Achieved Result through effectively helping with Task.
Certification
2044 Personal Lines Agent
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
Don’t judge each day by the harvest you reap, but by the seeds you plant.
Robert Louis Stevenson
Timeline
Customer Service Property and Casualty Insurance Agent
AAA Customer Service & Membership Sales Associate at AAA Auto Club South (ACG)AAA Customer Service & Membership Sales Associate at AAA Auto Club South (ACG)