Dynamic Customer Service Manager with a proven track record at State Farm, enhancing client retention through optimized workflows. Skilled in Salesforce CRM and financial reporting, I excel in communication and process improvement, contributing to a significant increase in new business. Committed to delivering exceptional service and operational excellence.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Customer Service Manager
State Farm - Jeremy Hooter Agency
Pearland, USA
01.2013 - Current
Oversaw administrative operations for a high-volume insurance agency, including scheduling, reporting, and financial tracking.
Managed customer records in CRM systems, ensuring accuracy for policy changes, renewals, and regulatory documentation.
Processed premium payments and reconciled deposits daily, aligning with financial reporting procedures.
Communicated directly with policyholders, resolving escalations, answering inquiries, and coordinating with internal departments.
Created monthly productivity reports, tracked sales performance, and supported budgeting decisions.
Maintained up-to-date client records and compliance documentation for audits and internal reviews.
Contributed to a 10-15% increase in new business and improved client retention by optimizing service workflows.
Sales Associate
Ann Taylor/LOFT
Texas City, USA
01.2010 - 12.2016
Performed daily reconciliation and cash handling, ensuring accuracy in financial reporting.
Supported inventory control, stockroom organization, and display planning in coordination with leadership.
Delivered high-quality customer service, trained new team members, and maintained strong knowledge of company policy.
Contributed to store efficiency through process improvements and attention to operational detail.
Education
Bachelor of Science - Home Furnishings Merchandising, Minor in Business
University of North Texas
Denton, TX
01.2011
Associate of Applied Science -
College of The Mainland
Texas City, TX
01.2007
Skills
Microsoft Office Suite
Salesforce CRM
Financial reporting
Billing and procurement coordination
Customer service
Communication skills
Data entry
Document management
Workflow and process improvement
Administrative operations
Certification
General Lines - Property & Casualty, 2014
General Lines - Life & Health, 2014
Notary Public - Texas
BLS Certified, 2025
CPR/AED & First Aid Certified, 2025
References
References available upon request.
Timeline
Customer Service Manager
State Farm - Jeremy Hooter Agency
01.2013 - Current
Sales Associate
Ann Taylor/LOFT
01.2010 - 12.2016
Bachelor of Science - Home Furnishings Merchandising, Minor in Business
Administrative/Administrative Office Manager at Lakitsia Gaines - State Farm AgencyAdministrative/Administrative Office Manager at Lakitsia Gaines - State Farm Agency