Keaulii Kaapana
Hilo,HI
Summary
Enthusiastic Sales and Customer Service professional with expertise in communication and negotiating. Driven to provide superior quality customer service. Innovative in leveraging extensive knowledge of products and services as well as creating solutions for customers to drive loyalty, retention and revenue. Highly adept at training, managing, coaching and mentoring sales and customer service associates with talent for interacting with staff at all levels of organization and public.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Sales Representative Team Leader
Pacleb Insurance And Financial Services Inc
01.2022 - Current
- Establish sales possibilities for new clients, promote items to existing customers by discovering requirements and retain current customers' business through customer service activities
- Maintain effective working relationships with new and existing customers and for assuring that the customers' needs are met
- Responsible for maintaining a good reputation within their organization by developing, maintaining, and leveraging personal relationships
- Manages multiple client issues simultaneously, identify unresolved situations, and report these issues to management
- Contribute creative solutions to unforeseen problems that may arise during sales activities
- Ensures all tasks are completed in a timely manner to meet or exceed the expectations of the manager, clients, and other interested parties
- Troubleshoot problems when interacting with customers, and develop solutions to both known problems and future potential issues by doing their own research, identifying solutions to problems using available resources, and then implementing the solutions found, in an ethical, fair, and considerate manner
- Suggest recommendations on insurance coverage for State Farm's clients and provide information about other products and services that may be appropriate for their needs.
- Managed key accounts effectively, ensuring customer satisfaction and maintaining long-term partnerships.
- Established a positive work environment through clear communication, encouragement, and recognition of achievements.
Receptionist
Nelson Fukuhara Dba State Farm Insurance
03.2012 - 12.2021
- Maintain a strong work ethic with a total commitment to success each and every day
- Establish customer relationships and follow up with customers, as needed
- Work with Agent to establish and meet marketing goals
- Perform duties such as answering phone calls, responding to emails in a timely manner, scheduling appointments, distributing mail and directing customer inquiries to the appropriate departments
- Call customers to remind them about their monthly payments to avoid a late fee, process checks and card payments.
- Enhanced customer satisfaction by promptly addressing inquiries and providing accurate information.
- Streamlined front desk operations for increased efficiency by effectively managing phone calls, emails, and walk-in clients.
- Maintained a well-organized reception area with updated materials, contributing to a welcoming environment for visitors.
- Provided administrative support to staff members by handling correspondence, filing documents, and managing office supplies inventory.
- Demonstrated strong multitasking abilities while managing numerous tasks simultaneously under tight deadlines.
- Supported office efficiency by performing clerical tasks such as data entry, photocopying, scanning, and faxing documents.
Education
High School Diploma -
Kamehameha High School
Honolulu, HI 05.2005
Skills
- Team Management
- Data-Driven Decision-Making
- Negotiation Expertise
- Adaptability
- Customer retention
- Active listening
- Attention to detail
- Conflict resolution
- Organizational skills
- Time management
- Effective communication
- Relationship building
Certification
Certified License, Life and Health Property and Casualties, 08/30/2013. Licenses renew 08/16/2024
Office Skills
- Microsoft Office Proficiency (Includes: Microsoft Excel, Word, PowerPoint, Access, Macintosh Windows, Windows XP, Outlook Express, Internet Explorer, Safari)
- Telephone Receptionist/Basic Shorthand
- 10-Key Calculator & Type 43 WPM
References
- Claire Justo, State Farm Insurance, 808-927-9629, claire.justo.r8ei@statefarm.com, Customer Service Representative
- Susan Fukuhara, State Farm Insurance, 808-895-2162, susan.h.fukuhara.iyia@statefarm.com, Office Manager
Timeline
Sales Representative Team Leader
Pacleb Insurance And Financial Services Inc
01.2022 - Current
Receptionist
Nelson Fukuhara Dba State Farm Insurance
03.2012 - 12.2021
High School Diploma -
Kamehameha High School
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