. Results-driven professional provides customers with tailored solutions to meet needs. Successfully establishes relationships with customers and delivers quality service. Agile individual with excellent communication and customer service skills.
Overview
12
years of professional experience
Work History
Peterson Insurance Services
Personal Lines Agent
06.2022 - Current
Job overview
Analyze customer needs to provide customized insurance solutions.
Manage over 50 customer calls per day.
Monitor customer feedback and identify areas of improvement.
Determine financial needs by assessing existing coverage and aligning new products and services with long-term goals.
Input and categorize customer written and verbal communication summaries into CRM system.
Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
Increased production by 10% throughout first year with company.
Crimson Hair Studio
Stylist & Salon Bridal Coordinator
04.2014 - 04.2022
Job overview
Supported reception desk, receiving phone calls, entering appointments, and collecting payments for services rendered.
Deliver seamless service in high touch service environment.
Handled customer inquiries and suggestions courteously and professionally.
Cultivated and strengthened lasting client relationships using strong issue resolution and dynamic communication skills.
Established book of 100+ regular clients through consistent delivery of requested services and exceptional results.
Updated customer service standards to increase number of return customers and overall company profits 10%.
Education
Temple University
Philadelphia, PA
BBA from Entrepreneurship
2011
Skills
Customer Needs Assessments
CRM Software
Persuasive Negotiations
Administrative Support
Detail Oriented
Research
Microsoft Office
Windows & Mac Proficient
Customer Relationship Management
Managing Multiple Tasks
Policy Renewals
Customer Accounts Management
Prospecting Clients
Property and Casualty Insurance Sales
Health Insurance Sales
Consultative Sales Approach
Adobe Systems Adobe Photoshop
Account Balancing
Advanced MS Office Suite Knowledge
Data Entry Documentation
Microsoft Outlook
Google Docs
Excel Spreadsheets
Intuit QuickBooks
Adobe Systems Adobe Acrobat
Timeline
Personal Lines Agent
Peterson Insurance Services
06.2022 - Current
Stylist & Salon Bridal Coordinator
Crimson Hair Studio
04.2014 - 04.2022
Temple University
BBA from Entrepreneurship
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