Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Keiaria Taylor

Rockwall

Summary

Dynamic Licensed Insurance Specialist with Progressive, adept at risk assessment and customer relationship management. Proven track record in closing sales and enhancing customer satisfaction through effective communication and problem-solving. Skilled in policy analysis and regulatory compliance, consistently delivering tailored insurance solutions to meet diverse client needs.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Licensed Insurance Specialist

Progressive
FATE
04.2023 - Current
  • Developed appropriate quotes based on risk information.
  • Responded promptly to customer inquiries about their policies and provided timely updates as needed.
  • Provided guidance to customers regarding available insurance plans and their benefits and limitations.
  • Maintained accurate records of all transactions related to insurance policies.
  • Assisted in the development of new products, services, and procedures to meet customer needs.
  • Participated in training programs designed to enhance knowledge base in areas such as underwriting, sales, product development.
  • Fostered relationships with customers to expand customer base and retain business.
  • Resolved routine and complex issues by performing detailed research.
  • Closed sales on new policies by presenting insurance options to customers accurately and efficiently.
  • Engaged customers and provided high level of service by carefully explaining details about documents.
  • Responded to customer inquiries and problems to promote great service.
  • Conducted telephone appointments with prospective clients to build rapport and sell insurance services.
  • Explained coverage options to potential policyholders, answering questions or concerns.

Policy Service Specialist

American Automobile Association, AAA
Coppell
09.2021 - 09.2022
  • Provided technical advice and assistance to policyholders regarding their insurance policies.
  • Processed requests for changes or additions to existing policies in accordance with company guidelines.
  • Provided training sessions on new products or services offered by the company as needed.
  • Developed and implemented policies to ensure compliance with applicable laws and regulations.
  • Responded to inquiries from policyholders in a timely manner, providing accurate information about their policies.
  • Maintained detailed records of all interactions with customers, ensuring a high level of customer service.
  • Identified opportunities for cross-selling additional products or services to policyholders when appropriate.
  • Managed the renewal process for existing policies, ensuring that all documents are up-to-date and accurate.
  • Developed effective strategies for resolving customer complaints and disputes regarding insurance policies.
  • Handled modification and updating of policies.
  • Collected payments, processed receipts and informed policyholders of outstanding balances.

Billing Customer Service Representative

Spectrum
Irving
01.2020 - 09.2021
  • Researched and resolved complex billing disputes in a timely manner.
  • Responded promptly to all customer requests for assistance with billing matters.
  • Handled customer inquiries and complaints regarding billing issues via telephone, email, and other communication channels.
  • Created customized solutions for unique billing problems that arose during customer interactions.
  • Advised customers on how best to manage their accounts in order to avoid late fees or penalties.
  • Provided technical support when necessary for customers having difficulty understanding their bills or navigating the online payment portal.
  • Educated customers about available discounts, promotions, or special offers that may be applicable to them.
  • Provided detailed information to customers about their accounts, including payment history and current balance due.
  • Performed data entry tasks related to customer accounts including updating account status and payment information.
  • Assisted customers with setting up new services or making changes to existing services.
  • Maintained accurate records of customer interactions and transactions.
  • Adjusted bills and refunded money to resolve customers' service or billing complaints.
  • Increased customer satisfaction ratings by effectively answering questions, suggesting effective solutions, and resolving issues quickly.
  • Engaged in conversation with customers to understand needs, resolve issues and answer product questions.
  • Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
  • Collected deposits or payments and arranged for billing.
  • Promoted available products and services to customers during service, account management and order calls.
  • Strengthened customer retention by offering discount options.

Education

High School Diploma -

LANIER HIGH SCHOOL
Jackson, MS
05-2012

Skills

  • Risk assessment
  • Policy analysis
  • Regulatory compliance
  • Customer relationship management
  • Sales techniques
  • Customer service
  • Problem solving
  • Product knowledge
  • Communication skills
  • Time management
  • Attention to detail
  • Professionalism and ethics
  • Upselling
  • Quotes and sales
  • Insurance sales strategy
  • Policy renewals
  • Auto insurance
  • Licensed insurance agent

Certification

  • Property & Casualty License

Timeline

Licensed Insurance Specialist

Progressive
04.2023 - Current

Policy Service Specialist

American Automobile Association, AAA
09.2021 - 09.2022

Billing Customer Service Representative

Spectrum
01.2020 - 09.2021

High School Diploma -

LANIER HIGH SCHOOL

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