Heather L. Mcbride
Elgin,TX
Summary
Property and Casualty Senior Service advocate promoting more than twelve years’ experience in de-escalations and solving complex accounting requests while providing excellent customer service.
Overview
17
17
years of professional experience
Work History
P&C licensed service advocate
Farmers Insurance Company
Austin , Texas
09.2007 - Current
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Provided primary customer support to internal and external customers in fast-paced environment.
- Suggested new procedure to persuade cancelling customers to stay with company, resulting in decrease in cancellations.
- Leveraged sales expertise to promote other lines of business and capitalized on upsell opportunities.
- Provided information to customers regarding charge accounts and loyalty program and helped to open and activate new accounts.
- Consulted with outside parties to resolve discrepancies and create effective solutions.
- Offered advice and assistance to customers, paying attention to special needs or wants.
- Educated customers on promotions to enhance sales.
- Recommended paperless, e policy and auto pay to customers, thoroughly explaining details.
- Collected customer feedback and made process changes to exceed customer satisfaction goals and providing call backs to resolve.
Education
University Of Farmers
Skills
- Mastered ability to build relationships with customers
- Drafting various reports; maintaining department and project files and documents
- Assisting team members within division and department as needed
- Communicating clearly and effectively, verbally and in writing, in both formal and informal settings; preparing a wide range of written materials that communicate effectively to various audiences; operating a computer, standard software, and some specialized software; establishing and maintaining effective working relationships
- A rational, independent thought process with the ability to maintain utmost confidentiality
- Licensed for Property and casualty insurance in CA, TX, Ok, and NJ departments of insurance
- Efficient in MS Word, Windows 98/XP, Windows Paint, MS Outlook, Citrix, Aviya softphone, outlook, and Global Ariba
- Collected from customers and provided feedback to supervisor on incorrect information that was being printed on certain billing statements Feedback was sent up to have that incorrect information removed from the billing statements
Timeline
P&C licensed service advocate
Farmers Insurance Company
09.2007 - Current
University Of Farmers
Similar Profiles
Kailana LeeKailana Lee
LITIGATION LEGAL ASSISTANT DEFENSE PERSONAL INJURY at Farmers Insurance CompanyLITIGATION LEGAL ASSISTANT DEFENSE PERSONAL INJURY at Farmers Insurance Company
Eric PerezEric Perez
Catastrophe Claims Adjuster at Farmers Insurance CompanyCatastrophe Claims Adjuster at Farmers Insurance Company
Roy ClaybrookRoy Claybrook
Special Claims Adjuster Catastrophe Team at Farmers Insurance CompanySpecial Claims Adjuster Catastrophe Team at Farmers Insurance Company
Valencia MillerValencia Miller
Customer Service Representative at Farmers Insurance CompanyCustomer Service Representative at Farmers Insurance Company
Ricardo HinojosaRicardo Hinojosa
CDL Driver at WhiteCapCDL Driver at WhiteCap