Jessica Ho
Rosenberg,TX
Summary
At Tammy Pham State Farm, I excelled in managing high call volumes with empathy and professionalism, enhancing customer satisfaction significantly. My adeptness in documentation and complaint handling, coupled with a strong foundation in policy understanding and customer service, led to improved efficiency and client retention. Skilled in Microsoft Office and adaptability, I always try call time and sales targets.
Overview
1
1
year of professional experience
Work History
Insurance Customer Service.
Tammy Pham State Farm
10.2022 - 03.2024
- Managed high call volume while maintaining professionalism, empathy, and attention to detail in each interaction.
- Processed policy updates and changes accurately, ensuring client needs were met in a timely manner.
- Answered incoming phone calls to articulate product value to prospective customers and support current policyholders.
- Responded to customer requests for products, services, and company information.
- Handled sensitive customer information with discretion, adhering to strict data privacy regulations at all times.
- Documented customer interactions and transactions for accurate, up-to-date records.
- Completed customer applications and updated records to reflect current information.
- Enhanced customer satisfaction by addressing and resolving insurance-related inquiries and concerns.
- Assisted clients in filing claims, coordinating with adjusters to expedite the process and secure fair settlements.
- Processed insurance policy cancellations and renewals quickly to meet call time targets.
- Assisted customers with completing insurance documents to avoid missed information.
- Fielded customer complaints, escalating complex issues to management for resolution.
- Assessed customer needs and recommended suitable insurance policies.
- Fostered strong relationships with clients, providing personalized service and assistance on various insurance products.
- Increased cross-selling opportunities by proactively identifying potential new business leads during client interactions.
- Set up customer payment plans to cover annual policies and renewals.
- Participated in ongoing training sessions to remain current on industry developments and improve overall job performance.
- Maintained thorough knowledge of industry trends and product offerings to provide accurate information to clients at all times.
- Collaborated with underwriters to streamline the policy issuance process for improved efficiency.
- Utilized company software to track customer interactions efficiently, ensuring proper documentation of all transactions.
- Maintained up-to-date knowledge of insurance products to provide accurate information to customers.
- + Remind customers to pay.
- Get customer information so staff can sell and quote insurance for customers.
- Collect money from customers paying in cash.
- Support customers with installation discount Driver Safe & Save.
- Complete begin of day in systerm everyday.
- Advise on selling additional products such as Life, Credit US Bank so that customers can receive car insurance discount.
- Explain to customers why insurance prices increase or decrease.
- Answer incoming calls to resolve customer inquiries and feedback.
- Call customers to wish them happy birthdays and sell more products.
- Call customers who have canceled to inquire and sell more products.
- Send messages to remind customers to pay insurance bills.
- Type or edit your work history here
Education
College - Hotel & Restaurand Management
Ton Duc Thang University
Viet Nam Skills
Organization
Timeline
Insurance Customer Service.
Tammy Pham State Farm
10.2022 - 03.2024
College - Hotel & Restaurand Management
Ton Duc Thang University