Gina Woolard
Williamston,NC
Summary
Knowledgeable and dedicated customer service professional with extensive experience in Sales & Insurance industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Client Service Representative
Insurance
09.2021 - Current
- Provided assistance to clients
- Answered phone and assisted clients with changes
- Maintained up-to-date knowledge of customer accounts
- Explained products and benefits
- Operated the cash drawer
- Confirmed payments, refunds, etc
- Resolved payment and order disputes
- Assisted customers in person
- Quoting
- Sold auto, home, life and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Spent ample time with each customer, verbally reviewing and explaining documents for client comprehension.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Maintained high standards of customer service by building relationships with clients.
- Maintained accurate record-keeping with proactive attention to client information updates.
- Educated clients on account services and resolved client inquiries regarding statement information and account balances.
- Managed receptionist area by greeting visitors, responding to telephone and email inquiries and providing information for in-person requests.
Insurance Agent
Phelps Insurance Agency
06.2021 - 09.2021
- Taking payments,
- Filing policies, and any additional important documentation
- Invoicing premiums to customer accounts
- Answering multi line phones
- Delivering and closing quotes for Auto, Home, and Commercial lines
- Providing service to existing policies and answering any policy related questions
- Office cleaning duties
- Taking payments for customer accounts
- Working with companies such as: National General, Progressive, Discovery Insurance, Penn National,
- Century Mutual, Halifax Mutual, Lititz Mutual, NCUA, Commonwealth Underwriters, Colonial Group,
- Hanover, IPFS, Qbe Flood
Insurance Agent
Superior Insurance Agency
10.2019 - 06.2021
- Quoting and closing policies
- Taking payments via phone or in-person
- Answering any and all billing or policy questions
- Keeping a working knowledge of each company and their qualifications
- Maintaining great customer service and communication skills
- Ensuring daily deposit reports are accurate
- Uploading/ filing important documents for record-keeping
- Using Jenesis Software Systems for a CRM
- Taking any continuing education to maintain an NC Insurance Property & Casualty license
- Working with companies such as: National General, Progressive, Dairyland, Southern General,
- Nationwide, Safeco, Universal Property & Casualty, Discovery Insurance, The Colonial Group,
- Commonwealth Underwriters, Foremost, and Appalachian Underwriters
Sales & Leasing Consultant
Pecheles Toyota
04.2017 - 10.2019
- Following a sales process which consists of Greeting customers, taking a needs assessment, product demonstration, trial closing, negotiating, closing, finalizing paperwork, and delivering product
- Following up in unsold follow-ups, answering internet inquiries, sending emails, and calling customers
- Administrative processes with filing important documents, use of a CRM software, filling out credit applications, and other legal documents
- Certified Sales Representative with both Ford and Toyota brands
Cellular Sales Consultant
Cellular Warehouse
04.2014 - 03.2015
- Greeting customers and matching products and services based on their needs and budget
- Answering billing questions and also resolving any billing issues
- Troubleshooting and resolving technical issues with products
- Processing transactions
- Opening and closing registers
Administrative Assistant/Receptionist
Feyer Ford & Lincoln
10.2012 - 03.2014
- Greeting Customers
- Keeping customers up to date on repairs to their vehicle while waiting
- Making sure customers are comfortable and happy
- Answering & directing phone calls to the appropriate department
- Filing repair orders
- Chauffeur customers or Loan customers vehicles if needed
- Answering questions regarding vehicle technology
- Processing transactions
- Opening and closing register
Customer Service Associate
Food Lion
10.2011 - 10.2012
- Keeping up to date with latest sales
- Answering customer questions about products & sales
- Keeping area clean
- Ringing items in a timely fashion
- Processing transactions
- Cooking menu items
- Slicing meats & cheeses
- Putting up out stock for next day
- Labeling products
Education
Associates Degree - Arts
Pitt Community College
Winterville, NCAssociates - Arts
Martin Community College
Williamston, NC2011
High School Diploma -
Williamston High School
Williamston, NC05.2010
Skills
- Sales
- CRM Software (4 years)
- Powerpoint
- Customer Service
- Marketing
- Administrative Skills (6 years)
- Business Development (2 years)
- Sales (3 years)
- Auto Insurance
- Sales Experience
- Upselling
- Inside Sales
- Microsoft Office
- Data Collection
- Insurance Sales
- Microsoft Excel
- Administrative experience
- Microsoft Word
- Microsoft Powerpoint
- Cold Calling
- Product Demos
- English
- Negotiation
- Customer Relationship Management
- Microsoft Outlook
- Underwriting
- Multi-line Phone Systems
- Account Management
- Sales Management
- Research
- Pricing
- Business Analysis
- Quality Assurance
- Outside Sales
- Retail sales
- Dealership experience
- Accounts receivable
- Accounting
- Accounts payable
- Communication skills
- Office experience
- Typing
- Languages
- English - Expert
- Certifications and Licensees
- Data Entry
- Entering data quickly and accurately
- Understanding a target audience and how to best communicate with them
- Sales skills
- Client Needs Assessment
- Payment Processing
- Customer Account Management
- Administrative and Office Support
- Customer Retention Strategies
- Calm and Professional Under Pressure
- Materials Movement
- Process Transactions
- Customer Data Confidentiality
- Administrative Duties
- Reminder Calls
- Understanding Customer Needs
- Complex Problem-Solving
- Document and Records Management
- Online Systems
- Client Relations
- Reading Comprehension
- Customer Support
- Database Management
- Service Recommendations
- Payment Method
- Carrier Relations
- Contract Review and Analysis
- New Policy Quotations
- CRM Tracking
- Licensing Requirements
- Property and Casualty Insurance Sales
- Billing Procedures
- Update Records
- Policy Feature Explanations
- Bank Deposits
- Insurance Coverage Verification
- Sell Policies
- Customer Referrals
- Administrative Support
- Continuous Education
- Credit and Debt Card Processing
- Team Goals
- Customer Service and Assistance
- Premium Collection
- Persuasive Selling
- Manage Renewals
- Agent Support
- Insurance Recommendation
- Call Center Customer Service
Additional Information
- April 2019 to Present Toyota Certified Product Specialist May 2017 to Present Property and Casualty License August 2020 to Present Driver's License Insurance Producer License
Certification
- Licensed North Carolina Property & Casualty Insurance Producer - August 2020- Current
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
Your time is limited, so don’t waste it living someone else’s life.
Steve Jobs
Timeline
Client Service Representative
Insurance
09.2021 - Current
Insurance Agent
Phelps Insurance Agency
06.2021 - 09.2021
Insurance Agent
Superior Insurance Agency
10.2019 - 06.2021
Sales & Leasing Consultant
Pecheles Toyota
04.2017 - 10.2019
Cellular Sales Consultant
Cellular Warehouse
04.2014 - 03.2015
Administrative Assistant/Receptionist
Feyer Ford & Lincoln
10.2012 - 03.2014
Customer Service Associate
Food Lion
10.2011 - 10.2012
Associates Degree - Arts
Pitt Community College
Associates - Arts
Martin Community College
High School Diploma -
Williamston High School
- Licensed North Carolina Property & Casualty Insurance Producer - August 2020- Current
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