Motivated individual with experience in customer service and sales. Skilled in building customer relationships and understanding customer needs. Strong communication and interpersonal skills for providing superior customer service.
Overview
26
26
years of professional experience
1
1
Certification
Work History
Account Manager
Texan Insurance
6161 Savoy Dr Ste 930 Houston TX 77036
09.2020 - Current
Increased client satisfaction by building strong relationships and addressing their needs promptly.
Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
Collaborated with sales team to identify potential upsell opportunities and expand client base.
Conducted regular account reviews to identify areas for cross sales, discounts and coverage.
Process endorsements, open claims, process payments for insureds.
Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
Office Manager for Agent E. Bailey Moore, Jr.
STATE FARM INSURANCE
11.2006 - 06.2020
Reviewed employee performance,
Streamlined office operations by implementing efficient filing systems and organizational strategies.
Enhanced team productivity by delegating tasks effectively and overseeing daily workflow.
Coordinated office events and meetings, ensuring timely execution and optimal scheduling for all participants.
Improved employee retention rates by fostering a positive work environment and providing growth opportunities through training programs.
Managed All Agent communications,
Presented in-depth policy analysis to policyholders,
Resolved customer service issues with high end clientele,
Trusted with Agents personal and business finances
Service Director
LAS COLINAS COUNTRY CLUB
03.1998 - 08.2006
Budgeted and forecasted $1+ million in annual revenue
Trained Service Staff
Controlled inventory
Created unique Member events,
Developed wine list and menus
Education
Associates Degree -
NAVARRO COLLEGE
Skills
Schedule Management
Customer Service
Client relationship management
Attention to detail
Problem solving
Cross Sale
Certification
General Lines Insurance License: Property & Casualty and life & Health