Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Currently seeking Bilingual Coach position. Offering excellent communication and good judgment. Willingness to take on added responsibilities to meet team goals.
Overview
4
4
years of professional experience
1
1
year of post-secondary education
Work History
Personal Lines Licensed Senior Advisor
Brightway Insurance
Jacksonville, FL
01.2023 - Current
Collaborated with cross-functional teams to develop innovative solutions for complex business challenges, achieving company-wide growth.( I.E. Agent Dasboard Collaboration Team, DocuSign Implementation Team)
Mentored junior advisors, fostering professional development and enhancing overall team performance.(Bilingual reps on frontline/phone position).
Enhanced client relationships by providing strategic advice and guidance on industry trends and best practices.(Citizens Depopulation, Citizens Flood Requirements & Residency Affirmations, RCEs)
Facilitated communication and collaboration between departments to help business function smoothly.(Accounting requests received on Urgent Inbox, insured/carrier follow-ups)
Trained new and existing employees on ways improve overall carrier processing skills.(Travelers ID Cards Process in Wiki, American Integrity Forms Process)
Evaluated staff performance and provided coaching to address inefficiencies.
Personal Lines Customer Service Representative
Brightway Insurance
Jacksonville, FL
5 2021 - Current
Remained impartial in order to advise clients based on circumstances.
Actively listened to customers' requests, confirming full understanding before addressing concerns.
Collected premiums on or before effective date of coverage
Collaborated with team members to achieve target results.
Prepared variety of different written communications and documents.
Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
Clarified customer issues and determined root cause of problems to resolve product or service complaints.
Updated account information to maintain customer records.
Researched issues through identification of similar past problems and recommended most appropriate solution.
Identified areas in need of improvement and implemented solutions.
Conducted regular quality assurance checks on interactions with customers to ensure agents were meeting established guidelines and standards for service excellence
Working in scheduling and dispatch for Land Based and Marine departments as primary role.
To schedule appointments with pre-contracted customers for fire and life safety equipment inspections.
Coordination of projects/jobs Statewide.
Updated various internal reports, collected and compiled data and performed follow-up.
Improved office efficiency by implementing color-coded filing system and introducing better-organized workloads.
Organized paperwork and explained individual job parameters for each assignment.
Assessed regulatory and operational risks for escalation to management.
Facilitated communications between customers and field personnel to answer questions or resolve concerns.
Scheduled activities for 8 service personnel.
Dispatcher/Coordinator
All American Facility Maintenance
Sunrise, FL
2 2019 - 2 2020
Respond to all messages left overnight.
Check all email accounts from the night before Prepare daily work and run schedules.
Receive or prepare work orders.
Enter and dispatch work orders.
Schedule and dispatch multiple technicians, in multiple trades to appropriate locations, according to customer requests, specifications, or needs, using text, email and or office telephones.
Confer with customers or supervising personnel to address questions, problems, or requests for service calls and part installations.
Locate qualifying and recruiting vendors in response to client needs.
Arrange for necessary repairs to restore service and schedules.
Forecast workload for 2-3 days out if possible.
Verifying Field Technicians scheduled time and date of work.
Call subcontractors 24 hours after scheduled completion date to verify completion or update status.
Closing all service calls in office system when work is complete.
Update Client web based portals.
Acquire necessary materials in order to fully complete assignments.
Answer phones, handle customer issues. Act on all incoming faxes.
Relay work orders, messages, or information to or from technicians, supervisors.
Enter accurate and complete notes in office system regarding correspondence with Clients and subcontractors.
Record and maintain files or records of client requests, work or services performed, charges, expenses, inventory, or other dispatch.