Knowledgeable Customer Service Specialist and Producer with a proven ability to prioritize and multitask in fast-paced environments. Expertise in managing escalated customer support issues, ensuring high levels of satisfaction and loyalty. Results-oriented professional dedicated to delivering outstanding service and fostering positive client relationships.
Overview
8
8
years of professional experience
Work History
Employee Benefits
Alliant Insurance Services
08.2022 - Current
Assisted producer in identifying new business opportunities for current clients and prospects. Supported initiation of renewal processes for existing clients. Collaborated with producer to discuss and create effective renewal strategies. Helped analyze and compare current exposures to develop specifications for marketing. Aided in finalizing proposals and presentations alongside producer. Reviewed policies for accuracy and prepared summaries of coverage for clients.
Directed administration of employee benefits to maintain accurate records and facilitate timely claim resolutions.
Oversaw administration of employee benefits programs to enhance employee satisfaction and streamline enrollment processes.
Oversaw employee benefits package administration to facilitate accurate enrollment and address discrepancies promptly.
Ensured adherence to federal, state, and local regulations through diligent record-keeping of employee benefits plans.
Customer Service Representative/Producer
Hometown Insurance-Dodd Agency
05.2018 - 08.2022
Managed incoming calls and addressed questions related to insurance policies and coverage. Executed policy changes across personal and commercial lines. Facilitated the quoting and issuance of new policies for clients in both sectors. Oversaw the renewal process for all policy types. Maintained an accurate central database for client information. Analyzed client files to generate quotes and promote cross-selling opportunities. Reviewed renewals and re-marketed policies to achieve competitive pricing and coverage. Processed premium payments and communicated with clients regarding overdue notices to promote timely payments.
Facilitated resolution of customer inquiries to enhance satisfaction and loyalty.
Cultivated strong customer relationships through active listening techniques, enhancing client retention and satisfaction.