
Licensed Insurance Specialist with experience providing both customer service and sales support in the insurance industry. Skilled in customer relationship management, policy guidance, account management, and problem resolution. Proven ability to deliver exceptional customer experiences, identify customer needs, and provide tailored insurance solutions while supporting business goals in a fast-paced environment.
• Provide sales and customer service support for auto insurance policies, assisting customers with policy changes, applications, and account inquiries.
• Explain coverage options and policy details to help customers make informed insurance decisions.
• Identify customer needs and recommend tailored insurance solutions.
• Resolve customer concerns and provide timely, effective support while delivering a positive customer experience.
• Ensure compliance with company policies and industry regulations while maintaining accurate account documentation.
• Delivered excellent customer service and sales support to enhance customer satisfaction and loyalty.
• Assisted leadership with daily operations, reporting, and business processes.
• Maintained strong product and service knowledge to effectively support customer needs and recommendations.
• Mentored and supported team members, promoting accountability, teamwork, and professional growth.
• Resolved customer concerns and managed cash handling and transactions accurately while minimizing discrepancies.
Customer Relationship Management (CRM)
Customer Service & Sales Support
Insurance Policy Reviews & Coverage Guidance
Customer Account Management
Billing and Payment Processing
Cross-Selling and Solution-Based Selling
Excellent Communication & Interpersonal Skills
Data Entry, Documentation & Compliance