Kaitland Washburn
American Memorial Life Insurance
Carrollton,GA
11
years of professional experience
Talented Customer service representative with solid sales background and exceptional relationship-building and customer service skills. Dedicated to continuously increasing revenue numbers by prospecting new business and keeping current customers well-satisfied. Experienced managing fast-paced office environment and training junior staff. Proven ability to improve customer satisfaction and streamline support processes. Valued for strong collaboration and adaptability in dynamic environments. Known for problem-solving skills and empathetic communication.
Experienced with providing high-quality customer support across various channels. Utilizes strong problem-solving skills to address and resolve customer inquiries efficiently. Track record of excellent communication and maintaining positive customer relationships.
Work History
Customer Support Specialist
6 Years 3 Months- Resolved customer inquiries through various communication channels, ensuring timely and effective support.
- Processed policy updates and claims efficiently, maintaining data accuracy in internal systems.
- Collaborated with team members to enhance customer service processes, improving overall client satisfaction.
- Assisted in training new staff on company procedures, fostering a supportive learning environment.
- Developed and maintained comprehensive knowledge of insurance products, enabling informed customer interactions.
- Managed escalated issues by employing conflict resolution strategies, ensuring positive outcomes for clients.
- Managed high-volume incoming calls, ensuring accurate message delivery and timely responses.
- Provided exceptional customer service, resolving inquiries and issues effectively.
- Trained new operators on call handling procedures and system usage.
- Maintained detailed records of communications for reference and quality assurance.
Insurance Sales Agent
2 Years- Compiled customer data to accurately process paperwork and avoid delays.
- Worked with multiple carriers to resolve clients' issues and expertly handled wide-ranging inquiries.
- Presented and sold insurance products and services to new customers.
- Cross-sold different types of policies such as home, automotive, and life insurance to existing policyholders.
- Prospected leads and reached out to potential customers to build connections and set up appointments.
- Marketed company offerings by developing referral sources, including realtors, bankers, and areas businesses.
- Maintained effective partnerships with insurance company representatives and underwriters to expeditiously process paperwork and resolve concerns.
- Handled contacts from existing clients and referred escalated calls to customer service centers for completion.
- Studied products, pricing, and policy features to fully understand offerings and better serve customers.
- Established strong customer and community relationships for long-term retention.
- Provided exceptional customer service, resolving inquiries and issues effectively.
Insurance Sales Agent
2 Years 7 Months- Prepared new business proposals for diverse insurance plans and verified accuracy of related documentation.
- Maintained effective partnerships with insurance company representatives and underwriters to expeditiously process paperwork and resolve concerns.
- Advised clients on insurance coverage and personal protection options.
- Worked with multiple carriers to resolve clients' issues and expertly handled wide-ranging inquiries.
- Handled contacts from existing clients and referred escalated calls to customer service centers for completion.
- Studied products, pricing, and policy features to fully understand offerings and better serve customers.
- Compiled customer data to accurately process paperwork and avoid delays.
- Prospected leads and reached out to potential customers to build connections and set up appointments.
- Established strong customer and community relationships for long-term retention and continuous feed of new prospects.
- Presented and sold insurance products and services to new customers.
- Identified customers' needs with consultative approach and suggested targeted products to meet needs.
- Calculated premiums and establish payment method.
- Collected information from clients about financial resources and needs to better understand their situations and select the best products.
- Customized insurance programs and cross-promoted products to maximize the group's profits by matching customers with the best fitting options.
Education
High School
- Graduated in top 5% of class.
- Graduated with honors.
- Student Scholar Athlete
Skills
Carrier relations
Lead prospecting
Insurance sales
Calculate premiums
Networking
Relationship building
Marketing
Appointment management
Customer service
Customer relations
Timeline
Customer Support Specialist
American Memorial Life Insurance
05.2020 - CurrentRead More
Insurance Sales Agent
American Memorial Insurance company
05.2018 - 05.2020Read More
Insurance Sales Agent
Southern life insurance Group
10.2015 - 05.2018Read More
Woodland High School
High School
Read More