Customer Service Specialist with over two decades of expertise in the insurance and financial services sectors, proficient in managing client and agent inquiries and delivering top-notch customer support. Demonstrates a deep understanding of insurance products, services, and industry best practices to exceed key performance indicators. Committed to fostering team success and skilled in supervisory roles, coaching peers, problem-solving and retention.
Work History
Gold Trusted Advisor
Liberty Mutual Insurance/Safeco Division
06.2022 - Current
Promptly responds to inbound calls, providing expert assistance to agents and policyholders
Exhibits authoritative knowledge of insurance products and services, ensuring customer satisfaction and boosting customer retention
Delivers enthusiastic customer service, addressing billing and coverage inquiries professionally
Pro-actively identified opportunities for upselling and cross-selling opportunities, contributing to revenue increase
Developed and cultivated lucrative relationships with both peers and clients through effective communication and exemplary interpersonal skills
Collaboratively worked within a team and independently, demonstrating flexibility and adaptability
Consistently outperforms performance metrics, demonstrating proficiency, commitment, and diligence.
Customer Support & Retention Specialist
Kaplan Test Prep
10.2020 - 06.2022
Managed customer inquiries via phone, email and chat with professionalism and courtesy
Elevated customer retention rates through targeted support and engagement initiatives
Guided students through product features, enhancing their understanding and application
Troubleshot and resolved student concerns or complaints promptly to ensure satisfaction as outlined in the escalation policy
Exhibit strong listening skills and the ability to stay focused on the student experience
Serve as a resource for students and clients regarding core product lines, services, and compliance regulations
Understand product attributes and how they supported student learning
Dedicated team-player who embraced teamwork but also work independently.
Licensed Sales Producer
Allstate Insurance
03.2015 - 10.2020
Spearheaded business development through a structured direct solicitation program
Cultivated client relationships via consistent support and guidance
Enhanced client retention through strategic insurance solutions and personalized service
Managed policy transactions meticulously, guaranteeing client data accuracy and satisfaction
Provided continual support to clients, clarifying complex policy details
Conducted detailed fact-finding sessions to ascertain client coverage needs
Played a key role in maintaining high-quality business operations by implementing company standards
Exhibited proficiency in understanding and addressing client needs, resulting in exceeding sales targets.
Education
Actively pursuing my CPCU Designation -
Leadership Development-Completed 10-month program -
06.2008
Property and Casualty Insurance License -
06.2000
Ridgway Area High School, Ridgway, PA-Received High School Diploma -
06.1995
Skills
Problem-Solving
Relationship Building
Goal Oriented
Product Knowledge
Supervisory Experience
Coaching Experience
Sales
Standard Operating Procedures
Retention
Account Management
Client Relationships
Due Diligence
City
Clearfield
State
PA
Zip
16830
Career Note
Additional Tenure as a Branch Manager at First Commonwealth Bank, Customer Service Supervisor & Manager at SMP Home Medical and as a Customer Service & Sales Representative at State Farm Insurance
Street
717 McBride Street
References
Exceptional personal and professional references available upon your request.
Timeline
Gold Trusted Advisor
Liberty Mutual Insurance/Safeco Division
06.2022 - Current
Customer Support & Retention Specialist
Kaplan Test Prep
10.2020 - 06.2022
Licensed Sales Producer
Allstate Insurance
03.2015 - 10.2020
Actively pursuing my CPCU Designation -
Leadership Development-Completed 10-month program -
Property and Casualty Insurance License -
Ridgway Area High School, Ridgway, PA-Received High School Diploma -
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