Jill Gray
De Pere,WI
Summary
Proven track record in enhancing client satisfaction and retention, demonstrated during tenure at Conceptual Financial Planning. Skilled in Microsoft Office and licensed insurance, adept at fostering long-term relationships through exceptional customer service and professionalism. Achieved significant client portfolio growth by implementing a Medicare & ACA insurance program. Highly effective juggler of multiple responsibilities simultaneously.
Overview
6
6
years of professional experience
Work History
Self Employed Insurance Agent
Jill Gray Insurance
03.2023 - Current
- 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.
Office Manager
Gordon Lenz & Associates
03.2023 - 12.2023
- Handled sensitive information with discretion, maintaining confidentiality of company documents.
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
- Maintained computer and physical filing systems.
- Updated reports, managed accounts, and generated reports for company database.
Client Services Representative
Conceptual Financial Planning
05.2018 - 03.2023
- Enhanced client satisfaction by providing timely and accurate information on products and services.
- Collaborated with cross-functional teams to resolve complex client issues quickly and efficiently.
- Delivered exceptional customer service by actively listening to concerns and promptly addressing them.
- Managed a portfolio of high-value clients, ensuring their needs were met and fostering long-term relationships.
- Started Medicare & ACA insurance program for clients
Education
High School Diploma -
Marinette Senior High School
Marinette, WI06.1996
Skills
- Customer Service
- Licensed Insurance Agent
- Professionalism and Ethics
- Quotes and sales
- Client Relations & Retention
- Client needs analysis
- MIcrosoft Office
- Quick Books
Additional Information
Additional job history available upon request
Timeline
Self Employed Insurance Agent
Jill Gray Insurance
03.2023 - Current
Office Manager
Gordon Lenz & Associates
03.2023 - 12.2023
Client Services Representative
Conceptual Financial Planning
05.2018 - 03.2023
High School Diploma -
Marinette Senior High School