Seasoned employee with excellent planning and problem solving abilities. Offering 20+ years of experience and a willingness to take on any challenge. Organized, driven and adaptable professional with successful history in fast-paced or inter-office environments.
Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
27
27
years of professional experience
Work History
Insurance Specialist
Level Four Insurance Agency
Dallas, TX
01.2014 - 12.2023
Recruit Agent & Agencies to market and sale different insurance carrier products
Provided guidance to customers regarding available insurance plans and their benefits and limitations.
Conducted periodic audits of policy documents to ensure accuracy of information maintained.
Maintained accurate records of all transactions related to insurance policies.
Responded promptly to customer inquiries about their policies and provided timely updates as needed.
Monitored regulatory developments impacting the company's lines of business.
Participated in training programs designed to enhance knowledge base in areas such as underwriting, sales, product development.
Managed denials, late payments, extensions and other special circumstances by following up with relevant parties.
Closed sales on new policies by presenting insurance options to customers accurately and efficiently.
Fostered relationships with customers to expand customer base and retain business.
Service Manager
Sewell Lexus Of Dallas
Dallas, TX
09.1996 - 04.2012
Managed service staff to ensure customer satisfaction and compliance with company policies.
Developed and maintained relationships with customers, vendors, and suppliers.
Monitored service performance metrics to identify areas of improvement.
Resolved customer complaints in a timely manner.
Trained new employees on the use of customer relationship management software systems.
Improved customer satisfaction ratings by listening to complaints and finding appropriate solutions to problems.
Collaborated with customers to offer solutions to service needs.
Adhered to customer service standards to foster satisfaction and retention.
Hired and trained service department staff to drive performance.
Motivated and supported employees to maintain low turnover.
Created written estimates and obtained customer consent to proceed.
Education
Communication/Public Speaking
Dale Carnegie
Dallas, TX
06-2000
Bachelor of Science - Kinesiology With Minor in Biology
University of North Texas
Denton, TX
12-1995
Skills
Strong and effective communication
Outgoing and high energy
20 years sales and customer service experience
Excellent customer service skills
Efficient and organized work ethic
Insurance License
Property & Casualty
General Life & Health
Timeline
Insurance Specialist
Level Four Insurance Agency
01.2014 - 12.2023
Service Manager
Sewell Lexus Of Dallas
09.1996 - 04.2012
Communication/Public Speaking
Dale Carnegie
Bachelor of Science - Kinesiology With Minor in Biology
University of North Texas
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