Kimberly Sauer
Summary
Talented Insurance Customer Service Representative conferred with customers by telephone or in-person to provide information about products or services. Great communication and task prioritization talents. Well-versed in developing successful marketing, sales, branding and promotional solutions for diverse products and services. Skilled in planning events and campaigns to drive sales, market penetration, and customer engagement.
Overview
3
3
years of professional experience
Work History
Insurance Customer Service Representative
Treimer's Insurance Agency
10.2023 - Current
- Enhanced customer satisfaction by addressing and resolving insurance-related inquiries and concerns.
- Processed policy updates and changes accurately, ensuring client needs were met in a timely manner.
- Educated customers on available discounts, promoting loyalty and policy retention through tailored recommendations.
- Managed high call volume while maintaining professionalism, empathy, and attention to detail in each interaction.
- Utilized company software to track customer interactions efficiently, ensuring proper documentation of all transactions.
- Streamlined office procedures by organizing files and implementing an efficient document management system.
Sales Associate
Van's Power Center
10.2021 - 10.2023
- Implementing strategies to increase sales and profit by prospecting within the defined territory
- Conducting market research to produce competitive comparisons
- Developing great customer service skills to overcome all situations and lead the customer on the correct path to success
- Ensured that customers receive prompt, courteous, and effective service.
- Provide support for all owner inquiries, whether phone or in person, to assure the customer does not get mishandled
- Planned and scheduled job duties by assigning work, and following up on completion of assignments
Office Assistant
Glen's Sports Center
02.2021 - 10.2021
- Handle customer phone calls and walk-in traffic in a busy environment
- Set up customer contracts, process invoices, transfer documents and perform data entry into the company's DMS
- Handle direct payments, reconcile credit card receipts and prepare deposits
- Work with sensitive material and maintain a high level of confidentiality
Education
Associate of Science - Business Administration And Management
Iowa Lakes Community College
Emmetsburg05.2023
Skills
- Organization
- Client Education
- Sales Development
- Promotional support
- Customer Needs Assessment
Timeline
Insurance Customer Service Representative
Treimer's Insurance Agency
10.2023 - Current
Sales Associate
Van's Power Center
10.2021 - 10.2023
Office Assistant
Glen's Sports Center
02.2021 - 10.2021
Associate of Science - Business Administration And Management
Iowa Lakes Community College
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