Customer support and data entry professional with a strong technical and insurance background, seeking a challenging position in an innovative and dynamic environment. Proficient in data analysis and communication skills, with a focus on improving efficiency and accuracy.
Overview
9
9
years of professional experience
Work History
Customer Service Representative
Insure One Insurance Agency
02.2015 - 01.2020
Conducted telephone appointments with prospective clients to build rapport and sell insurance services.
Developed and implemented comprehensive insurance plans for clients according to their individual needs.
Conducted research to identify competitive rates and benefits offered by other providers.
Provided customers with information regarding plan features, pricing, and availability.
Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
Assistant Office Manager/CSR
Rodney D. Young Insurance
Saint Louis, MO
01.2011 - 01.2015
Processed applications, endorsements, cancellations, reinstatements, audits, and renewals efficiently and accurately.
Conducted telephone appointments with prospective clients to build rapport and sell insurance services.
Assessed customer needs and provided appropriate insurance solutions.
Advised customers on best practices for filing claims and resolving disputes.
Contacted underwriters and submitted forms to obtain binder coverage.
Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
Provided leadership and training for new agents regarding industry best practices and company policies.
Responded promptly to customer inquiries via phone or email.
Coordinated with vendors for office supplies and equipment maintenance.
Monitored inventory levels of office supplies; placed orders when necessary.
Education
Licensed Missouri Personal Lines Producer -
01.2013
Missouri State University - Computer animation
Missouri State University
01.2010
North Tech. High School -
North Tech. High School
01.2007
Skills
Management/Team leader experience
Good verbal and written communication skills
Phone sales and customer service experience
Problem-solving abilities
Data Entry
Inbound and Outbound Calling
Appointment Scheduling
Microsoft Office expertise
Timeline
Customer Service Representative
Insure One Insurance Agency
02.2015 - 01.2020
Assistant Office Manager/CSR
Rodney D. Young Insurance
01.2011 - 01.2015
Licensed Missouri Personal Lines Producer -
Missouri State University - Computer animation
Missouri State University
North Tech. High School -
North Tech. High School
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