Jaleesa Pates
Southaven,US
Summary
Experienced Customer Service Representative with over 12 years dedicated to improving customer experience. Specializes in analyzing client needs and developing customized solutions that boost satisfaction. Effective communicator with a strong ability to build lasting relationships with clients.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Claims Adjuster
Progressive Insurance
MEMPHIS, US
06.2024 - Current
- Conducted thorough investigations of claims, gathering information from claimants, witnesses, and police reports.
- Analyzed claim details and policy terms to assess liability and determine appropriate compensation.
- Negotiated equitable settlements with policyholders, attorneys, and other involved parties.
- Prepared detailed reports outlining claim findings, decisions, and settlement outcomes for stakeholders.
- Maintained excellent communication with clients, addressing inquiries and providing status updates.
Account Specialist
Archer Daniel Midland
MEMPHIS, US
06.2024 - 03.2025
- Managed portfolio of over 50 client accounts, analyzing financial needs and delivering tailored solutions to increase revenue by 15% within one year.
- Collaborated with cross-functional teams to enhance account management processes, achieving 20% reduction in response time to client inquiries.
- Conducted regular account reviews to uncover upsell opportunities, leading to average account revenue growth of 10%.
- Developed customer retention strategy that boosted client satisfaction scores by 25% and decreased churn rate by 10%.
Client Services Advisor
uLab Systems
MEMPHIS, US
12.2020 - 01.2024
- Conducted thorough client needs assessments, increasing upsell opportunities by 25%.
- Implemented strategic communication strategies, reducing response time by 15%.
- Collaborated with cross-functional teams to deliver personalized solutions, improving client retention rates by 10%.
- Provided exceptional client support and guidance, enhancing overall client satisfaction by 20%.
Life Insurance Agent
Symmetry Financial Group
SOUTHAVEN, US
01.2020 - 01.2023
- Cultivated and maintained relationships with clients to assess their insurance needs and provide tailored life insurance solutions.
- Conducted thorough financial analyses to determine appropriate coverage levels and identify opportunities for cross-selling additional insurance products.
- Developed and implemented effective sales strategies to meet and exceed quarterly sales targets.
- Collaborated with underwriters to expedite the application process and ensure timely issuance of policies.
Instructor
United States Postal Service
CLEVELAND, US
03.2016 - 08.2020
- Provided hands-on training to newly hired city letter carriers, guiding them through daily duties and responsibilities of mail delivery on their assigned routes, including proper casing techniques, navigating different delivery scenarios, and adhering to safety protocols.
- Implemented engaging and interactive teaching methods to effectively communicate complex concepts to diverse groups of students.
- Developed customized lesson plans and instructional materials to cater to individual learning styles and abilities.
- Demonstrated strong leadership and mentorship skills by providing guidance and support to students in achieving academic goals.
Education
Bachelor of Science - Exercise Science
Mississippi State University
STARKVILLESkills
- Effective communication skills
- Customer relationship management
- Problem-solving expertise
- CRM software proficiency
- Sales expertise
- Customer service excellence
- Product knowledge
- Instructional design capabilities
Certification
- Introduction to Artificial Intelligence – IBM Training (2023-08)
- Getting Started with AI using IBM Watson – IBM (2023-09)
- Building AI Powered Chatbots Without Programming – IBM Training (2023-09)
Timeline
Claims Adjuster
Progressive Insurance
06.2024 - Current
Account Specialist
Archer Daniel Midland
06.2024 - 03.2025
Client Services Advisor
uLab Systems
12.2020 - 01.2024
Life Insurance Agent
Symmetry Financial Group
01.2020 - 01.2023
Instructor
United States Postal Service
03.2016 - 08.2020
Bachelor of Science - Exercise Science
Mississippi State University