JEANNETTE MORALES
Orlando,FL
Summary
Experienced with assisting clients in navigating insurance policies and claims. Utilizes communication and problem-solving skills to resolve customer issues efficiently. Track record of enhancing customer satisfaction through thorough policy understanding and effective support.
Diligent Desired Position with strong background in providing exceptional customer service within insurance industry. Successfully resolved numerous client concerns and inquiries, enhancing customer satisfaction and loyalty. Demonstrated expertise in policy interpretation and claims processing, coupled with effective communication and problem-solving skills.
Hardworking customer service representative assessed charges for services requested or collected deposits and payments. Contacted customers regarding status updates or adjustments. Trained customers on new policies or procedures and responded to emails or messages in timely manner.
Responsible Job Title provided customer support to clients needing assistance with service plans. Researched inquiries, answered questions and offered solutions to resolve issues. Considered valuable team player with great organizational skills.
Talented Insurance Customer Service Representative conferred with customers by telephone or in-person to provide information about products or services. Took or entered orders, canceled accounts and obtained details of issues. Smart individual with great communication and task prioritization talents.
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
29
29
years of professional experience
Work History
Insurance Customer Service Representative
Hoolance Premier Insurance
Orlando, FL
11.2024 - Current
- Cultivated strong client relationships through effective communication and trust-building strategies.
- Developed personalized insurance solutions tailored to clients' needs and financial goals.
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Maintained high standards of customer service by building relationships with clients.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Provided prompt responses to inquiries from both prospective and existing clients, demonstrating a commitment to exceptional service.
- Worked closely with other team members to optimize sales strategies and achieve regional goals.
- Consistently exceeded monthly sales quotas by effectively presenting product offerings to potential customers.
- Utilized CRM software to manage client relationships.
- Facilitated smooth transitions between carriers when needed, minimizing disruptions to client coverage and maintaining positive relationships with all parties involved.
- Streamlined administrative tasks, improving overall office efficiency and productivity.
- Streamlined renewal process, making it easier for clients to update and maintain their policies.
- Collaborated with underwriters to negotiate terms that met clients' needs while maintaining company profitability.
- Reduced policy lapses by establishing proactive communication strategy to educate clients on importance of continuous coverage.
- Improved client retention rates with exceptional service and timely follow-up on policy inquiries and adjustments.
- Educated clients on insurance policies and procedures.
- Met with customers to provide information about available products and policies.
- Analyzed customer needs to provide customized insurance solutions.
- Analyzed risk factors to recommend appropriate coverage levels.
- Calculated premiums and established payment methods for sales.
- Generated leads through cold-calling, networking and other outreach methods.
- Finalized sales and collected necessary deposits.
- Collected premiums on or before effective date of coverage.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Conducted annual reviews of existing policies to update information.
- Monitored customer feedback and identified areas of improvement.
- Negotiated contracts and terms of sale with potential customers.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
Dispatcher/Office Assistant
The Parking Spot
Newark, NJ
01.2010 - Current
- Customer-focused, dependable professional with experience in delivering outstanding guest service.
- Passionate about achieving the highest customer success and retention levels through resolving conflicts promptly and building positive relationships with guests.
- People-person who loves creating a welcoming atmosphere and giving great service with finesse to effectively communicate with diverse customers.
Supervisor
Economy shoes
Bloomfield, NJ
01.2000 - 01.2009
- Team management.
- Finetuning operations, sales, and profitability.
- Provided excellent in-store customer experience.
- Trained staff and enforced compliance, safety regulations, and store security.
Activity Assistant
New Vista Nursing & Rehabilitation Center
Newark, NJ
01.1997 - 01.1999
- I assisted residents with building and maintaining interpersonal and social skills, mental abilities, and confidence.
- Assisted with daily life skills and planned multiple on-site and off-site activities.
- Communicated with medical staff to meet the needs of each patient.
- Designed activities to ensure each patient's full participation and enjoyment.
Education
Patient Care Technician - EKG, Phlebotomy, Patient Care, First Aid, CPR, Blood-borne Pathogens, Vital Signs, Catheter change and preparation, HIPAA compliance, Charting, Customer Service, Collection of Specimen
Institute for Contemporary Careers
Wayne, NJ12.2023
Computer Course Certificate - MS Office, Google Drive, Spreadsheets, Word, Excel 1,2&3, PowerPoint, Outlook, OneDrive
Essex County College
Newark, NJ06.2014
High School Diploma -
Nation High
Texas City, TX01.1999
Skills
- Organization
- Complaint handling
- Client education
- Trade policy
- Insurance terminology
- Customer service
- Policy review
- Active listening
- Attention to detail
- Decision-making
- Insurance coverage verification
- Documentation skills
- Data entry
- Microsoft office
- Teamwork and collaboration
- Paperwork processing
- Coverage determination
- Critical thinking
- Information verification
- Recordkeeping organization
- Data entry software
- New policies processing
- Organizing and prioritizing work
- Teamwork
- Problem-solving
- Multitasking
- Reliability
- Excellent communication
- Organizational skills
- Verbal and written communication
- Computer proficiency
- Self motivation
- Conflict resolution
- Professionalism
- Policy renewals
- Office equipment operation
Languages
Spanish
Professional Working
English
Full Professional
Timeline
Insurance Customer Service Representative
Hoolance Premier Insurance
11.2024 - Current
Dispatcher/Office Assistant
The Parking Spot
01.2010 - Current
Supervisor
Economy shoes
01.2000 - 01.2009
Activity Assistant
New Vista Nursing & Rehabilitation Center
01.1997 - 01.1999
Patient Care Technician - EKG, Phlebotomy, Patient Care, First Aid, CPR, Blood-borne Pathogens, Vital Signs, Catheter change and preparation, HIPAA compliance, Charting, Customer Service, Collection of Specimen
Institute for Contemporary Careers
Computer Course Certificate - MS Office, Google Drive, Spreadsheets, Word, Excel 1,2&3, PowerPoint, Outlook, OneDrive
Essex County College
High School Diploma -
Nation High