Summary
Overview
Work History
Education
Skills
Certification
References
Additional Information
Timeline
Generic

James Simpson

High Ridge,MO

Summary

Dedicated Customer Service professional with knowledge of service delivery and proven multitasking abilities. Committed to maintaining professional relationships to increase profitability and drive business results. Over 15 years of customer service, technical support and sales experience.

Overview

12
12
years of professional experience
1
1
Certification

Work History

Instacart Shopper

Instacart
High Ridge, MO
10.2021 - Current
  • Tracked substitutions and informed customers of changes.
  • Reviews orders prior to pick up for accuracy and purchase-by dates.
  • Memorized store layouts and planograms to fulfill orders using shortest, most efficient route.
  • Consistently met deadlines and quality goals for accuracy and timeliness.
  • Served customers with knowledgeable, friendly support at every stage of shopping and purchasing.
  • Reviewed customer orders closely to locate desired items and checked app regularly to identify changes.
  • Consulted with customers on food selections and custom order requests.
  • Loaded and unloaded orders at customer's homes or locations.
  • Noted customer special requests, preferences, and favorite products in CRM to enhance service and build brand loyalty.
  • Maintained high satisfaction ratings by completing orders quickly and making good selections for customers.
  • Worked productively with customers to meet order requirements and service expectations.
  • Delivered items to customers on desired schedules by managing time efficiently and planning effective routes.
  • Documented sales and customer feedback to enable tracking history and maintain accurate records.
  • Developed professional relationships with customers to establish repeat business and increase trust.

Insurance Agent

Greenway Insurance
Saint Peters
06.2020 - 10.2022
  • Obtained underwriting approval by completing application for coverage
  • Interviewed prospective clients to learn about financial needs and discuss existing coverage
  • Followed up with clients to determine satisfaction with received services
  • Presented supplemental insurance information to business owners, employees, and individuals
  • Analyzed clients' current insurance policies and suggested additions or other changes
  • Contacted prospective and current clients via telephone to provide quote and policy information
  • Used company software to analyze customer coverage needs, write quotes and issue policies
  • Sought out new clients and developing clientele by networking and generating lists of prospective clients
  • Explained features, advantages and disadvantages of various policies to promote sale of insurance plans
  • Developed protection plans by calculating and quoting rates for immediate coverage action and long-term strategy implementation
  • Customized insurance programs to suit individual customers, often covered variety of risks
  • Calculated premiums and established payment method
  • Ensured that policy requirements were fulfilled, including any necessary medical examinations and completion of appropriate forms.

Customer Service Representative, Sales

Ridgeway Advisors
Saint Peters
02.2012 - 05.2020
  • Addressed customers courteously using suitable methods and problem-solving skills
  • Delivered personalized customer service relating to questions and promptly resolved basic problems on customer accounts
  • Alerted management to potential security issues, supporting loss prevention and reducing shrink
  • Greeted customers by name and displayed respectful attitude, helping develop rapport with customer base and build lasting relationships
  • Liaised with management to communicate customer feedback and recommendations
  • Developed and maintained working knowledge of internal policies, procedures and services to appropriately address customer issues
  • Responded to telephone inquiries and complaints following standard operating procedures
  • Provided account information to customers and explained bill service policies and customer rights
  • Used product knowledge for handling objections
  • Followed up with customers after sales, keeping retention levels high and capitalizing on cross-selling opportunities
  • Updated and maintained database with accurate customer information and timely data entry
  • Assisted with mentoring new employees during and after training
  • Maintained knowledge of company products to provide helpful suggestions and recommendations to customers
  • Introduced promotions and sale opportunities, enticing customers
  • Remained open to feedback from supervisor and peers to build and improve skills set
  • Drove sales through customer relationship building and suggestive selling techniques
  • Maintained CRM database, entering new and updated prospect and customer information for use by sales personnel
  • Followed up with customers regarding product functionality and overall satisfaction
  • Maintained logs and documentation to detail key information regarding incoming and outgoing calls
  • Complied with corporate and regulatory policies regarding information confidentiality and privacy.

Education

High School Diploma -

East Alton Wood River Highs School

Skills

  • Account Management
  • Report Creation
  • Customer Relations
  • Active Listening
  • Managing Multiple Tasks
  • Computer Proficiency
  • Typing Proficiency
  • Professional Telephone Demeanor
  • Social Perceptiveness
  • Customer Relationship Management
  • Multi-Line Telephone Operation
  • First-Tier Technical Support
  • Conflict Mediation
  • Data Evaluation
  • Issue and Complaint Resolution
  • Customer Service
  • Time Management
  • CRM Software
  • Call Center Operations
  • Billing Adjustments and Refunds
  • Livechat Messaging
  • Sales and Upselling
  • Filing
  • Research
  • Coordination
  • Grammar
  • Good Listening Skills
  • Information Updates
  • Customer Service and Assistance
  • Strong Telephone Etiquette
  • Customer Implementation Support
  • Consultations and Recommendations
  • Product and Service Knowledge
  • Sales Expertise
  • Product Promotion
  • Problem-Solving Strengths
  • Product Management and Pricing
  • Prospecting Skills
  • Strong Communication and Interpersonal Skills
  • Sales Records Management
  • Positive Customer Engagement

Certification

Life Insurance License

References

Nicole Nehls, CEO Former Supervisor, (636) 679-0088, nicoledsim@gmail.com

Additional Information

I am eager to start a new long term career in customer relations, customer service, technical support or any other support or sales position. I have many years of experience in a combination of industry's. I am a quick learner, hard worker and ready to become an asset to your company.

Timeline

Instacart Shopper

Instacart
10.2021 - Current

Insurance Agent

Greenway Insurance
06.2020 - 10.2022

Customer Service Representative, Sales

Ridgeway Advisors
02.2012 - 05.2020

High School Diploma -

East Alton Wood River Highs School

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James Simpson